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Disclosery

USHY ISHARES TR

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SHS (fund)

588 managers (597 13F filers) reported a position in USHY shares at 2025-09-30, 555,122,554 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
588
13F filers
597
New
80
Added
267
Reduced
157
Sold out
56
Shares held by filers
555,122,554

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
First Financial Bankshares Inc7,614$288K0.01%new13F-HRTimeline
Garde Capital, Inc.7,607$287K0.01%-1,00613F-HRTimeline
IRON Financial LLC7,453$282K0.13%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,424$280K0.02%-38313F-HRTimeline
Texas Capital Bank Wealth Management Se…7,405$280K0.02%new13F-HRTimeline
TAGStone Capital, Inc.7,351$278K0.11%+4113F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC7,307$276K0.22%-1,17013F-HRTimeline
GPS Wealth Strategies Group, LLC7,286$275K0.03%+98313F-HRTimeline
Curi Capital, LLC7,250$274K0.01%new13F-HRTimeline
Quartz Partners, LLC7,247$274K0.1%+57313F-HRTimeline
ASHTON THOMAS SECURITIES, LLC7,234$273K0.04%new13F-HRTimeline
Adams Wealth Management7,193$272K0.06%-1,63613F-HRTimeline
CacheTech Inc.7,193$272K0.05%-1,63613F-HRTimeline
Diversified Portfolios, Inc.7,134$270K0.02%+2813F-HRTimeline
Quantinno Capital Management LP7,114$269K<0.01%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC7,100$268K0.18%013F-HRTimeline
TCI Wealth Advisors, Inc.6,884$260K0.02%new13F-HRTimeline
MRP Capital Investments, LLC6,735$253K0.22%013F-HR/ATimeline
Robertson Stephens Wealth Management, L…6,655$251K0.01%-71,82013F-HRTimeline
Harbour Capital Advisors, LLC6,565$247K0.05%-13513F-HRTimeline
FLOW TRADERS U.S. LLC6,412$242K0.01%-91,48513F-HRTimeline
Smartleaf Asset Management LLC6,376$241K0.01%+4,53513F-HRTimeline
Patten Group, Inc.6,355$240K0.05%013F-HRTimeline
Bigelow Investment Advisors, LLC6,265$237K0.1%+20913F-HRTimeline
PRIVATE TRUST CO NA6,206$234K0.02%-2,79213F-HRTimeline
Rothschild Wealth LLC6,141$232K0.05%-4,34313F-HRTimeline
FRG Family Wealth Advisors LLC6,100$230K0.04%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC6,098$230K0.06%new13F-HRTimelineGroup
L & S Advisors Inc6,007$227K0.02%-4,88613F-HRTimeline
G&S Capital LLC5,964$225K0.08%+10113F-HRTimeline
Two West Capital Advisors LLC5,930$224K0.14%+2913F-HRTimeline
KW WEALTH MANAGEMENT LLC5,868$222K0.38%13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,806$219K0.01%-12913F-HRTimeline
AIRE ADVISORS, LLC5,800$219K0.04%+513F-HRTimeline
IVC Wealth Advisors LLC5,783$218K0.1%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,762$218K<0.01%new13F-HRTimelineGroup
Perigon Wealth Management, LLC5,676$214K<0.01%new13F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC5,667$214K0.03%new13F-HRTimeline
Arete Wealth Advisors, LLC5,699$213K0.01%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA5,585$211K0.01%-1,03713F-HRTimeline
Kovack Advisors, Inc.5,464$206K0.02%-51613F-HRTimeline
TSA Wealth Managment LLC5,425$205K0.07%-12413F-HRTimeline
PKS Advisory Services, LLC5,359$202K0.04%new13F-HRTimeline
Strategic Financial Concepts, LLC5,325$201K0.03%new13F-HRTimeline
BBR PARTNERS, LLC5,300$200K0.01%-20013F-HRTimeline
Financial Network Wealth Advisors LLC4,913$186K0.2%-9413F-HRTimeline
Aptus Capital Advisors, LLC4,626$175K<0.01%+1013F-HRTimeline
Wealthspire Advisors, LLC4,217$159K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,162$157K<0.01%+3,47413F-HRTimeline
Advisors Asset Management, Inc.4,055$153K<0.01%new13F-HR/ATimeline
HARRIS ASSOCIATES L P3,795$143K<0.01%new13F-HRTimeline
Friedenthal Financial3,080$116K0.06%013F-HRTimeline
BOKF, NAin group BOKF, NA3,039$115K<0.01%+1,19413F-HRTimelineGroup
AdvisorNet Financial, Inc2,918$110K0.01%+5013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,663$101K0.01%new13F-HRTimelineGroup
Key Financial Inc2,616$98.5K0.02%+2,00613F-HRTimeline
Allworth Financial LP2,481$93.7K<0.01%+25313F-HRTimeline
BLAIR WILLIAM & CO/IL2,221$83.9K<0.01%-13213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,115$79.9K0.01%-11813F-HRTimelineGroup
Capital Investment Advisory Services, L…2,011$76K0.01%+213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,987$75.1K0.01%-2413F-HRTimelineGroup
WHITTIER TRUST CO1,953$73.4K<0.01%-15,23213F-HRTimeline
Investors Research Corp1,918$72.5K0.01%013F-HRTimeline
Promus Capital, LLC1,881$71.1K0.05%013F-HRTimeline
Robinswood Financial LLC1,879$71K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,581$59.7K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,552$58.6K0.02%+2613F-HR/ATimeline
Strategic Wealth Partners, Ltd.1,542$58.3K<0.01%+64613F-HRTimeline
NFSG Corp1,500$56.7K0.01%013F-HRTimeline
POM Investment Strategies, LLC1,425$53.8K0.03%new13F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$53.7K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,400$52.9K<0.01%-58113F-HRTimelineGroup
ORG Partners LLC1,354$51.1K0.01%-5013F-HRTimeline
Caldwell Trust Co1,341$50.7K<0.01%+1,16013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,281$48.4K<0.01%013F-HRTimeline
Blue Trust, Inc.1,127$42.6K<0.01%-23213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,080$40.8K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,046$39.5K0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.1,030$38.9K<0.01%-713F-HRTimeline
HHM Wealth Advisors, LLC1,025$38.7K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,013$38.3K0.04%-22513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$37.8K0.01%013F-HRTimelineGroup
STANCE CAPITAL LLC978$36.9K0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.937$35.4K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…883$33.4K<0.01%+38813F-HRTimelineGroup
Richardson Capital Management LLC836$31.6K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC768$29K0.01%new13F-HRTimeline
Larson Financial Group LLC751$28.4K<0.01%+15913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC714$26.8K<0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/702$26.5K0.01%013F-HRTimeline
Fairscale Capital, LLC683$25.8K0.02%013F-HRTimeline
Front Row Advisors LLC670$25.3K0.01%013F-HRTimeline
Essential Partners LLC663$25K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO645$24.4K<0.01%+14513F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB629$23.8K<0.01%new13F-HRTimeline
Addison Advisors LLC626$23.7K0.01%+1413F-HRTimeline
Westfuller Advisors, LLC591$22.3K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC576$21.8K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB572$21.6K<0.01%-1,54913F-HR/ATimeline
MPWM ADVISORY SOLUTIONS, LLC548$20.7K0.01%013F-HRTimeline
TRUST CO OF VERMONT481$18.2K<0.01%+13313F-HRTimeline
Bank & Trust Co464$17.5K0.01%013F-HRTimeline
CENTRAL TRUST Co429$16.2K<0.01%+13313F-HRTimeline
Bogart Wealth, LLC419$15.8K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc400$15.1K0.01%+1613F-HRTimeline
Rossby Financial, LCC398$15K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.385$14.5K0.01%+11813F-HRTimeline
Compass Financial Services Inc363$13.7K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc345$13K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC342$12.9K<0.01%-513F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.314$12K<0.01%-1413F-HRTimelineGroup
GAMMA Investing LLC317$12K<0.01%+21713F-HRTimeline
Anchor Investment Management, LLC306$11.6K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors306$11.6K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC297$11.2K<0.01%new13F-HRTimeline
Creekmur Asset Management LLC283$10.7K<0.01%new13F-HRTimeline
MATHER GROUP, LLC.273$10.3K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC272$10.3K0.01%013F-HRTimeline
Activest Wealth Management270$10.2K<0.01%+513F-HRTimeline
MCF Advisors LLC266$10.1K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.255$9.63K<0.01%013F-HRTimeline
Sound Income Strategies, LLC247$9.24K<0.01%-5,42113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.43K<0.01%013F-HRTimelineGroup
DUNCKER STREETT & CO INC213$8.05K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…209$7.9K0.01%-4,19413F-HRTimeline
Seneschal Advisors, LLC202$7.63K0.01%new13F-HRTimeline
Rialto Wealth Management, LLC196$7.41K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.187$7K<0.01%+313F-HRTimeline
Abound Wealth Management179$6.76K<0.01%new13F-HRTimeline
Reyes Financial Architecture, Inc.176$6.65K<0.01%013F-HRTimeline
Piscataqua Savings Bank168$6.34K<0.01%013F-HRTimeline
TD Capital Management LLC164$6.2K<0.01%013F-HRTimeline
Kilter Group LLC150$5.67K<0.01%+513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp141$5.32K<0.01%-12313F-HRTimelineGroup
Twin Lakes Capital Management, LLC139$5.25K<0.01%013F-HRTimeline
Archer Investment Corp137$5.18K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management134$5.06K<0.01%013F-HRTimelineGroup
Independence Bank of Kentucky133$5.03K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.145$5K<0.01%+1413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Towne Trust Company, N.A120$4.53K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.119$4.5K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.12K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp108$4.08K<0.01%-9513F-HRTimelineGroup
FIRST COMMUNITY TRUST NA108$4.08K<0.01%013F-HRTimeline
Wealth Watch Advisors, INC106$4K<0.01%new13F-HRTimeline
Winthrop Capital Management, LLC98$4K<0.01%013F-HRTimeline
HM PAYSON & CO82$3.1K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC75$2.83K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC74$2.8K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp69$2.59K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC68$2.57K<0.01%013F-HRTimeline
CNB Bank60$2.27K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$2.12K<0.01%013F-HRTimeline
Avion Wealth65$2K<0.01%+713F-HRTimeline
TD Waterhouse Canada Inc.49$1.85K<0.01%013F-HRTimeline
Coastline Trust Co48$1.81K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Carolina Wealth Advisors, LLC47$1.78K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC41$1.55K<0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department41$1.55K<0.01%new13F-HRTimelineGroup
Bear Mountain Capital, Inc.41$1.54K<0.01%new13F-HRTimeline
LRI Investments, LLC39$1.47K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton31$1.17K<0.01%-15713F-HRTimeline
Richard W. Paul & Associates, LLC31$1.17K<0.01%013F-HRTimeline
Cheviot Value Management, LLC29$1.09K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC27$1K<0.01%+113F-HRTimeline
New Millennium Group LLC22$831<0.01%-41513F-HRTimeline
Dogwood Wealth Management LLC22$831<0.01%013F-HRTimeline
Biltmore Family Office, LLC21$793<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$756<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$756<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC19$718<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV15$567<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC13$474<0.01%+113F-HRTimeline
Private Wealth Management Group, LLC12$454<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$454<0.01%013F-HRTimeline
Strategic Advocates LLC12$453<0.01%new13F-HRTimeline
REAP Financial Group, LLC10$378<0.01%new13F-HRTimeline
Abich Financial Wealth Management LLC9$340<0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.7$264<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4$151<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC2$76<0.01%-58313F-HRTimeline
Quaker Wealth Management, LLC2$76<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2$75<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.2$41<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$38<0.01%013F-HRTimeline
Keener Financial Planning LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.