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Disclosery

USHY ISHARES TR

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SHS (fund)

645 managers (658 13F filers) reported a position in USHY shares at 2026-03-31, 632,346,176 shares in all. 82 filers opened a position and 91 filers sold out during the quarter.

Managers
645
13F filers
658
New
82
Added
277
Reduced
195
Sold out
91
Shares held by filers
632,346,176

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Lido Advisors, LLCin group Lido Advisors, LLC11,013$406K<0.01%+4,39213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…10,861$400K<0.01%+4,18213F-HRTimeline
Grantvest Financial Group LLC10,702$394K0.26%new13F-HRTimeline
Triad Wealth Partners, LLC10,519$388K0.03%new13F-HRTimeline
GW&K Investment Management, LLC10,512$387K<0.01%+413F-HRTimeline
PUREfi Wealth, LLC10,460$385K0.25%new13F-HRTimeline
Arkadios Wealth Advisors10,422$384K0.01%-13,73913F-HRTimeline
Venture Visionary Partners LLC10,421$384K0.01%-14813F-HRTimeline
EP Wealth Advisors, LLC10,209$376K<0.01%+1,35313F-HRTimeline
Gateway Wealth Partners, LLC10,195$376K0.01%new13F-HRTimeline
Geneos Wealth Management Inc.10,159$374K0.01%+60613F-HRTimeline
Petix & Botte Co10,087$372K0.08%-10,08713F-HRTimeline
Snowden Capital Advisors LLC10,086$372K0.01%-4,07213F-HRTimeline
WEDBUSH SECURITIES INC10,010$369K0.01%new13F-HRTimeline
NORDEN GROUP LLC9,806$361K0.03%+12613F-HRTimeline
HighPoint Advisor Group LLC9,785$360K0.02%+1,98613F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC9,726$358K0.5%+1,26613F-HRTimeline
TFR Capital, LLC.9,704$357K0.11%013F-HRTimeline
Western Wealth Management, LLC9,624$355K0.01%-9,74713F-HR/ATimeline
USAdvisors Wealth Management, LLC9,706$354K0.12%013F-HRTimeline
Geometric Wealth Advisors9,584$353K0.04%+10713F-HRTimeline
Syntegra Private Wealth Group, LLC9,562$352K0.03%-18513F-HRTimeline
ARWA LLC9,348$347K0.17%+2,34213F-HRTimeline
Carter Financial Group, INC.9,373$345K0.21%-37513F-HRTimeline
CPA Asset Management Group, LLC9,358$345K0.12%-2613F-HRTimeline
Sequoia Financial Advisors, LLC9,320$343K<0.01%+36613F-HRTimeline
Foundations Investment Advisors, LLC9,294$342K<0.01%-18413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,263$341K0.02%+1,62013F-HRTimeline
Mattern Wealth Management LLC9,141$337K0.07%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,128$336K0.21%-46113F-HRTimeline
Quantinno Capital Management LP8,972$331K<0.01%+1,82413F-HRTimeline
Koshinski Asset Management, Inc.8,963$330K0.02%+3313F-HRTimeline
D.A. DAVIDSON & CO.8,742$322K<0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …8,311$306K0.02%new13F-HRTimelineGroup
ANCHYRA PARTNERS LLC8,159$301K0.09%+1,13813F-HRTimeline
Genesee Capital Advisors, LLC8,091$298K0.12%-11913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC8,078$298K0.03%13F-HRTimelineGroup
FRG Family Wealth Advisors LLC8,065$297K0.05%+1,96513F-HRTimeline
Pinion Investment Advisors, LLC8,041$296K0.07%+98813F-HRTimeline
Advyzon Investment Management, LLC7,937$292K0.03%-2,26813F-HRTimeline
Diversified Portfolios, Inc.7,763$286K0.02%+613F-HRTimeline
Garde Capital, Inc.7,607$280K0.02%013F-HRTimeline
TAGStone Capital, Inc.7,605$280K0.1%+8413F-HRTimeline
Curi Capital, LLC7,598$280K<0.01%+34813F-HRTimeline
IRON Financial LLC7,453$275K0.12%013F-HRTimeline
Texas Capital Bank Wealth Management Se…7,405$273K0.02%-5,64613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,405$273K+1,841Timeline
Quartz Partners, LLC7,377$272K0.1%+813F-HRTimeline
TRUST POINT INC.7,359$271K0.02%new13F-HRTimeline
Kovack Advisors, Inc.7,301$268K0.01%-613F-HRTimeline
Wilson & Boucher Capital Management, LLC7,100$262K0.17%013F-HRTimeline
First Bank & Trust7,062$260K0.04%new13F-HRTimeline
Two West Capital Advisors LLC6,950$258K0.14%-91413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …6,938$256K<0.01%-1,47613F-HRTimelineGroup
PRIVATE TRUST CO NA6,923$255K0.02%+69313F-HRTimeline
Ausdal Financial Partners, Inc.6,858$253K0.01%-43113F-HRTimeline
SCOTIA CAPITAL INC.6,851$252K<0.01%+51513F-HRTimeline
HBW ADVISORY SERVICES LLC6,796$250K0.03%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,806$250K0.02%-62013F-HRTimeline
Petros Family Wealth, LLC6,728$248K0.18%-50713F-HRTimeline
ASL Financial, LLC6,710$247K0.2%013F-HRTimeline
Harbour Capital Advisors, LLC6,595$246K0.05%013F-HRTimeline
Clearstead Advisors, LLC6,662$245K<0.01%-578,41013F-HRTimeline
Patten Group, Inc.6,619$244K0.04%+26513F-HRTimeline
DAVIDSON TRUST CO6,590$243K0.1%-68813F-HRTimeline
TCI Wealth Advisors, Inc.6,511$240K0.01%013F-HRTimeline
Perigon Wealth Management, LLC6,241$230K<0.01%+54413F-HRTimeline
MRP Capital Investments, LLC6,206$229K0.2%-7013F-HRTimeline
Acorn Wealth Advisors, LLC6,184$228K0.07%+1513F-HRTimeline
G&S Capital LLC6,170$227K0.08%+6913F-HRTimeline
KLCM Advisors, Inc.6,125$226K0.02%-50913F-HRTimeline
IVC Wealth Advisors LLC6,118$225K0.1%-5913F-HRTimeline
Boyd Wealth Management, LLC6,103$225K0.1%+13413F-HRTimeline
Strategic Financial Concepts, LLC6,086$224K0.06%new13F-HRTimeline
L & S Advisors Inc6,039$222K0.03%+1613F-HRTimeline
Integris Wealth Management, LLC6,018$222K0.05%new13F-HRTimeline
AIRE ADVISORS, LLC6,000$221K0.04%+6713F-HRTimeline
Gladstone Institutional Advisory LLC5,994$221K0.01%-52613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,880$217K<0.01%new13F-HRTimelineGroup
FIRST HORIZON CORP5,733$211K0.01%new13F-HRTimeline
FDx Advisors, Inc.5,735$211K0.07%new13F-HRTimeline
USA FINANCIAL FORMULAS5,652$208K0.04%new13F-HRTimeline
Rareview Capital LLC5,535$208K0.12%new13F-HRTimeline
Valeo Financial Advisors, LLC5,628$207K<0.01%-30,74413F-HRTimeline
John W. Brooker & Co., CPAs5,532$204K0.32%new13F-HRTimeline
Selective Wealth Management, Inc.5,451$202K0.06%new13F-HRTimeline
LexAurum Advisors, LLC5,466$201K0.03%13F-HRTimeline
Clayton Financial Group LLC5,450$201K0.1%013F-HRTimeline
Keating Financial Advisory Services, In…5,390$199K0.03%+1,67413F-HRTimeline
IMA Advisory Services, Inc.4,776$176K0.02%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC4,494$166K<0.01%-26,66113F-HRTimeline
Essential Partners LLC4,254$157K0.05%+3,59913F-HRTimeline
Police & Firemen's Retirement System of…4,000$147K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC3,984$147K<0.01%-65613F-HRTimeline
Ankerstar Wealth, LLC3,840$141K0.15%+37613F-HRTimeline
AdvisorNet Financial, Inc3,840$141K0.01%+5213F-HRTimeline
Westfuller Advisors, LLC3,528$130K0.06%+1,17913F-HRTimeline
Qube Research & Technologies Ltd3,198$118K<0.01%+3,14813F-HRTimeline
Smartleaf Asset Management LLC3,216$117K<0.01%-2,98213F-HRTimeline
Financial Network Wealth Advisors LLC3,059$113K0.12%-1,17413F-HRTimeline
Clean Yield Group3,017$111K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,942$108K0.01%+1,51713F-HRTimeline
Mosley Wealth Management2,849$108K0.05%new13F-HRTimeline
Key Financial Inc2,669$98.3K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.2,612$96.2K0.08%+3513F-HRTimeline
Strategic Wealth Partners, Ltd.2,564$94.5K0.01%-45513F-HRTimeline
Waverly Advisors, LLC2,536$93.4K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…2,531$93.2K0.01%+1413F-HRTimeline
BLAIR WILLIAM & CO/IL2,314$85.2K<0.01%+1913F-HRTimeline
Olistico Wealth, LLC2,279$84K0.04%+34313F-HRTimeline
Allworth Financial LP2,145$79K<0.01%-51613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.2,115$77.9K0.01%013F-HRTimelineGroup
Caldwell Trust Co2,070$76.3K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,991$73.3K0.01%+1613F-HRTimeline
Dorato Capital Management1,928$71.5K0.05%013F-HRTimeline
Investors Research Corp1,925$70.9K0.01%013F-HRTimeline
FIL Ltdin group FIL Ltd1,800$66.3K<0.01%-2,40013F-HRTimelineGroup
Rossby Financial, LCC1,721$63.2K0.01%+1,61213F-HRTimeline
SSA SWISS ADVISORS AG1,645$60.6K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,606$59.2K0.02%+1813F-HRTimeline
WEBSTER BANK, N. A.1,569$57.8K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,560$57.5K<0.01%013F-HRTimeline
Kilter Group LLC1,522$56.1K0.02%+1,31513F-HRTimeline
MidFirst Bank1,509$55.6K<0.01%new13F-HRTimeline
NFSG Corp1,500$55.3K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC1,489$54.9K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,480$54.5K<0.01%-85213F-HRTimelineGroup
CFG Wealth Management Services, Inc.1,558$54.4K0.05%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,442$53.1K0.04%+1,36613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC1,422$52.4K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,242$45.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,203$44.3K0.01%+12913F-HRTimeline
Blue Trust, Inc.1,176$43.3K<0.01%-32113F-HRTimeline
Signature Equity Partners, LLC1,160$42.7K0.02%-5613F-HRTimeline
Pinnacle Bancorp, Inc.1,104$40.7K0.01%+5813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,080$39.8K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,000$36.8K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC809$29.8K<0.01%+36013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…800$29.5K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.723$26.6K0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB717$26.4K<0.01%+14313F-HRTimeline
FIRST FINANCIAL CORP /IN/702$25.9K0.01%013F-HRTimeline
Fairscale Capital, LLC683$25.2K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC666$25K0.01%new13F-HRTimeline
Front Row Advisors LLC670$24.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC666$24.5K<0.01%+63113F-HRTimeline
Larson Financial Group LLC664$24.5K<0.01%+6513F-HRTimeline
Paladin Partners, LLC658$24.2K0.02%013F-HRTimeline
Dunhill Financial, LLC655$24.1K0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc645$23.8K0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.637$23.5K0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC555$20.4K0.01%+713F-HRTimeline
Glen Eagle Advisors, LLC543$20K<0.01%013F-HRTimeline
Parallel Advisors, LLC534$19.7K<0.01%+45213F-HR/ATimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.475$17.5K<0.01%013F-HRTimelineGroup
Bank & Trust Co464$17.1K0.01%013F-HRTimeline
Triumph Capital Management459$16.9K<0.01%-12713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO455$16.8K<0.01%-46813F-HRTimelineGroup
GAMMA Investing LLC404$14.9K<0.01%-6513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC375$13.8K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.372$13.7K<0.01%+413F-HRTimeline
Bogart Wealth, LLC358$13.2K<0.01%-6113F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.340$12.5K<0.01%new13F-HRTimeline
Vanguard National Trust Coin group VANGUARD GROUP INC312$11.5K<0.01%13F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors306$11.3K<0.01%013F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC289$10.6K<0.01%new13F-HRTimeline
STANCE CAPITAL LLC282$10.4K0.01%new13F-HRTimeline
Activest Wealth Management279$10.3K<0.01%+313F-HRTimeline
WOLFF WIESE MAGANA LLC272$10K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…269$10K<0.01%013F-HR/ATimeline
Dogwood Wealth Management LLC270$9.95K<0.01%+21013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC270$9.95K<0.01%new13F-HRTimeline
MCF Advisors LLC266$9.8K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC266$9.8K0.01%-30513F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.255$9.39K<0.01%013F-HRTimeline
Nemes Rush Group LLC253$9.32K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.21K<0.01%013F-HRTimelineGroup
TSFG, LLC211$8K<0.01%new13F-HRTimeline
DUNCKER STREETT & CO INC213$7.85K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.197$7.26K0.01%+2113F-HRTimeline
Rialto Wealth Management, LLC196$7.22K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.194$7K<0.01%-6813F-HRTimeline
Gen-Wealth Partners Inc181$6.67K<0.01%013F-HRTimeline
Signature Resources Capital Management,…173$6.37K<0.01%new13F-HRTimeline
RHL GROUP, LLC168$6.19K0.01%new13F-HRTimeline
Piscataqua Savings Bank168$6.19K<0.01%013F-HRTimeline
TD Capital Management LLC164$6.04K<0.01%013F-HRTimeline
Evolution Advisers, Inc.186$6K<0.01%new13F-HRTimeline
Archer Investment Corp156$5.75K<0.01%+1913F-HRTimeline
Golden State Wealth Management, LLC151$5.59K<0.01%-19313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC144$5.3K<0.01%013F-HRTimelineGroup
Key Capital Management, INC142$5.23K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC139$5.12K<0.01%013F-HRTimeline
CENTRAL TRUST Co133$4.9K<0.01%-31113F-HRTimeline
True Link Financial Advisors, LLC126$4.64K<0.01%new13F-HR/ATimeline
Towne Trust Company, N.A120$4.42K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC116$4.27K<0.01%-3313F-HRTimeline
Cornerstone National Bank & Trust Co115$4.22K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.03K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC108$4K<0.01%013F-HRTimeline