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Disclosery

USHY ISHARES TR

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SHS (fund)

541 managers (550 13F filers) reported a position in USHY shares at 2024-12-31, 447,597,690 shares in all. 72 filers opened a position and 56 filers sold out during the quarter.

Managers
541
13F filers
550
New
72
Added
248
Reduced
137
Sold out
56
Shares held by filers
447,597,690

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PRUDENTIAL PLCin group PRUDENTIAL PLC78,215,540$2.88B14.47%+18,429,50213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.47,098,329$1.73B0.04%-7,249,52913F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP42,313,571$1.56B0.22%+3,422,92713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,109,803$1.37B0.33%+2,583,73313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,425,031$715M0.68%+1,302,84713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,459,393$569M0.21%13F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,744,029$542M0.1%+1,267,26413F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co13,880,000$511M4.38%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,812,894$471M0.03%+10,542,77513F-HR/ATimelineGroup
Ocean Park Asset Management, LLC9,734,838$358M12.19%+3,870,54213F-HRTimeline
Japan Science & Technology Agency8,819,906$324M5.56%-2,310,25113F-HRTimeline
Counterpoint Mutual Funds LLC8,401,003$309M38.58%+6,179,24013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS8,168,741$301M0.23%+2,980,00913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,969,118$293M0.57%+765,64213F-HRTimelineGroup
TIAAgroup of 2 filers holding4,874,015$179M-1,098,281Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,741,293$174M+616,545Timeline
Kensington Asset Management, LLC4,734,160$174M10.21%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/4,558,959$168M0.02%-4,87213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,909,820$144M0.01%-60,057,70313F-HRTimelineGroup
LPL Financial LLC3,837,284$141M0.06%+183,74413F-HRTimeline
UBS Group AGgroup of 2 filers holding3,402,205$125M-1,770Timeline
Charles Schwab Trust Cogroup of 2 filers holding3,363,373$124M-248,874Timeline
STATE STREET CORPin group STATE STREET CORP3,325,000$122M<0.01%new13F-HRTimelineGroup
NEPC LLC2,563,323$94.3M2.53%+668,39413F-HRTimeline
1832 Asset Management L.P.2,317,118$85.2M0.15%+1,119,37113F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD2,316,927$85.2M0.22%-1,675,30113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,312,153$85.1M0.02%+1,646,54813F-HRTimelineGroup
SigFig Wealth Management, LLC2,195,409$80.7M2.92%+53,44313F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC2,171,000$79.9M3.84%013F-HRTimelineGroup
Clark Capital Management Group, Inc.2,058,308$75.7M0.53%-3,241,69213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,988,000$73.1M2.15%013F-HRTimelineGroup
Roberts Financial Services LLC1,812,770$66.7M12.58%+58,69313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,738,878$64M0.01%+114,00513F-HRTimelineGroup
1607 Capital Partners, LLC1,668,600$61.4M4.93%+1,657,60013F-HRTimeline
One Capital Management, LLC1,656,964$61M2.02%+74,28313F-HRTimeline
REBALANCE, LLC1,650,037$60.7M4.54%+42,93413F-HRTimeline
Alaska Permanent Fund Corp1,611,619$59.3M0.88%-500,00013F-HRTimeline
Bricktown Capital, LLC1,570,846$57.8M12.07%-317,54313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,559,511$57.4M0.16%+82,87913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,482,942$54.6M0.12%+183,45813F-HR/ATimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,480,560$54.5M0.03%013F-HRTimelineGroup
Venturi Wealth Management, LLC1,398,596$51.5M2.53%-326,18813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,393,182$51.3M0.11%+162,16913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,330,416$48.9M0.12%+42,74013F-HRTimeline
Koss-Olinger Consulting, LLC1,298,734$47.8M4.19%+47,13713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,159,450$42.7M0.07%+1,016,86413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,136,426$41.8M0.17%-10,02713F-HRTimelineGroup
Wealthfront Advisers LLC1,121,579$41.3M0.12%-66,32913F-HR/ATimeline
Prime Capital Investment Advisors, LLC1,006,844$37M0.54%+26,83013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\975,861$35.9M0.05%-22,86913F-HRTimelineGroup
Capital Asset Advisory Services LLC913,257$33.8M1.66%+8,79913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC913,905$33.6M0.83%+9,02713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC912,516$33.6M0.05%-106,09313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\908,227$33.4M0.01%+371,56313F-HR/ATimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV871,863$32.1M1.88%13F-HR/ATimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP850,775$31.3M0.86%-865,18913F-HRTimeline
Cetera Investment Advisers764,638$28.1M0.06%+42,92313F-HRTimeline
NEOS Investment Management LLC755,689$27.8M0.65%+45,68913F-HRTimeline
SUMITOMO LIFE INSURANCE CO724,600$26.7M0.5%+660,30013F-HRTimeline
Prestige Wealth Management Group LLC724,597$26.7M5.54%+27,04313F-HR/ATimeline
MACKENZIE FINANCIAL CORP670,889$24.7M0.03%+484,78813F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP664,917$24.5M0.03%+31,93313F-HRTimelineGroup
Santa Clara Valley Transportation Autho…614,225$22.6M22.74%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding588,557$21.7M+134,205Timeline
DSC Meridian Capital LP576,428$21.2M14.1%-213,80013F-HRTimeline
&PARTNERS569,283$21M0.25%+369,60913F-HRTimeline
Trek Financial, LLC540,819$19.9M1.49%-41,78313F-HRTimeline
Baker Avenue Asset Management, LP540,344$19.9M0.61%+23,96613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P539,185$19.8M0.03%+94,71213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC508,742$18.7M0.03%-10,37213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC497,948$18.3M0.01%+204,65813F-HRTimelineGroup
Clearstead Advisors, LLC491,880$18.1M0.28%+110,41913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC490,595$18M1.42%+16,86913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD462,300$17M0.05%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC440,166$16.2M0.02%+21,96613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.438,721$16.1M0.15%+78113F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd420,123$15.5M1.39%+113,06013F-HRTimelineGroup
Aveo Capital Partners, LLC410,116$15.1M1.65%+245,55013F-HRTimeline
Wedmont Private Capital396,120$14.5M0.77%+18,96213F-HRTimeline
First Command Advisory Services, Inc.375,460$13.8M0.13%+39,11813F-HRTimeline
ALLIANCEBERNSTEIN L.P.355,336$13.1M<0.01%-18,81013F-HRTimeline
Allegiance Financial Group Advisory Ser…346,938$12.8M4.13%+25,59313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP330,687$12.2M0.02%+83,58213F-HRTimelineGroup
Betterment LLC318,801$11.7M0.03%+73,05813F-HRTimeline
TWO SIGMA SECURITIES, LLC312,668$11.5M2.08%+176,56613F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.311,710$11.5M0.13%new13F-HR/ATimelineGroup
JTC Employer Solutions Trustee Ltd310,219$11.4M0.81%013F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC302,840$11.1M0.09%new13F-HRTimelineGroup
Financiere des Professionnels - Fonds d…294,800$10.8M0.76%-15,00013F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …274,000$10.1M0.06%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC273,597$10.1M0.11%+10,00313F-HRTimeline
HighTower Advisors, LLC273,571$10.1M0.01%+219,83613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.270,978$9.97M0.02%+7,46013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC267,173$9.83M0.06%+80413F-HRTimelineGroup
Ethos Financial Group, LLC264,068$9.72M1.27%+245,89413F-HRTimeline
HRT FINANCIAL LP263,579$9.7M0.05%-189,05713F-HRTimeline
FC Advisory LLC262,269$9.65M3.23%+7,57813F-HRTimeline
Avidian Wealth Enterprises, LLC261,397$9.62M0.43%+12,61413F-HRTimeline
Heritage Family Offices, LLP256,955$9.45M4.72%+13,98113F-HRTimeline
Fisher Asset Management, LLC249,563$9.18M<0.01%-34,31913F-HRTimeline
OneDigital Investment Advisors LLC241,177$8.87M0.1%+77,06613F-HRTimeline
BTS Asset Management, Inc.239,943$8.83M8.82%-15,15813F-HRTimeline
Destiny Wealth Partners, LLC237,646$8.74M1.43%+4,22013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…236,595$8.7M0.09%+16,00613F-HRTimelineGroup
Trajan Wealth LLC235,767$8.67M0.48%+22,41313F-HRTimeline
Steward Partners Investment Advisory, L…227,812$8.38M0.07%+8,29113F-HRTimeline
Creative Planningin group Creative Planning224,984$8.28M0.01%+8,45413F-HRTimelineGroup
American Trust224,348$8.25M0.63%-21,85113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC223,704$8.23M0.22%13F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…218,839$8.05M0.73%-1,042,03613F-HRTimelineGroup
San Luis Wealth Advisors LLC217,250$7.99M1.51%+12,12113F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…216,357$7.96M3.04%+9,98413F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.215,969$7.95M4.71%-86,13013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…215,735$7.94M0.01%+35,84313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC211,943$7.8M0.01%new13F-HRTimeline
Grove Bank & Trust211,675$7.79M1.08%+51,85113F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP210,000$7.73M0.01%new13F-HRTimelineGroup
Mechanics Bank Trust Department207,780$7.64M1.02%+2,64413F-HRTimeline
Quantitative Strategies, Inc.202,822$7.46M3.99%+2,09313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …196,200$7.22M1.03%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC193,424$7.12M1.61%+16,17613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding193,293$7.11M+32,632Timeline
Topel & Distasi Wealth Management, LLC190,627$7.01M3%+2,19613F-HRTimeline
HOWE & RUSLING INC189,066$6.96M0.6%-16013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…184,514$6.79M0.01%+9,62013F-HR/ATimeline
RWA WEALTH PARTNERS, LLC182,592$6.72M0.08%+88513F-HRTimeline
FORTE ASSET MANAGEMENT LLC171,953$6.33M3.36%+2,61213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…171,659$6.32M1.29%+3,03813F-HRTimelineGroup
Sanctuary Advisors, LLC167,151$6.24M0.04%+11,61913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC165,652$6.09M0.55%-12,32813F-HRTimeline
Sigma Planning Corp163,973$6.03M0.19%+4,21513F-HRTimeline
Single Point Partners, LLC163,482$6.01M1.39%+9,99813F-HRTimeline
Monument Capital Management160,529$5.91M1.63%-7,23913F-HRTimeline
Horizon Investments, LLC155,679$5.69M0.16%-10,74113F-HRTimeline
Grey Fox Wealth Advisors, LLC152,350$5.6M1.54%+8,53013F-HRTimeline
UMB Bank, n.a.146,895$5.4M0.09%+19,01713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cambridge Investment Research Advisors,…145,412$5.35M0.02%-26,18113F-HRTimeline
Cornerstone Management, Inc.145,317$5.35M1.03%+7,17313F-HRTimeline
David Kennon Inc142,814$5.25M2.07%+2,37113F-HRTimeline
COMERICA BANK141,948$5.22M0.02%+9,10613F-HR/ATimeline
Paragon Advisors, LLC139,499$5.13M1.76%+28,52413F-HRTimeline
Vise Technologies, Inc.134,217$4.94M0.41%+7,79313F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC129,586$4.77M0.14%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC126,988$4.68M<0.01%-45,12613F-HRTimelineGroup
Chesapeake Wealth Management126,333$4.65M1.59%+1,52213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers125,571$4.62M0.01%+70,89913F-HRTimelineGroup
Ellevest, Inc.124,638$4.59M0.26%+7,43013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/122,632$4.51M0.01%+1,07013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.121,935$4.49M0.27%+4,85513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.121,053$4.45M0.03%+94,71013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC113,645$4.18M0.79%-2,87213F-HRTimeline
Robertson Stephens Wealth Management, L…111,064$4.09M0.15%+105,49713F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC72,850$4.05M0.36%-1,540,23913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…108,524$3.99M0.1%+27,12213F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC107,774$3.96M0.12%+5,33913F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC105,184$3.87M0.04%-1,075,30513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC104,611$3.85M0.02%-23,55113F-HRTimelineGroup
Blue Edge Capital, LLC103,069$3.79M0.6%-2,19313F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding102,426$3.77M-107,236Timeline
FMR LLCin group FMR LLC102,366$3.77M<0.01%-588,88813F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth101,376$3.73M0.01%-108,10513F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC100,757$3.71M<0.01%-1,37813F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC98,538$3.63M0.07%+62,84213F-HRTimeline
MML INVESTORS SERVICES, LLC97,651$3.59M0.01%+16,56613F-HRTimeline
Financial & Tax Architects, LLC91,639$3.37M0.86%+5,61613F-HRTimeline
Innovative Wealth Building LLC89,628$3.3M2.98%13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.89,073$3.28M1.63%+7,49713F-HRTimeline
Gibbs Wealth Management88,378$3.25M0.88%+13,44513F-HRTimeline
Q3 Asset Management88,219$3.25M2.02%-23,98513F-HRTimeline
SWS Partners87,633$3.22M0.98%+19,68813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…86,140$3.17M0.03%+58,98813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…84,010$3.09M0.01%-4,54013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC83,070$3.06M0.03%+10,59813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…80,305$2.95M0.13%+26,73913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC80,164$2.95M0.04%-12,05613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management79,170$2.91M0.04%+1,89213F-HRTimelineGroup
WEDBUSH SECURITIES INC78,437$2.89M0.1%+42813F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC78,201$2.88M1.35%+25,25513F-HRTimeline
Merit Financial Group, LLC77,466$2.85M0.05%+10,89313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.75,598$2.78M0.18%+18,42913F-HRTimelineGroup
Kathmere Capital Management, LLC75,377$2.77M0.25%-27113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC74,120$2.73M<0.01%+46,96913F-HRTimelineGroup
VICUS CAPITAL72,623$2.67M0.24%+5,55913F-HRTimeline
MGO ONE SEVEN LLC71,161$2.62M0.1%-9,46613F-HRTimeline
Counterweight Ventures, LLC69,318$2.55M1.8%+2,06513F-HRTimeline
Dodds Wealth, LLC67,749$2.52M0.81%+7,19613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …68,515$2.52M0.04%+1,90513F-HRTimelineGroup
Octavia Wealth Advisors, LLC68,302$2.51M0.3%+4,31413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…68,037$2.5M0.07%+2,37213F-HRTimelineGroup
Goldstone Financial Group, LLC67,899$2.5M0.39%+26,31313F-HRTimeline
TME FINANCIAL, INC.64,001$2.41M2.25%13F-HRTimeline
Orion Porfolio Solutions, LLC65,102$2.4M0.02%+7,32213F-HRTimeline
Orion Portfolio Solutions, LLC65,102$2.4M0.02%+7,32213F-HRTimeline
Integrated Advisors Network LLC64,286$2.37M0.11%+8,05613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…63,793$2.35M0.05%+16,45913F-HRTimelineGroup
NewEdge Advisors, LLC61,365$2.26M0.01%+8,50413F-HRTimeline
Consolidated Portfolio Review Corp61,310$2.26M0.36%+50913F-HRTimeline
Global Retirement Partners, LLC61,078$2.25M0.06%+54,85413F-HRTimeline
Balefire, LLC59,800$2.2M0.75%-4,29013F-HRTimeline
Asset Allocation Strategies LLC59,145$2.19M0.53%new13F-HRTimeline