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Disclosery

USHY ISHARES TR

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SHS (fund)

655 managers (667 13F filers) reported a position in USHY shares at 2025-12-31, 603,811,229 shares in all. 95 filers opened a position and 57 filers sold out during the quarter.

Managers
655
13F filers
667
New
95
Added
293
Reduced
151
Sold out
57
Shares held by filers
603,811,229

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Retirement Wealth Solutions LLC9,597$359K0.23%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,589$359K0.12%+1,06513F-HRTimeline
Geneos Wealth Management Inc.9,553$357K0.01%-46213F-HRTimeline
Foundations Investment Advisors, LLC9,478$354K<0.01%+28013F-HRTimeline
Geometric Wealth Advisors9,477$354K0.05%+21313F-HRTimeline
CPA Asset Management Group, LLC9,384$351K0.12%013F-HRTimeline
WELLINGTON-ALTUS USA INC.9,230$345K0.26%13F-HRTimeline
UPTICK PARTNERS, LLC9,185$343K0.07%new13F-HRTimeline
WEALTHGARDEN F.S. LLC9,114$343K0.23%013F-HRTimeline
Westview Management dba Westview Invest…9,155$342K0.16%13F-HRTimeline
Mattern Wealth Management LLC9,141$342K0.07%013F-HRTimeline
Headlands Technologies LLC9,120$341K0.03%-23,08913F-HRTimeline
HARBOUR INVESTMENTS, INC.9,117$341K0.01%-4513F-HRTimeline
Rinkey Investments9,000$337K0.09%013F-HRTimeline
Sequoia Financial Advisors, LLC8,954$335K<0.01%-93113F-HRTimeline
Koshinski Asset Management, Inc.8,930$334K0.02%013F-HRTimeline
EP Wealth Advisors, LLC8,856$331K<0.01%13F-HRTimeline
Unique Wealth Strategies, LLC8,828$330K0.13%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC8,759$328K0.02%-1,45713F-HRTimeline
Adams Wealth Management8,625$323K0.07%+1,43213F-HRTimeline
CacheTech Inc.8,625$323K0.06%+1,43213F-HRTimeline
Advisors Asset Management, Inc.8,548$320K0.01%+4,49313F-HR/ATimeline
Aldebaran Financial Inc.8,500$318K0.29%013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC8,460$316K0.44%13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,414$315K<0.01%13F-HR/ATimelineGroup
Genesee Capital Advisors, LLC8,210$307K0.12%+3713F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…8,013$300K0.06%13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,995$299K<0.01%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC7,980$298K0.02%new13F-HRTimeline
Cornerstone Wealth Management, LLC7,940$297K0.02%+11913F-HRTimeline
Private Wealth Asset Management, LLC7,907$296K0.03%013F-HRTimeline
Two West Capital Advisors LLC7,864$294K0.17%+1,93413F-HRTimeline
Avidian Wealth Enterprises, LLC7,845$293K0.01%-1,20013F-HRTimeline
HighPoint Advisor Group LLC7,799$292K0.01%new13F-HRTimeline
Diversified Portfolios, Inc.7,757$290K0.02%+62313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,643$286K0.02%+21913F-HRTimeline
Garde Capital, Inc.7,607$284K0.02%013F-HRTimeline
TAGStone Capital, Inc.7,521$281K0.1%+17013F-HRTimeline
IRON Financial LLC7,453$279K0.13%013F-HRTimeline
Peak Retirement Planning, Inc.7,440$278K0.07%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…7,426$278K0.02%-1,41913F-HRTimeline
Quartz Partners, LLC7,369$276K0.1%+12213F-HRTimeline
Savvy Advisors, Inc.7,362$275K0.01%new13F-HRTimeline
Kovack Advisors, Inc.7,307$273K0.01%+1,84313F-HR/ATimeline
Ausdal Financial Partners, Inc.7,289$273K0.01%-17,66313F-HRTimeline
DAVIDSON TRUST CO7,278$272K0.11%-61313F-HRTimeline
Curi Capital, LLC7,250$271K<0.01%013F-HRTimeline
Petros Family Wealth, LLC7,235$271K0.18%new13F-HRTimeline
Sound Income Strategies, LLC7,192$270K0.01%+6,94513F-HRTimeline
Fourth Dimension Wealth, LLC7,233$270K0.1%new13F-HRTimeline
Quantinno Capital Management LP7,148$267K<0.01%+3413F-HRTimeline
Wilson & Boucher Capital Management, LLC7,100$266K0.17%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…7,074$265K0.01%-10,11913F-HRTimelineGroup
Pinion Investment Advisors, LLC7,053$264K0.06%new13F-HRTimeline
ANCHYRA PARTNERS LLC7,021$263K0.08%13F-HRTimeline
ARWA LLC7,006$262K0.15%13F-HRTimeline
Capital Management Associates, Inc6,797$254K0.06%new13F-HRTimeline
ASL Financial, LLC6,710$251K0.2%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC6,621$250K<0.01%+85913F-HRTimelineGroup
Federation des caisses Desjardins du Qu…6,679$250K<0.01%+2,51713F-HRTimeline
KLCM Advisors, Inc.6,634$248K0.02%new13F-HRTimeline
Harbour Capital Advisors, LLC6,595$247K0.05%+3013F-HRTimeline
Rothschild Wealth LLC6,580$246K0.02%+43913F-HR/ATimeline
Gladstone Institutional Advisory LLC6,520$244K0.01%-9,79213F-HRTimeline
TCI Wealth Advisors, Inc.6,511$243K0.01%-37313F-HRTimeline
Patten Group, Inc.6,354$238K0.04%-113F-HRTimeline
SCOTIA CAPITAL INC.6,336$237K<0.01%new13F-HRTimeline
MRP Capital Investments, LLC6,276$235K0.2%-45913F-HRTimeline
PRIVATE TRUST CO NA6,230$233K0.02%+2413F-HRTimeline
Smartleaf Asset Management LLC6,198$232K0.01%-17813F-HRTimeline
IVC Wealth Advisors LLC6,177$231K0.1%+39413F-HRTimeline
Acorn Wealth Advisors, LLC6,169$231K0.07%new13F-HRTimeline
G&S Capital LLC6,101$228K0.08%+13713F-HRTimeline
FRG Family Wealth Advisors LLC6,100$228K0.04%013F-HRTimeline
L & S Advisors Inc6,023$225K0.02%+1613F-HRTimeline
Hennion & Walsh Asset Management, Inc.6,023$225K0.01%new13F-HRTimeline
Boyd Wealth Management, LLC5,969$223K0.09%new13F-HRTimeline
AIRE ADVISORS, LLC5,933$222K0.04%+13313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,828$218K0.01%-25,50313F-HRTimeline
Vestmark Advisory Solutions, Inc.5,827$218K<0.01%-25,50213F-HRTimeline
Perigon Wealth Management, LLC5,697$213K<0.01%+2113F-HRTimeline
KW WEALTH MANAGEMENT LLC5,613$210K0.32%-25513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,583$209K0.07%new13F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,564$208KnewTimeline
Farnam Financial LLC5,561$208K0.16%-2,09913F-HRTimeline
PKS Advisory Services, LLC5,482$205K0.05%+12313F-HRTimeline
Clayton Financial Group LLC5,450$204K0.1%new13F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC5,410$202K0.15%-1,89713F-HRTimeline
Prosperity Consulting Group, LLC5,360$200K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC4,640$174K<0.01%+1413F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,638$173K0.01%new13F-HRTimeline
Financial Network Wealth Advisors LLC4,233$158K0.16%-68013F-HRTimeline
FIL Ltdin group FIL Ltd4,200$157K<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC4,195$157K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc3,788$142K0.01%+87013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC3,731$140K0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…3,716$139K0.02%13F-HRTimeline
Ankerstar Wealth, LLC3,464$130K0.13%13F-HRTimeline
Strategic Wealth Partners, Ltd.3,019$113K0.01%+1,47713F-HRTimeline
Key Financial Inc2,669$99.8K0.02%+5313F-HRTimeline
Allworth Financial LP2,661$99.5K<0.01%+18013F-HRTimeline
Godfrey Financial Associates, Inc.2,577$96.4K0.08%13F-HRTimeline
Waverly Advisors, LLC2,536$94.8K<0.01%new13F-HRTimeline
Capital Investment Advisory Services, L…2,517$94.1K0.01%+50613F-HRTimeline
Westfuller Advisors, LLC2,349$87.8K0.04%+1,75813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…2,332$87.2K0.01%-33113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,295$85.8K<0.01%+7413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,115$79.1K0.01%013F-HRTimelineGroup
Caldwell Trust Co2,070$77.4K0.01%+72913F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,987$74.3K0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.1,975$73.9K0.01%+94513F-HRTimeline
Dorato Capital Management1,928$72.5K0.05%13F-HRTimeline
Olistico Wealth, LLC1,936$72.4K0.04%new13F-HRTimeline
Investors Research Corp1,925$72K0.01%+713F-HRTimeline
Robinswood Financial LLC1,879$70.3K0.02%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,588$59.4K0.02%+3613F-HRTimeline
WHITTIER TRUST CO1,560$58.6K<0.01%-39313F-HRTimeline
CFG Wealth Management Services, Inc.1,558$58.3K0.05%13F-HRTimeline
NFSG Corp1,500$56.1K0.01%013F-HRTimeline
Blue Trust, Inc.1,497$56K<0.01%+37013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,425$53.3K<0.01%+1,41013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$53.2K<0.01%013F-HRTimeline
ORG Partners LLC1,401$52.4K0.01%+4713F-HRTimeline
Cape Investment Advisory, Inc.1,286$48.1K0.01%+27313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,242$46.4K<0.01%-3913F-HRTimeline
Signature Equity Partners, LLC1,216$45.5K0.03%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,080$40.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,074$40.2K<0.01%+4913F-HRTimeline
Pinnacle Bancorp, Inc.1,046$39.1K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$37.4K<0.01%013F-HRTimelineGroup
Elyxium Wealth, LLC971$36.3K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO923$34.5K<0.01%+27813F-HRTimelineGroup
BOKF, NAin group BOKF, NA916$34.3K<0.01%-2,12313F-HRTimelineGroup
Wellington Grp LLC845$31.6K0.01%13F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…800$29.9K<0.01%-8313F-HRTimelineGroup
IFC & Insurance Marketing, Inc.734$27K0.03%13F-HRTimeline
FIRST FINANCIAL CORP /IN/702$26.3K0.01%013F-HRTimeline
Fairscale Capital, LLC683$25.5K0.02%013F-HRTimeline
Front Row Advisors LLC670$25.1K0.01%013F-HRTimeline
Paladin Partners, LLC658$24.6K0.02%13F-HRTimeline
Essential Partners LLC655$24.5K0.01%-813F-HRTimeline
MassMutual Private Wealth & Trust, FSB629$23.5K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.616$23K0.02%new13F-HRTimeline
Larson Financial Group LLC599$22.4K<0.01%-15213F-HRTimeline
Triumph Capital Management586$21.9K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB574$21.5K<0.01%+213F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC571$21.4K0.01%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.558$20.9K<0.01%-84213F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC548$20.5K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC543$20.3K<0.01%-3313F-HRTimeline
YANKCOM Partnership530$19.8K0.01%new13F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.475$18K<0.01%+16113F-HRTimelineGroup
GAMMA Investing LLC469$17.5K<0.01%+15213F-HRTimeline
Bank & Trust Co464$17.4K0.01%013F-HRTimeline
Anchor Investment Management, LLC449$16.8K<0.01%+14313F-HRTimeline
CENTRAL TRUST Co444$16.6K<0.01%+1513F-HRTimeline
Bogart Wealth, LLC419$15.7K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC375$14.1K<0.01%-33913F-HRTimeline
Raleigh Capital Management Inc.368$13.8K<0.01%-1713F-HRTimeline
Compass Financial Services Inc363$13.6K0.01%013F-HRTimeline
Golden State Wealth Management, LLC344$12.9K<0.01%+213F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors306$11.4K<0.01%013F-HRTimelineGroup
True Wealth Design, LLC300$11.2K<0.01%new13F-HRTimeline
Activest Wealth Management276$10.3K<0.01%+613F-HRTimeline
WOLFF WIESE MAGANA LLC272$10.2K0.01%013F-HRTimeline
Palouse Capital Management, Inc.271$10.1K0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.262$10K<0.01%+7513F-HRTimeline
MCF Advisors LLC266$9.95K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.255$9.54K<0.01%013F-HRTimeline
Nemes Rush Group LLC253$9.46K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.34K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT220$8.23K<0.01%-26113F-HRTimeline
DUNCKER STREETT & CO INC213$7.96K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…209$7.82K0.01%013F-HR/ATimeline
Kilter Group LLC207$7.74K<0.01%+5713F-HRTimeline
Rialto Wealth Management, LLC196$7.33K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc181$6.77K<0.01%-21913F-HRTimeline
Reyes Financial Architecture, Inc.176$6.58K<0.01%013F-HRTimeline
Piscataqua Savings Bank168$6.28K<0.01%013F-HRTimeline
TD Capital Management LLC164$6.13K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.152$5.68K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC149$5.57K<0.01%+8113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC144$5.38K<0.01%+14013F-HRTimelineGroup
Garton & Associates Financial Advisors …143$5.35K<0.01%13F-HRTimeline
EQ WEALTH ADVISORS, LLC142$5.31K<0.01%new13F-HRTimeline
Key Capital Management, INC142$5.31K0.01%13F-HRTimeline
Twin Lakes Capital Management, LLC139$5.2K<0.01%013F-HRTimeline
Archer Investment Corp137$5.12K<0.01%013F-HRTimeline
Ransom Advisory, Ltd124$4.64K<0.01%new13F-HRTimeline
Towne Trust Company, N.A120$4.49K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.119$4.45K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.08K<0.01%013F-HRTimeline
Rossby Financial, LCC109$4.08K<0.01%-28913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp108$4.04K<0.01%013F-HRTimelineGroup
FIRST COMMUNITY TRUST NA108$4.04K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC108$4K<0.01%+1013F-HRTimeline
Stephens Consulting, LLC98$3.67K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …91$3.4K<0.01%new13F-HRTimeline
Kozak & Associates, Inc.82$3.08K<0.01%new13F-HRTimeline