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Disclosery

USHY ISHARES TR

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SHS (fund)

554 managers (563 13F filers) reported a position in USHY shares at 2025-03-31, 464,273,835 shares in all. 80 filers opened a position and 70 filers sold out during the quarter.

Managers
554
13F filers
563
New
80
Added
214
Reduced
178
Sold out
70
Shares held by filers
464,273,835

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Patten Group, Inc.6,355$234K0.05%013F-HRTimeline
May Hill Capital, LLC6,281$231K0.09%-313F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.6,184$228K0.17%-29413F-HRTimeline
CATALYST PRIVATE WEALTH, LLC6,134$226K0.11%new13F-HRTimeline
Bigelow Investment Advisors, LLC6,112$225K0.11%+5813F-HRTimeline
Baltimore-Washington Financial Advisors…5,993$221K0.01%+21113F-HRTimeline
Engineers Gate Manager LP5,887$217K<0.01%-16,84513F-HRTimeline
AIRE ADVISORS, LLC5,882$217K0.05%-1,25213F-HRTimeline
Two West Capital Advisors LLC6,025$215K0.18%new13F-HRTimeline
G&S Capital LLC5,764$212K0.09%+6513F-HRTimeline
SWMG, LLC5,721$210K0.08%-3,01913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,623$207K<0.01%013F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding5,593$206K-1,931Timeline
Strategic Financial Concepts, LLC5,556$205K0.04%-17113F-HRTimeline
Sound Income Strategies, LLC5,551$204K0.01%+40813F-HRTimeline
TD Waterhouse Canada Inc.5,559$204K<0.01%new13F-HRTimeline
Liberty Capital Management, Inc.5,488$202K0.04%013F-HRTimeline
Acorn Wealth Advisors, LLC5,466$201K0.08%new13F-HRTimeline
Beacon Capital Management, LLC5,318$196K0.03%+4913F-HRTimeline
Arax Advisory Partners5,185$191K0.01%-8013F-HRTimeline
Aptus Capital Advisors, LLC4,919$181K<0.01%+1013F-HRTimeline
Financial Network Wealth Advisors LLC4,895$180K0.24%+3,88813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,611$170K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH4,471$165K0.05%-1513F-HRTimeline
MJT & Associates Financial Advisory Gro…4,403$162K0.16%13F-HRTimeline
GPS Wealth Strategies Group, LLC4,191$154K0.02%+1,64013F-HRTimeline
Wilmington Savings Fund Society, FSB3,220$119K<0.01%013F-HRTimeline
SVB WEALTH LLC3,145$116K<0.01%new13F-HRTimeline
Hurley Capital, LLC2,693$99.1K0.08%new13F-HRTimeline
Capital Investment Advisory Services, L…2,638$97.1K0.01%+29913F-HRTimeline
ORG Partners LLC2,577$94.5K0.02%-2413F-HRTimeline
Dunhill Financial, LLC2,500$92K0.04%-13013F-HRTimeline
AdvisorNet Financial, Inc2,388$87.9K0.01%+5513F-HRTimeline
BLAIR WILLIAM & CO/IL2,327$85.7K<0.01%-113F-HRTimeline
Allworth Financial LP2,268$83.2K<0.01%-12413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,233$82.2K0.01%-1,51513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners2,088$76.9K0.01%-1,27813F-HRTimelineGroup
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …1,971$72.6K<0.01%+1,82213F-HRTimelineGroup
Olistico Wealth, LLC1,963$72.3K0.04%+59913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,921$70.7K<0.01%new13F-HRTimeline
Investors Research Corp1,918$70.6K0.02%+17613F-HRTimeline
Bell Investment Advisors, Inc1,901$70K0.01%+2213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,981$69.9K<0.01%-2,68213F-HRTimelineGroup
Promus Capital, LLC1,881$69.2K0.05%013F-HR/ATimeline
Robinswood Financial LLC1,879$69.2K0.03%013F-HRTimeline
Smartleaf Asset Management LLC1,699$62.5K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,560$57.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,500$55.2K0.02%+1713F-HRTimeline
NFSG Corp1,500$55.2K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$52.3K<0.01%013F-HRTimeline
Towne Trust Company, N.A1,288$47.4K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,242$45.7K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,194$44K<0.01%-36013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,188$43.7K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.1,044$38.4K0.01%+4013F-HRTimeline
HHM Wealth Advisors, LLC1,025$37.7K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$36.8K0.01%new13F-HRTimelineGroup
Key Financial Inc930$34.2K0.01%013F-HRTimeline
Transce3nd, LLC924$34K0.02%+14513F-HRTimeline
Golden State Wealth Management, LLC920$33.9K0.01%+55613F-HR/ATimeline
TD Capital Management LLC882$32.5K<0.01%+913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources869$32K<0.01%new13F-HRTimelineGroup
MATHER GROUP, LLC.849$31.3K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.762$28K0.01%+11913F-HRTimeline
Opal Wealth Advisors, LLC756$27.8K0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC735$27.1K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC714$26.3K<0.01%-9813F-HRTimeline
Pacifica Partners Inc.695$25.2K0.01%-30513F-HRTimeline
Front Row Advisors LLC670$24.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC655$24.1K0.02%013F-HRTimeline
Financial Management Professionals, Inc.597$22K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC576$21.2K<0.01%013F-HRTimeline
Larson Financial Group LLC562$20.7K<0.01%-49813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management512$18.8K<0.01%+14113F-HRTimelineGroup
Bank & Trust Co464$17.1K0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp457$16.8K<0.01%+13513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…450$16.6K<0.01%new13F-HRTimeline
New Millennium Group LLC437$16.1K0.01%013F-HRTimeline
Bogart Wealth, LLC419$15.4K<0.01%+6113F-HRTimeline
Millstone Evans Group, LLC408$15K0.01%+513F-HRTimeline
Fairscale Capital, LLC406$14.9K0.01%new13F-HRTimeline
Rossby Financial, LCC312$11.5K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.323$11K<0.01%new13F-HRTimeline
CENTRAL TRUST Co296$10.9K<0.01%-1,42313F-HRTimeline
Stephens Consulting, LLC294$10.8K<0.01%+313F-HRTimeline
WOLFF WIESE MAGANA LLC272$10K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%013F-HRTimeline
MCF Advisors LLC266$9.79K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.263$9.67K<0.01%-21313F-HRTimeline
Activest Wealth Management261$9.6K<0.01%+313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC239$8.8K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.236$8.69K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.233$8.58K0.01%-1,23013F-HRTimeline
Atlantic Edge Private Wealth Management…227$8.36K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…225$8.28K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.21K<0.01%new13F-HRTimelineGroup
PFG Private Wealth Management, LLC223$8.21K<0.01%-1713F-HRTimeline
DUNCKER STREETT & CO INC213$7.84K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC196$7.21K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.193$7.11K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.181$7K<0.01%+213F-HRTimeline
Whipplewood Advisors, LLC17$6.92K<0.01%new13F-HRTimeline
Archer Investment Corp183$6.74K<0.01%013F-HRTimeline
Caldwell Trust Co181$6.66K<0.01%-61113F-HRTimeline
Reyes Financial Architecture, Inc.176$6.48K<0.01%013F-HRTimeline
Piscataqua Savings Bank168$6.18K0.01%013F-HRTimeline
Sandy Spring Bank161$5.93K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department143$5.26K<0.01%new13F-HRTimeline
EQ WEALTH ADVISORS, LLC142$5.23K<0.01%new13F-HRTimeline
Twin Lakes Capital Management, LLC139$5.12K<0.01%new13F-HRTimeline
Independence Bank of Kentucky133$4.9K<0.01%+2913F-HRTimeline
DHJJ Financial Advisors, Ltd.116$4.27K<0.01%013F-HRTimeline
YANKCOM Partnership111$4.09K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.01K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC98$4K<0.01%013F-HRTimeline
GAMMA Investing LLC94$3.46K<0.01%013F-HR/ATimeline
Park Square Financial Group, LLC94$3.46K<0.01%-1413F-HRTimeline
Asset Management One Co., Ltd.87$3.2K<0.01%+8213F-HRTimeline
PSI Advisors, LLC86$3.17K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…85$3.13K<0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp69$2.54K<0.01%013F-HRTimeline
Parallel Advisors, LLC64$2.36K<0.01%+813F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.61$2.25K<0.01%new13F-HRTimeline
Glassman Wealth Services61$2.25K<0.01%new13F-HRTimeline
CNB Bank60$2.21K<0.01%013F-HRTimeline
City State Bank56$2.06K<0.01%013F-HRTimeline
Avion Wealth58$2K<0.01%013F-HRTimeline
Coastline Trust Co48$1.77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Iron Horse Wealth Management, LLC48$1.77K<0.01%new13F-HRTimeline
LRI Investments, LLC39$1.44K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC38$1.4K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton31$1.14K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC31$1.14K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates30$1.1K<0.01%-5613F-HRTimeline
Cheviot Value Management, LLC29$1.06K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners41$1K<0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.34$1K<0.01%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2$1K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC27$994<0.01%-513F-HRTimeline
Cornerstone Planning Group LLC26$939<0.01%+113F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$737<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT20$736<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC20$736<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.19$699<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$552<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC12$446<0.01%13F-HRTimeline
Blue Trust, Inc.12$442<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC12$441<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC10$368<0.01%new13F-HR/ATimelineGroup
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.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,83613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Hughes Financial Services, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.