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Disclosery

USHY ISHARES TR

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SHS (fund)

569 managers (581 13F filers) reported a position in USHY shares at 2025-06-30, 535,641,581 shares in all. 82 filers opened a position and 69 filers sold out during the quarter.

Managers
569
13F filers
581
New
82
Added
218
Reduced
182
Sold out
69
Shares held by filers
535,641,581

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Brooklyn FI, LLC6,779$254K0.07%013F-HRTimeline
SG Americas Securities, LLC6,760$254K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC6,735$253K0.17%013F-HRTimeline
Quartz Partners, LLC6,674$250K0.11%-3413F-HRTimeline
Harbour Capital Advisors, LLC6,700$250K0.05%-64413F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA6,622$248K0.01%-26713F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC6,444$242K0.04%new13F-HRTimeline
Everhart Financial Group, Inc.6,420$241K0.03%-19413F-HRTimeline
Patten Group, Inc.6,355$238K0.05%013F-HRTimeline
GPS Wealth Strategies Group, LLC6,303$236K0.03%+2,11213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC6,145$231K0.04%-1,15113F-HRTimeline
AE Wealth Management LLC6,067$228K<0.01%-68313F-HRTimeline
Bigelow Investment Advisors, LLC6,056$227K0.1%-5613F-HRTimeline
Kovack Advisors, Inc.5,980$224K0.02%-46313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,935$223K0.01%new13F-HRTimeline
Two West Capital Advisors LLC5,901$221K0.14%-12413F-HRTimeline
G&S Capital LLC5,863$220K0.09%+9913F-HRTimeline
AIRE ADVISORS, LLC5,795$217K0.04%-8713F-HRTimeline
EP Wealth Advisors, LLC5,777$217K<0.01%-2,49513F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,733$214K0.01%+14013F-HRTimelineGroup
Sound Income Strategies, LLC5,668$213K0.01%+11713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,623$211K<0.01%013F-HRTimelineGroup
TSA Wealth Managment LLC5,549$208K0.08%new13F-HRTimeline
BBR PARTNERS, LLC5,500$206K0.01%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC5,470$205K0.07%new13F-HR/ATimeline
Disciplined Investments, LLC5,445$204K0.09%-2,59413F-HRTimeline
PFG Advisors5,395$202K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC5,007$188K0.23%+11213F-HRTimeline
Beacon Capital Management, LLC4,914$184K0.02%-40413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,898$184K0.01%-7,57213F-HRTimelineGroup
Aptus Capital Advisors, LLC4,616$173K<0.01%-30313F-HRTimeline
Arax Advisory Partners4,473$168K0.01%-71213F-HRTimeline
MJT & Associates Financial Advisory Gro…4,403$165K0.2%013F-HR/ATimeline
Friedenthal Financial3,080$116K0.06%new13F-HRTimeline
AdvisorNet Financial, Inc2,868$108K0.01%+48013F-HRTimeline
Dunhill Financial, LLC2,500$93.8K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,353$88.3K<0.01%+2613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,233$83.8K0.01%013F-HRTimelineGroup
Allworth Financial LP2,228$83.6K<0.01%-4013F-HRTimeline
Wilmington Savings Fund Society, FSB2,121$79.6K<0.01%-1,09913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,011$75.4K0.01%-7713F-HRTimelineGroup
Capital Investment Advisory Services, L…2,009$75.4K0.01%-62913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,981$74.3K<0.01%013F-HRTimelineGroup
Olistico Wealth, LLC1,954$73.3K0.04%-913F-HRTimeline
Bell Investment Advisors, Inc1,934$72.5K0.01%+3313F-HRTimeline
Investors Research Corp1,918$71.9K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,891$70.9K<0.01%-9,98213F-HRTimelineGroup
Promus Capital, LLC1,881$70.6K0.05%013F-HR/ATimeline
Robinswood Financial LLC1,879$70.5K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,845$69.2K<0.01%-7,02613F-HRTimelineGroup
Smartleaf Asset Management LLC1,841$68.9K0.01%+14213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,526$57.2K0.02%+2613F-HRTimeline
GeoWealth Management, LLC1,504$56.4K<0.01%new13F-HRTimeline
NFSG Corp1,500$56.3K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$53.3K<0.01%013F-HRTimeline
ORG Partners LLC1,404$52.3K0.01%-1,17313F-HRTimeline
Blue Trust, Inc.1,359$51K<0.01%+1,34713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,281$48.1K<0.01%+3913F-HRTimeline
Cape Investment Advisory, Inc.1,238$46.4K0.02%+47613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,080$40.5K<0.01%new13F-HRTimeline
Pinnacle Bancorp, Inc.1,044$39.2K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,025$38.4K<0.01%013F-HRTimeline
Truvestments Capital LLC1,017$38.1K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.1,037$38K<0.01%+71413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$37.5K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.896$33.6K<0.01%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC752$28.1K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC714$26.8K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/702$26.3K0.01%-48613F-HRTimeline
Pacifica Partners Inc.695$26K0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…688$25.8K<0.01%+23813F-HRTimeline
Fairscale Capital, LLC683$25.5K0.02%+27713F-HRTimeline
Front Row Advisors LLC670$25.1K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC666$25K0.01%new13F-HRTimeline
Essential Partners LLC663$24.9K0.01%13F-HRTimeline
SOA Wealth Advisors, LLC.620$23.3K<0.01%new13F-HRTimeline
Addison Advisors LLC612$23K0.01%new13F-HRTimeline
Key Financial Inc610$22.9K<0.01%-32013F-HRTimeline
Larson Financial Group LLC592$22.2K<0.01%+3013F-HRTimeline
Asset Dedication, LLC585$21.9K<0.01%+58313F-HRTimeline
Glen Eagle Advisors, LLC576$21.6K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC548$20.6K0.01%-10713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO500$18.8K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…495$18.6K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC482$18.1K0.01%-44213F-HRTimeline
Physician Wealth Advisors, Inc.476$17.9K<0.01%new13F-HRTimeline
Bank & Trust Co464$17.4K0.01%013F-HRTimeline
New Millennium Group LLC437$16.4K0.01%013F-HRTimeline
Bogart Wealth, LLC419$15.7K<0.01%013F-HRTimeline
Rossby Financial, LCC398$14.9K0.01%+8613F-HRTimeline
Gen-Wealth Partners Inc384$14.4K0.01%new13F-HRTimeline
TRUST CO OF VERMONT348$13.1K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC347$13K<0.01%-57313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…335$12.6K<0.01%+11013F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.328$12K<0.01%+29413F-HRTimelineGroup
Anchor Investment Management, LLC306$11.5K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors306$11.5K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.299$11.2K<0.01%new13F-HRTimeline
CENTRAL TRUST Co296$11.1K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC272$10.2K0.01%013F-HRTimeline
Raleigh Capital Management Inc.267$10K<0.01%+413F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%013F-HRTimeline
MCF Advisors LLC266$9.98K<0.01%013F-HRTimeline
Activest Wealth Management265$9.95K<0.01%+413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp264$9.92K<0.01%new13F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.255$9.56K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.236$8.83K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.37K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group220$8.25K<0.01%new13F-HR/ATimeline
DUNCKER STREETT & CO INC213$7.99K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp203$7.62K<0.01%-25413F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.197$7.39K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC196$7.35K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton188$7.05K<0.01%+15713F-HRTimeline
HAZLETT, BURT & WATSON, INC.184$7K<0.01%+313F-HRTimeline
Caldwell Trust Co181$6.79K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.176$6.6K0.01%013F-HRTimeline
Piscataqua Savings Bank168$6.3K0.01%013F-HRTimeline
TD Capital Management LLC164$6.15K<0.01%-71813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC159$6K<0.01%new13F-HRTimelineGroup
Kilter Group LLC145$5.44K<0.01%new13F-HRTimeline
Citizens National Bank Trust Department143$5.36K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC142$5.33K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC139$5.21K<0.01%013F-HRTimeline
Archer Investment Corp137$5.14K<0.01%-4613F-HRTimeline
Kiker Wealth Management, LLC135$5.06K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management134$5.03K<0.01%-37813F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.131$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Independence Bank of Kentucky133$4.99K<0.01%013F-HRTimeline
Towne Trust Company, N.A120$4.5K<0.01%-1,16813F-HR/ATimeline
Financial Management Professionals, Inc.119$4.46K<0.01%-47813F-HRTimeline
YANKCOM Partnership111$4.16K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.09K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA108$4.05K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC98$4K<0.01%013F-HRTimeline
Copia Wealth Management103$3.86K<0.01%new13F-HRTimeline
Park Square Financial Group, LLC102$3.83K<0.01%+813F-HRTimeline
GAMMA Investing LLC100$3.75K<0.01%+613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC81$3.04K<0.01%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp69$2.59K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC68$2.55K<0.01%-66713F-HRTimeline
CNB Bank60$2.25K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$2.1K<0.01%-813F-HRTimeline
City State Bank56$2.1K<0.01%013F-HRTimeline
Avion Wealth58$2K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.49$1.83K<0.01%-5,51013F-HRTimeline
Coastline Trust Co48$1.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LRI Investments, LLC39$1.46K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC31$1.16K<0.01%013F-HRTimeline
Cheviot Value Management, LLC29$1.08K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC26$981<0.01%013F-HRTimeline
Dogwood Wealth Management LLC22$818<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP21$773<0.01%13F-HRTimeline
Legacy Investment Solutions, LLC20$751<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$751<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT20$750<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC19$713<0.01%-1913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$563<0.01%013F-HRTimeline
WestEnd Advisors, LLC14$525<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC12$463<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$451<0.01%13F-HRTimeline
Quaker Wealth Management, LLC2$76<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2$40<0.01%-19113F-HRTimeline
Frazier Financial Advisors, LLC1$38<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1$37<0.01%013F-HRTimeline
Heritage Wealth Advisors0$8<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Scarborough Advisors, LLC42$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Wealth Investment Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.