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Disclosery

USHY ISHARES TR

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SHS (fund)

541 managers (550 13F filers) reported a position in USHY shares at 2024-12-31, 447,597,690 shares in all. 72 filers opened a position and 56 filers sold out during the quarter.

Managers
541
13F filers
550
New
72
Added
248
Reduced
137
Sold out
56
Shares held by filers
447,597,690

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GWN SECURITIES INC.5,671$209K0.06%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,623$207K<0.01%013F-HRTimelineGroup
Emergent Wealth Advisors, LLC5,505$203K0.15%-1,49113F-HRTimeline
Liberty Capital Management, Inc.5,488$202K0.04%new13F-HRTimeline
HBW ADVISORY SERVICES LLC5,454$201K0.02%+5913F-HRTimeline
Beacon Capital Management, LLC5,269$194K0.03%-98113F-HRTimeline
Arax Advisory Partners5,265$194K0.01%+4,75813F-HRTimeline
Sound Income Strategies, LLC5,143$189K0.01%-25913F-HRTimeline
Aptus Capital Advisors, LLC4,909$181K<0.01%+1,33913F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,836$180K0.01%-63313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,663$172K<0.01%+3,97613F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,486$165K0.05%-29513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,748$138K0.01%+11813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,434$126K<0.01%+2,85013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners3,366$124K0.02%-1,62313F-HRTimelineGroup
EASTERN BANK3,270$120K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,220$118K<0.01%+1,26113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,621$109K<0.01%+35213F-HRTimelineGroup
Dunhill Financial, LLC2,630$96.8K0.05%+11513F-HRTimeline
ORG Partners LLC2,601$95.7K0.01%+42313F-HRTimeline
GPS Wealth Strategies Group, LLC2,551$93.9K0.01%+1,52913F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,461$90.5K0.03%13F-HRTimelineGroup
Allworth Financial LP2,392$89K<0.01%-32613F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,381$87.6K<0.01%013F-HRTimeline
Empirical Asset Management, LLC38,412$86.2K0.03%+26,07713F-HRTimeline
Capital Investment Advisory Services, L…2,339$86.1K0.01%+77513F-HRTimeline
AdvisorNet Financial, Inc2,333$85.8K0.01%+17113F-HRTimeline
BLAIR WILLIAM & CO/IL2,328$85.6K<0.01%-75513F-HRTimeline
CoreCap Advisors, LLC2,328$85.6K<0.01%+1,24913F-HRTimeline
Promus Capital, LLC1,881$69.2K0.05%13F-HR/ATimeline
Bell Investment Advisors, Inc1,879$69.1K0.01%+4213F-HRTimeline
Robinswood Financial LLC1,879$69.1K0.03%-5213F-HRTimeline
Farther Finance Advisors, LLC1,836$67.5K<0.01%-50913F-HRTimeline
WINTRUST INVESTMENTS LLC1,840$67K0.06%new13F-HRTimeline
Investors Research Corp1,742$64.1K0.01%-4213F-HRTimeline
CENTRAL TRUST Co1,719$63.2K<0.01%new13F-HRTimeline
GeoWealth Management, LLC1,575$57.9K<0.01%-8613F-HRTimeline
WHITTIER TRUST CO1,560$57.4K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,554$57.2K<0.01%+3113F-HR/ATimeline
NFSG Corp1,500$55.2K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,483$54.6K0.02%+3313F-HRTimeline
Decker Retirement Planning Inc.1,463$53.8K0.03%13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$52.3K<0.01%013F-HRTimeline
Castleview Partners, LLC1,403$51.7K0.03%+2013F-HR/ATimeline
Physician Wealth Advisors, Inc.1,400$51.5K0.01%new13F-HRTimeline
Olistico Wealth, LLC1,364$50.2K0.03%-32013F-HRTimeline
Towne Trust Company, N.A1,288$47.4K0.02%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,242$45.7K<0.01%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,188$43.7K0.02%new13F-HRTimeline
HM PAYSON & CO1,067$39.3K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,060$39K<0.01%+1,05613F-HRTimeline
HHM Wealth Advisors, LLC1,025$37.7K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC1,007$37K0.07%-5,92613F-HRTimeline
Pinnacle Bancorp, Inc.1,004$36.9K0.01%-23413F-HRTimeline
Pacifica Partners Inc.1,000$36.9K0.02%013F-HRTimeline
Key Financial Inc930$34.2K0.01%013F-HRTimeline
TD Capital Management LLC873$32.1K<0.01%+1613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC812$29.9K<0.01%013F-HRTimeline
Caldwell Trust Co792$29.1K<0.01%+39213F-HRTimeline
Transcendent Capital Group LLC790$29.1K0.02%-50213F-HRTimeline
Transce3nd, LLC779$28.7K0.01%13F-HRTimeline
Front Row Advisors LLC670$24.6K0.01%+12013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC655$24.1K0.02%13F-HRTimeline
Cape Investment Advisory, Inc.643$23.7K0.01%+7513F-HRTimeline
Glen Eagle Advisors, LLC576$21.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.553$20K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Coppell Advisory Solutions LLC530$19.5K<0.01%-10613F-HRTimeline
Raleigh Capital Management Inc.476$17.5K0.01%+1113F-HRTimeline
Bank & Trust Co464$17.1K0.01%013F-HRTimeline
New Millennium Group LLC437$16.1K0.01%new13F-HRTimeline
Measured Risk Portfolios, Inc.422$15.5K0.02%13F-HRTimeline
Millstone Evans Group, LLC403$14.8K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC375$13.8K<0.01%new13F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management371$13.6K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC364$13.4K<0.01%13F-HRTimeline
Bogart Wealth, LLC358$13.2K<0.01%+6413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC349$12.8K<0.01%-19213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp322$11.8K<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC291$10.7K<0.01%+713F-HRTimeline
Park Place Capital Corp275$10.1K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC272$10K0.01%+13313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%new13F-HRTimeline
MCF Advisors LLC266$9.79K<0.01%new13F-HRTimeline
Activest Wealth Management258$9.48K<0.01%+613F-HRTimeline
PFG Private Wealth Management, LLC240$8.83K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.236$8.8K<0.01%13F-HRTimeline
Atlantic Edge Private Wealth Management…227$8.35K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…225$8.28K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC213$7.84K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC196$7.21K<0.01%13F-HRTimeline
HAZLETT, BURT & WATSON, INC.179$7K<0.01%+413F-HRTimeline
Archer Investment Corp183$6.72K<0.01%+113F-HRTimeline
Reyes Financial Architecture, Inc.176$6.47K0.01%13F-HRTimeline
Piscataqua Savings Bank168$6.18K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC158$5.81K<0.01%new13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …149$5.48K<0.01%new13F-HRTimelineGroup
Retirement Wealth Solutions LLC123$4.52K<0.01%13F-HRTimeline
DHJJ Financial Advisors, Ltd.116$4.27K<0.01%013F-HRTimeline
YANKCOM Partnership111$4.08K<0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.01K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC98$4K<0.01%+1413F-HRTimeline
Park Square Financial Group, LLC108$3.97K<0.01%13F-HRTimeline
Independence Bank of Kentucky104$3.83K<0.01%-713F-HRTimeline
GHP Investment Advisors, Inc.98$3.61K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC96$3.53K0.01%13F-HRTimeline
GAMMA Investing LLC94$3.46K<0.01%new13F-HRTimeline
PSI Advisors, LLC86$3.16K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates86$3.16K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp69$2.54K<0.01%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO65$2.39K<0.01%new13F-HRTimelineGroup
CNB Bank60$2.21K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$2.06K<0.01%013F-HRTimeline
City State Bank56$2.06K<0.01%new13F-HRTimeline
Avion Wealth58$2K<0.01%-85713F-HRTimeline
BOKF, NAin group BOKF, NA50$1.84K<0.01%-74513F-HRTimelineGroup
Coastline Trust Co48$1.77K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kiely Wealth Advisory Group, Inc.40$1.49K<0.01%013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.40$1.47K<0.01%new13F-HRTimeline
LRI Investments, LLC39$1.44K<0.01%013F-HRTimeline
Mainstream Capital Management LLC36$1.32K<0.01%new13F-HRTimeline
WealthShield Partners, LLC32$1.18K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC31$1.14K<0.01%new13F-HRTimelineGroup
Rosenberg Matthew Hamilton31$1.14K<0.01%-4713F-HRTimeline
Richard W. Paul & Associates, LLC31$1.14K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC25$949<0.01%-21813F-HRTimeline
Legacy Investment Solutions, LLC20$742<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$742<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT20$736<0.01%013F-HRTimeline
OARSMAN CAPITAL, INC.20$736<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$552<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$442<0.01%13F-HRTimeline
Darwin Wealth Management, LLC12$441<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC11$405<0.01%+313F-HRTimeline
Asset Management One Co., Ltd.5$184<0.01%013F-HRTimeline
High Note Wealth, LLC5$184<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4$151<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC2$74<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$37<0.01%013F-HRTimeline
Heritage Wealth Advisors0$7<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.