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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
SouthState Bank Corpin group SouthState Bank Corp108$3.98K<0.01%013F-HRTimelineGroup
Financial Management Professionals, Inc.92$3.39K<0.01%-2713F-HRTimeline
Independence Bank of Kentucky79$2.91K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC75$2.76K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management67$2.47K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.67$2.47K<0.01%013F-HRTimeline
Team Financial Group, LLC65$2.4K<0.01%013F-HRTimeline
Vision Retirement, LLC64$2.36K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…62$2.29K<0.01%-14713F-HRTimeline
WealthShield Partners, LLC55$2.03K<0.01%-4,14013F-HRTimeline
Avion Wealth65$2K<0.01%013F-HRTimeline
Financial Freedom, LLC50$1.84K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.49$1.79K<0.01%013F-HRTimeline
Coastline Trust Co48$1.77K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lloyd Advisory Services, LLC.47$1.74K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.47$1.74K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC44$1.62K<0.01%+113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC43$1.58K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC41$1.51K<0.01%013F-HRTimeline
LRI Investments, LLC39$1.44K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton31$1.14K<0.01%013F-HRTimeline
Cheviot Value Management, LLC29$1.07K<0.01%013F-HRTimeline
MATHER GROUP, LLC.29$1.07K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.28$1.03K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.24$884<0.01%013F-HRTimeline
CNB Bank23$847<0.01%-3713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp22$811<0.01%013F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…22$811<0.01%+213F-HRTimelineGroup
SOA Wealth Advisors, LLC.22$810<0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC21$774<0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT20$737<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC19$700<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC16$589<0.01%new13F-HRTimeline
Dixon Mitchell Investment Counsel Inc.16$589<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC13$478<0.01%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC12$443<0.01%013F-HRTimeline
YANKCOM Partnership9$332<0.01%-52113F-HRTimeline
Gunpowder Capital Management, LLC dba O…6$221<0.01%013F-HRTimeline
Talon Private Wealth, LLC4$133<0.01%13F-HRTimeline
Bear Mountain Capital, Inc.3$112<0.01%013F-HRTimeline
Asset Dedication, LLC2$74<0.01%013F-HRTimeline
Quaker Wealth Management, LLC2$74<0.01%013F-HRTimeline
Salomon & Ludwin, LLC1$37<0.01%013F-HRTimeline
Kozak & Associates, Inc.1$34<0.01%-8113F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.