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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
Parallel Advisors, LLC82$3.07K<0.01%+2613F-HRTimeline
Independence Bank of Kentucky79$2.95K<0.01%-5413F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.76$2.84K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC75$2.81K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp69$2.58K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67$2.5K<0.01%-6713F-HRTimelineGroup
AMERIFLEX GROUP, INC.67$2.5K<0.01%new13F-HRTimeline
Team Financial Group, LLC65$2.43K<0.01%new13F-HRTimeline
Vision Retirement, LLC64$2.39K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC63$2.36K<0.01%new13F-HRTimeline
EASTERN BANK61$2.28K<0.01%new13F-HRTimeline
CNB Bank60$2.24K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC60$2.24K<0.01%+3813F-HRTimeline
Measured Wealth Private Client Group, L…57$2.13K<0.01%new13F-HRTimeline
Avion Wealth65$2K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd50$1.87K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.49$1.83K<0.01%013F-HRTimeline
Coastline Trust Co48$1.79K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kingdom Financial Group LLC.47$1.75K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC43$1.62K<0.01%+1613F-HRTimeline
CURIO WEALTH, LLC42$1.57K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC41$1.53K<0.01%013F-HRTimeline
LRI Investments, LLC39$1.46K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC35$1.3K<0.01%-73313F-HRTimeline
Rosenberg Matthew Hamilton31$1.16K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC31$1.16K<0.01%13F-HRTimeline
Cheviot Value Management, LLC29$1.09K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …27$1.01K<0.01%new13F-HRTimelineGroup
Navalign, LLC25$935<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.24$897<0.01%+1713F-HRTimeline
Camelot Portfolios, LLC23$860<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22$823<0.01%-11913F-HRTimelineGroup
ALERUS FINANCIAL NA22$823<0.01%new13F-HRTimeline
Biltmore Family Office, LLC21$785<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$748<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…20$748<0.01%013F-HRTimelineGroup
N.E.W. Advisory Services LLC19$711<0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC13$480<0.01%013F-HRTimeline
Strategic Advocates LLC12$449<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$449<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC9$337<0.01%new13F-HRTimeline
Park Square Financial Group, LLC8$294<0.01%new13F-HRTimeline
Copia Wealth Management6$224<0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…6$224<0.01%13F-HRTimeline
WealthCollab, LLC5$187<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC4$152<0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.3$113<0.01%-3813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2$75<0.01%new13F-HRTimeline
Asset Dedication, LLC2$75<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$75<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…2$74<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$38<0.01%013F-HRTimeline
REAP Financial Group, LLC0$15<0.01%-1013F-HRTimelineAmount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.8$00%-13713F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.