Skip to content
Disclosery

USHY ISHARES TR

Follow

SHS (fund)

666 managers (679 13F filers) reported a position in USHY shares at 2026-06-30, 701,124,737 shares in all. 73 filers opened a position and 55 filers sold out during the quarter.

Managers
666
13F filers
679
New
73
Added
316
Reduced
178
Sold out
55
Shares held by filers
701,124,737

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$8.26K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp222$8.22K<0.01%+20013F-HRTimelineGroup
TRUST CO OF VERMONT220$8.14K<0.01%13F-HRTimeline
TSFG, LLC215$8K<0.01%+413F-HRTimeline
DUNCKER STREETT & CO INC213$7.88K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.209$7.74K<0.01%-13113F-HRTimeline
RHL GROUP, LLC201$7.44K0.01%+3313F-HRTimeline
Reyes Financial Architecture, Inc.197$7.29K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.197$7K<0.01%+313F-HRTimeline
USA FINANCIAL FORMULAS181$6.7K<0.01%13F-HRTimeline
Gen-Wealth Partners Inc181$6.7K<0.01%013F-HRTimeline
Meramec Financial Planners, LLC180$6.61K<0.01%new13F-HRTimeline
Signature Resources Capital Management,…173$6.4K<0.01%013F-HRTimeline
TD Capital Management LLC164$6.07K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.162$6K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC153$5.68K<0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC144$5.33K<0.01%013F-HRTimelineGroup
Key Capital Management, INC142$5.26K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC140$5.17K<0.01%+113F-HRTimeline
Archer Investment Corp137$5.07K<0.01%-1913F-HR/ATimeline
Cornerstone Planning Group LLC115$4.24K<0.01%+7113F-HRTimeline
Cornerstone National Bank & Trust Co115$4.24K<0.01%013F-HRTimeline
ARVEST INVESTMENTS, INC.112$4.15K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$4.04K<0.01%013F-HRTimeline
Signature Equity Partners, LLC109$4.04K<0.01%-1,05113F-HRTimeline
Winthrop Capital Management, LLC108$4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp108$4K<0.01%013F-HRTimelineGroup
Wilkerson Advisory Group LLC94$3.48K<0.01%new13F-HRTimeline
Oakmont Advisory Group, LLC82$3.02K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.80$2.96K<0.01%+3113F-HRTimeline
AMERIFLEX GROUP, INC.67$2.49K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67$2.48K<0.01%013F-HRTimelineGroup
Vision Retirement, LLC64$2.37K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…62$2.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC56$2.07K<0.01%-47813F-HRTimeline
Avion Wealth65$2K<0.01%013F-HRTimeline
MidFirst Bank51$1.89K<0.01%-1,45813F-HRTimeline
Downshift Financial, LLC50$1.85K<0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.49$1.81K<0.01%+213F-HRTimeline
Coastline Trust Co48$1.78K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EVERMAY WEALTH MANAGEMENT LLC41$1.52K<0.01%-24813F-HRTimeline
Millstone Evans Group, LLC41$1.52K<0.01%013F-HRTimeline
LRI Investments, LLC39$1.44K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC35$1.3K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton31$1.15K<0.01%013F-HRTimeline
Cheviot Value Management, LLC29$1.07K<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC24$896<0.01%+1113F-HRTimeline
CNB Bank23$851<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$740<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC19$703<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.19$703<0.01%-513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.13$481<0.01%-1513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$445<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC12$444<0.01%13F-HRTimeline
YANKCOM Partnership9$333<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8$296<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.7$258<0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC6$223<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…6$222<0.01%013F-HRTimeline
Talon Private Wealth, LLC4$139<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$75<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$37<0.01%013F-HRTimeline
Kozak & Associates, Inc.1$35<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$33<0.01%-4,49313F-HRTimeline
MATHER GROUP, LLC.0$16<0.01%-2913F-HRTimelineAmount filed as zero, left out of ratios.
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.