Skip to content
Disclosery

USHY ISHARES TR

Follow

SHS (fund)

554 managers (563 13F filers) reported a position in USHY shares at 2025-03-31, 464,273,835 shares in all. 80 filers opened a position and 70 filers sold out during the quarter.

Managers
554
13F filers
563
New
80
Added
214
Reduced
178
Sold out
70
Shares held by filers
464,273,835

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
PRUDENTIAL PLCin group PRUDENTIAL PLC79,714,902$2.93B14.69%+1,499,36213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP40,250,816$1.48B0.22%-2,062,75513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.38,764,566$1.43B0.03%-8,333,76313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN38,233,982$1.41B0.34%+1,124,17913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/27,770,173$1.02B0.09%+23,211,21413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,808,055$765M0.69%+1,383,02413F-HR/ATimelineGroup
Ilmarinen Mutual Pension Insurance Co17,180,000$632M5.6%+3,300,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,891,938$585M0.22%+432,54513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC15,673,063$577M0.11%+929,03413F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,395,394$456M0.03%-417,50013F-HRTimelineGroup
Ocean Park Asset Management, LLC11,630,696$428M15.19%+1,895,85813F-HRTimeline
Japan Science & Technology Agency8,819,906$325M4.99%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO8,187,111$301M0.02%+4,277,29113F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,179,399$228M0.5%-1,789,71913F-HR/ATimelineGroup
Counterpoint Mutual Funds LLC5,243,786$193M27.65%-3,157,21713F-HRTimeline
LPL Financial LLC4,846,157$178M0.07%+1,008,87313F-HRTimeline
Kensington Asset Management, LLC4,651,110$171M17.99%-83,05013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,612,643$170M-128,650Timeline
TIAAgroup of 2 filers holding4,408,260$162M-56,674Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,461,944$127M0.1%-4,706,79713F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,256,651$120M-106,722Timeline
UBS Group AGgroup of 2 filers holding3,079,185$113M-323,020Timeline
NEPC LLC2,563,323$94.4M2.61%013F-HRTimeline
1832 Asset Management L.P.2,305,575$84.9M0.16%-11,54313F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …2,299,000$84.6M0.52%+2,025,00013F-HRTimeline
SigFig Wealth Management, LLC2,244,687$82.5M2.98%+49,27813F-HRTimeline
1607 Capital Partners, LLC2,090,600$77M6.2%+422,00013F-HRTimeline
Clark Capital Management Group, Inc.2,059,568$75.8M0.54%+1,26013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,988,000$73.2M2.15%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,840,992$67.8M0.01%+102,11413F-HRTimelineGroup
Roberts Financial Services LLC1,796,957$66.1M12.85%-15,81313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,788,698$65.8M0.05%+1,348,53213F-HRTimelineGroup
One Capital Management, LLC1,714,716$63.1M2.13%+57,75213F-HRTimeline
REBALANCE, LLC1,698,829$62.5M4.6%+48,79213F-HRTimeline
Angeles Investment Advisors, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,604,000$59M3.18%-567,00013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,574,329$58M0.12%+181,14713F-HRTimelineGroup
Bricktown Capital, LLC1,570,846$57.8M10.83%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,524,665$56.1M0.15%-34,84613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,480,560$54.5M0.03%013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,355,000$49.9M0.58%new13F-HRTimeline
Koss-Olinger Consulting, LLC1,313,615$48.4M4.07%+14,88113F-HRTimeline
Alaska Permanent Fund Corp1,311,619$48M0.67%-300,00013F-HRTimeline
Wealthfront Advisers LLC1,283,228$47.2M0.13%+161,64913F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP1,228,973$45.2M0.76%+378,19813F-HRTimeline
DSC Meridian Capital LP1,192,052$43.9M35.53%+615,62413F-HRTimeline
Betterment LLC1,183,261$43.6M0.1%+864,46013F-HRTimeline
CWM, LLCin group CWM, LLC1,144,744$42.1M0.17%+8,31813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,144,638$42.1M0.01%-1,167,51513F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC1,043,564$38.4M0.45%+36,72013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,020,095$37.6M0.08%-462,84713F-HRTimelineGroup
Logan Stone Capital, LLC983,933$36.2M16.88%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV963,285$35.5M0.08%-367,13113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\962,905$35.4M0.05%-12,95613F-HRTimelineGroup
NEOS Investment Management LLC961,003$35.2M0.67%+205,31413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC889,962$32.8M0.89%-23,94313F-HRTimeline
Capital Asset Advisory Services LLC886,460$32.6M1.66%-26,79713F-HRTimeline
Cetera Investment Advisers816,561$30.1M0.06%+51,92313F-HRTimeline
OLD MISSION CAPITAL LLC793,334$29.2M0.56%new13F-HRTimeline
STATE STREET CORPin group STATE STREET CORP782,961$28.8M<0.01%-2,542,03913F-HRTimelineGroup
MACKENZIE FINANCIAL CORP779,461$28.7M0.04%+108,57213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP777,705$28.6M0.03%+112,78813F-HRTimelineGroup
Prestige Wealth Management Group LLC757,203$27.9M5.96%+32,60613F-HR/ATimeline
OneDigital Investment Advisors LLC705,427$26M0.31%+464,25013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P666,580$24.5M0.04%+127,39513F-HRTimelineGroup
&PARTNERS650,658$23.9M0.25%+81,37513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding622,284$22.9M+33,727Timeline
SUMITOMO LIFE INSURANCE CO615,600$22.7M0.81%-109,00013F-HRTimeline
Santa Clara Valley Transportation Autho…614,225$22.6M22.36%013F-HRTimeline
GTS SECURITIES LLC555,000$20.4M0.88%new13F-HRTimeline
Baker Avenue Asset Management, LP551,043$20.3M0.64%+10,69913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC547,910$20.2M0.03%+39,16813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC545,567$20.1M0.02%+47,61913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC540,516$19.9M0.02%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC514,841$19M1.46%+24,24613F-HRTimeline
HRT FINANCIAL LP492,607$18.1M0.11%+229,02813F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC495,850$18M1.83%+423,00013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\476,886$17.6M0.01%-431,34113F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV467,101$17.2M7.56%-404,76213F-HR/ATimeline
First Command Advisory Services, Inc.432,007$15.9M0.15%+56,54713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.430,677$15.9M0.15%-8,04413F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC414,138$15.2M0.02%-498,37813F-HRTimelineGroup
Wedmont Private Capital409,744$14.6M0.75%+13,62413F-HRTimeline
FORM Wealth Advisors, LLC392,891$14.5M1.96%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd388,257$14.3M1.25%-31,86613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.388,074$14.3M0.01%+32,73813F-HRTimeline
Allegiance Financial Group Advisory Ser…375,397$13.8M4.2%+28,45913F-HRTimeline
TOWNSQUARE CAPITAL LLC366,000$13.5M0.14%+92,40313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD363,600$13.4M0.04%-98,70013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP354,341$13M0.02%+23,65413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC343,023$12.7M0.06%+238,41213F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd310,219$11.4M0.94%013F-HRTimeline
Rakuten Investment Management, Inc.303,286$11.2M0.05%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…296,970$10.9M0.09%+210,83013F-HRTimelineGroup
Trajan Wealth LLC284,934$10.5M0.57%+49,16713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…276,694$10.2M0.01%+60,95913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.272,427$10M0.02%+1,44913F-HRTimelineGroup
FC Advisory LLC271,545$10M3.38%+9,27613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC264,578$9.74M0.06%-2,59513F-HRTimelineGroup
Ethos Financial Group, LLC264,068$9.72M0.93%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding258,947$9.53M+65,654Timeline
Heritage Family Offices, LLP251,424$9.25M4.73%-5,53113F-HRTimeline
Destiny Wealth Partners, LLC249,504$9.18M1.46%+11,85813F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…237,522$8.74M0.09%+92713F-HRTimelineGroup
Fisher Asset Management, LLC231,857$8.53M<0.01%-17,70613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC232,415$8.51M0.07%-70,42513F-HRTimelineGroup
Creative Planningin group Creative Planning224,713$8.27M0.01%-27113F-HRTimelineGroup
Steward Partners Investment Advisory, L…222,604$8.19M0.07%-5,20813F-HRTimeline
Grove Bank & Trust220,403$8.11M1.08%+8,72813F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…219,827$8.09M3.02%+3,47013F-HRTimelineGroup
CoreCap Advisors, LLC216,007$7.95M0.35%+213,67913F-HRTimeline
BTS Asset Management, Inc.215,004$7.91M8.94%-24,93913F-HRTimeline
Sage Advisory Services, Ltd.Co.214,414$7.89M4.64%-1,55513F-HRTimeline
Empowered Funds, LLC212,247$7.77M0.11%new13F-HRTimeline
HOWE & RUSLING INC208,526$7.68M0.65%+19,46013F-HRTimeline
Sanctuary Advisors, LLC207,259$7.63M0.05%+40,10813F-HRTimeline
Mechanics Bank Trust Department202,818$7.47M1.02%-4,96213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…190,487$7.01M0.01%+5,97313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…188,503$6.94M0.01%new13F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …186,861$6.88M0.99%-9,33913F-HRTimeline
World Investment Advisors185,920$6.84M0.18%+130,05713F-HRTimeline
RWA WEALTH PARTNERS, LLC181,275$6.67M0.08%-1,31713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC179,571$6.61M0.17%-44,13313F-HRTimeline
San Luis Wealth Advisors LLC178,780$6.58M1.49%-38,47013F-HR/ATimeline
Topel & Distasi Wealth Management, LLC174,913$6.44M3.01%-15,71413F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…173,435$6.38M1.23%+1,77613F-HR/ATimelineGroup
FORTE ASSET MANAGEMENT LLC169,312$6.23M3.14%-2,64113F-HRTimeline
Sigma Planning Corp167,249$6.16M0.2%+3,27613F-HRTimeline
Grey Fox Wealth Advisors, LLC162,411$5.98M1.59%+10,06113F-HRTimeline
COMERICA BANK162,318$5.97M0.03%+20,37013F-HRTimeline
Monument Capital Management161,967$5.96M1.83%+1,43813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC161,896$5.96M0.11%+63,35813F-HRTimeline
UMB Bank, n.a.160,512$5.91M0.1%+13,61713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Single Point Partners, LLC159,481$5.87M1.38%-4,00113F-HRTimeline
Ninety One UK Ltd150,811$5.55M0.02%new13F-HRTimeline
Cornerstone Management, Inc.148,942$5.48M1.03%+3,62513F-HRTimeline
Cambridge Investment Research Advisors,…143,578$5.29M0.02%-1,83413F-HRTimeline
David Kennon Inc142,667$5.25M2.09%-14713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC141,106$5.19M<0.01%+14,11813F-HRTimelineGroup
PPM AMERICA INC/IL132,472$4.88M34.89%new13F-HRTimeline
Paragon Advisors, LLC127,145$4.68M1.77%-12,35413F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC126,886$4.67M0.14%-2,70013F-HRTimeline
Chesapeake Wealth Management126,867$4.67M1.67%+53413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/124,254$4.57M0.01%+1,62213F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC123,359$4.54M0.2%new13F-HRTimelineGroup
Ellevest, Inc.122,426$4.51M0.3%-2,21213F-HRTimeline
MML INVESTORS SERVICES, LLC122,422$4.51M0.02%+24,77113F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…115,938$4.27M0.78%-102,90113F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC115,800$4.26M0.83%+2,15513F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.111,999$4.12M0.07%-199,71113F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…109,383$4.03M0.11%+85913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC108,398$3.99M0.12%+62413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…107,634$3.96M0.18%+27,32913F-HRTimeline
MANNING & NAPIER ADVISORS LLC104,652$3.85M0.05%-53213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC104,496$3.84M0.33%-61,15613F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.103,295$3.8M1.92%+14,22213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth103,044$3.79M0.01%+1,66813F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding101,939$3.75M-487Timeline
PEAPACK GLADSTONE FINANCIAL CORP99,324$3.66M0.05%new13F-HRTimeline
Financial & Tax Architects, LLC95,645$3.52M0.88%+4,00613F-HRTimeline
Gibbs Wealth Management93,322$3.44M0.83%+4,94413F-HRTimeline
FMR LLCin group FMR LLC93,293$3.43M<0.01%-9,07313F-HRTimelineGroup
Simplicity Wealth,LLC93,129$3.43M0.27%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC93,124$3.43M<0.01%-7,63313F-HRTimelineGroup
Horizon Investments, LLC92,034$3.35M0.1%-63,64513F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO90,000$3.31M0.13%new13F-HRTimeline
Trek Financial, LLC88,427$3.26M0.24%-452,39213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…87,629$3.23M0.07%+23,83613F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers86,935$3.2M0.01%-38,63613F-HRTimelineGroup
Octavia Wealth Advisors, LLC86,208$3.17M0.39%+17,90613F-HRTimeline
SWS Partners85,612$3.15M1.03%-2,02113F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…84,087$3.1M0.01%+7713F-HRTimelineGroup
Innovative Wealth Building LLC81,923$3.02M2.78%-7,70513F-HRTimeline
Kathmere Capital Management, LLC81,329$2.99M0.25%+5,95213F-HRTimeline
Orion Porfolio Solutions, LLC78,802$2.9M0.03%+13,70013F-HRTimeline
Orion Portfolio Solutions, LLC78,802$2.9M0.03%+13,70013F-HR/ATimeline
Dodds Wealth, LLC78,102$2.87M0.94%+10,35313F-HRTimeline
VICUS CAPITAL77,849$2.87M0.27%+5,22613F-HRTimeline
Balefire, LLC77,417$2.85M0.98%+17,61713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management76,719$2.82M0.04%-2,45113F-HRTimelineGroup
Goldstone Financial Group, LLC76,004$2.8M0.42%+8,10513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC75,908$2.79M0.03%-7,16213F-HRTimelineGroup
Strive Asset Management, LLC75,158$2.77M1.92%+51,19813F-HR/ATimeline
NEW WAVE WEALTH ADVISORS LLC74,573$2.75M1.23%+19,31813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC74,463$2.74M0.04%-5,70113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …73,113$2.69M0.04%+4,59813F-HRTimelineGroup
Merit Financial Group, LLC72,416$2.67M0.04%-5,05013F-HRTimeline
Counterweight Ventures, LLC70,585$2.6M1.86%+1,26713F-HRTimeline
WEDBUSH SECURITIES INC69,016$2.54M0.09%-9,42113F-HRTimeline
Asset Allocation Strategies LLC67,841$2.5M0.62%+8,69613F-HRTimeline
Integrated Advisors Network LLC65,590$2.41M0.12%+1,30413F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.64,670$2.38M1.29%+54,42113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…61,936$2.28M0.09%+4,28613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.61,757$2.27M0.03%+2,91313F-HRTimelineGroup
Consolidated Portfolio Review Corp60,819$2.24M0.36%-49113F-HRTimeline
Unison Advisors LLC57,479$2.12M0.27%+68113F-HRTimeline
DAVENPORT & Co LLC56,459$2.08M0.01%+9,95013F-HRTimeline
Leeward Financial Partners, LLC55,484$2.04M0.76%+4,05313F-HRTimeline
VERUS CAPITAL PARTNERS, LLC55,334$2.04M0.2%+1,29813F-HR/ATimeline
Angel Oak Capital Advisors, LLC54,380$2M2.67%013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc54,050$1.99M<0.01%new13F-HRTimelineGroup