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Disclosery

USHY ISHARES TR

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SHS (fund)

569 managers (581 13F filers) reported a position in USHY shares at 2025-06-30, 535,641,581 shares in all. 82 filers opened a position and 69 filers sold out during the quarter.

Managers
569
13F filers
581
New
82
Added
218
Reduced
182
Sold out
69
Shares held by filers
535,641,581

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
PRUDENTIAL PLCin group PRUDENTIAL PLC75,293,185$2.82B17.03%-4,421,71713F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.45,973,300$1.72B0.03%+7,208,73413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN39,789,440$1.49B0.33%+1,555,45813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,043,226$1.31B0.18%-5,207,59013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/29,365,210$1.1B0.09%+1,595,03713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,278,570$948M0.07%+17,091,45913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,299,575$834M0.63%+1,491,52013F-HRTimelineGroup
Ilmarinen Mutual Pension Insurance Co17,080,000$641M5.15%-100,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,496,902$619M0.21%+604,96413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,420,973$616M0.1%+747,91013F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …14,399,000$540M3.14%+12,100,00013F-HRTimeline
Counterpoint Mutual Funds LLC13,188,558$495M43.77%+7,944,77213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,555,513$471M0.03%+160,11913F-HRTimelineGroup
Ocean Park Asset Management, LLC11,630,696$428M15.19%013F-HRTimeline
TIAAgroup of 2 filers holding9,094,342$340M+4,686,082Timeline
Japan Science & Technology Agency8,819,906$331M5.25%013F-HRTimeline
FMR LLCin group FMR LLC6,984,595$262M0.01%+6,891,30213F-HRTimelineGroup
TOEWS CORP /ADV6,149,000$231M33.57%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…5,617,910$211M0.46%-561,48913F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,538,185$208M+925,542Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,611,381$173M+3,989,097Timeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,445,406$167M4.54%new13F-HRTimeline
LPL Financial LLC4,376,374$164M0.05%-469,78313F-HRTimeline
Kensington Asset Management, LLC3,795,450$142M10.75%-855,66013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1832 Asset Management L.P.3,591,445$135M0.23%+1,285,87013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,513,071$132M0.03%+2,368,43313F-HR/ATimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding3,006,681$113M-249,970Timeline
Silver Point Capital L.P.in group Silver Point Capital L.P.2,950,000$111M7.77%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,682,367$101M0.24%+1,157,70213F-HRTimelineGroup
NEPC LLC2,563,323$96.2M2.43%013F-HRTimeline
SigFig Wealth Management, LLC2,291,910$85.7M2.84%+47,22313F-HRTimeline
Alaska Permanent Fund Corp2,286,619$85.5M5.07%+975,00013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,185,643$82M0.02%+344,65113F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,124,089$79.7M0.06%+335,39113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,088,231$78.3M-990,954Timeline
1607 Capital Partners, LLC2,021,200$75.8M6.15%-69,40013F-HRTimeline
One Capital Management, LLC1,767,633$66.3M2.3%+52,91713F-HRTimeline
REBALANCE, LLC1,711,264$64.2M4.36%+12,43513F-HRTimeline
Bricktown Capital, LLC1,574,912$59.1M10.7%+4,06613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,536,717$57.6M0.1%-37,61213F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,519,300$57M0.2%+374,55613F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,480,560$55.5M0.03%013F-HRTimelineGroup
FACTORY MUTUAL INSURANCE CO1,355,000$50.8M0.56%013F-HRTimeline
Venturi Wealth Management, LLC1,349,330$50.6M2.5%+1,319,24613F-HRTimeline
Betterment LLC1,294,511$48.6M0.1%+111,25013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,274,000$47.8M3.44%-714,00013F-HRTimelineGroup
Wealthfront Advisers LLC1,225,670$46M0.12%-57,55813F-HRTimeline
Koss-Olinger Consulting, LLC1,212,510$45.5M3.73%-101,10513F-HRTimeline
NEOS Investment Management LLC1,182,174$44.1M0.55%+221,17113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,136,643$42.6M0.08%+116,54813F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,101,515$41.3M0.03%-2,360,42913F-HRTimelineGroup
Roberts Financial Services LLC1,061,940$39.8M13.74%-735,01713F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,049,466$39.4M-554,534Timeline
DSC Meridian Capital LP1,013,199$38M20.82%-178,85313F-HRTimeline
MANNING & NAPIER ADVISORS LLC1,003,025$37.6M0.45%+898,37313F-HRTimeline
Prime Capital Investment Advisors, LLC990,338$37.1M0.49%-53,22613F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\990,169$37.1M0.05%+27,26413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV981,399$36.8M0.08%+18,11413F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding936,653$35.1M+659,959Timeline
Cetera Investment Advisers875,803$32.9M0.06%+59,24213F-HRTimeline
Capital Asset Advisory Services LLC879,733$32.8M1.53%-6,72713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC872,245$32.7M0.79%-17,71713F-HRTimeline
MACKENZIE FINANCIAL CORP840,484$31.5M0.04%+61,02313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.835,552$31.3M0.05%+563,12513F-HRTimelineGroup
BTS Asset Management, Inc.805,427$30.2M36.38%+590,42313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP789,691$29.6M0.03%+11,98613F-HRTimelineGroup
Cambridge Investment Research Advisors,…774,867$29.1M0.09%+631,28913F-HRTimeline
Prestige Wealth Management Group LLC725,945$27.2M5.55%-31,25813F-HR/ATimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…226,366$23.4M1.94%new13F-HRTimelineGroup
&PARTNERS618,865$23.2M0.18%-31,79313F-HRTimeline
Santa Clara Valley Transportation Autho…614,225$23M21.85%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC614,001$23M0.01%+472,89513F-HRTimelineGroup
Clearstead Advisors, LLC610,653$22.9M0.32%+600,94213F-HRTimeline
OneDigital Investment Advisors LLC591,461$22.2M0.25%-113,96613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…572,228$21.5M0.12%new13F-HRTimeline
Baker Avenue Asset Management, LP564,075$21.2M0.6%+13,03213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC559,086$21M0.02%+13,51913F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding546,029$20.5M+442,985Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP539,344$20.2M0.03%+185,00313F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC523,249$19.6M1.42%+8,40813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP498,961$18.7M0.75%-730,01213F-HRTimeline
First Command Advisory Services, Inc.498,512$18.7M0.16%+66,50513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/488,026$18.3M0.02%+363,77213F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC487,638$18.3M0.02%-60,27213F-HRTimeline
BARINGS LLCin group BARINGS LLC445,500$16.7M0.39%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC421,457$15.8M0.02%new13F-HRTimeline
Wedmont Private Capital406,461$15.2M0.65%-3,28313F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC404,138$15.2M0.02%-10,00013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.401,924$15.1M<0.01%+13,85013F-HRTimeline
Allegiance Financial Group Advisory Ser…400,305$15M3.98%+24,90813F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…400,000$15M0.06%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.379,065$14.2M0.12%-51,61213F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC373,988$14M0.08%+109,41013F-HRTimelineGroup
SHENKMAN CAPITAL MANAGEMENT INC344,380$12.9M1.28%-151,47013F-HRTimeline
HRT FINANCIAL LP338,106$12.7M0.06%-154,50113F-HRTimeline
Summit Wealth Group, LLC337,425$12.7M3.25%+306,26113F-HRTimeline
Trek Financial, LLC331,281$12.4M0.83%+242,85413F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…324,016$12.2M3.85%+104,18913F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P311,410$11.7M0.01%-355,17013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…310,853$11.7M0.11%+73,33113F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd310,219$11.6M1.11%013F-HRTimeline
Trajan Wealth LLC309,413$11.6M0.57%+24,47913F-HRTimeline
Logan Stone Capital, LLC305,733$11.5M5.4%-678,20013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD276,400$10.4M0.03%-87,20013F-HRTimelineGroup
FC Advisory LLC275,659$10.3M3.19%+4,11413F-HRTimeline
FORM Wealth Advisors, LLC272,994$10.2M1.24%-119,89713F-HRTimeline
Destiny Wealth Partners, LLC262,194$9.83M1.32%+12,69013F-HRTimeline
Financiere des Professionnels - Fonds d…257,100$9.64M0.58%new13F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\256,786$9.63M<0.01%-220,10013F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC256,358$9.62M0.04%-86,66513F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding254,175$9.53M-4,772Timeline
Heritage Family Offices, LLP251,467$9.25M4.68%+4313F-HRTimeline
Engineers Gate Manager LP245,704$9.22M0.11%+239,81713F-HRTimeline
Sage Advisory Services, Ltd.Co.238,455$8.94M4.87%+24,04113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…238,192$8.93M0.07%-58,77813F-HRTimelineGroup
CoreCap Advisors, LLC236,694$8.88M0.36%+20,68713F-HRTimeline
Sanctuary Advisors, LLC234,625$8.8M0.05%+27,36613F-HRTimeline
Simplicity Wealth,LLC232,550$8.72M0.36%+139,42113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…232,829$8.7M0.01%+42,34213F-HRTimeline
Grove Bank & Trust223,846$8.4M1.05%+3,44313F-HRTimeline
Steward Partners Investment Advisory, L…223,138$8.37M0.07%+53413F-HRTimeline
SUMITOMO LIFE INSURANCE CO219,900$8.25M0.56%-395,70013F-HRTimeline
HOWE & RUSLING INC213,415$8.01M0.59%+4,88913F-HRTimeline
Fisher Asset Management, LLC208,991$7.84M<0.01%-22,86613F-HRTimeline
HighTower Advisors, LLC203,181$7.62M0.01%+153,34413F-HRTimeline
Modern Wealth Management, LLC190,962$7.16M0.18%new13F-HR/ATimeline
Keeler Thomas Management LLC175,910$6.6M2.84%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC171,308$6.43M0.49%+66,81213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding167,855$6.3M+65,916Timeline
Grey Fox Wealth Advisors, LLC167,793$6.29M1.5%+5,38213F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…167,643$6.29M1.07%-5,79213F-HR/ATimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …165,549$6.21M0.85%-21,31213F-HRTimeline
Sigma Planning Corp165,055$6.19M0.19%-2,19413F-HRTimeline
FORTE ASSET MANAGEMENT LLC164,403$6.17M3.14%-4,90913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC163,280$6.12M0.13%-16,29113F-HRTimeline
UMB Bank, n.a.163,255$6.12M0.1%+2,74313F-HR/ATimeline
World Investment Advisors162,151$6.08M0.14%-23,76913F-HRTimeline
Horizon Investments, LLC163,917$6.08M0.1%+71,88313F-HRTimeline
Single Point Partners, LLC160,113$6.01M1.31%+63213F-HRTimeline
Little Harbor Advisors, LLC159,100$5.97M3.54%new13F-HRTimeline
Ninety One UK Ltd150,811$5.66M0.01%013F-HRTimeline
COMERICA BANK148,390$5.57M0.02%-13,92813F-HRTimeline
Edgestream Partners, L.P.148,112$5.56M0.15%+128,22013F-HRTimeline
Cornerstone Management, Inc.147,998$5.55M0.96%-94413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC147,003$5.51M0.14%+38,60513F-HRTimelineGroup
Vise Technologies, Inc.142,422$5.34M0.22%13F-HRTimeline
Creative Planningin group Creative Planning138,724$5.2M<0.01%-85,98913F-HRTimelineGroup
American Trust131,310$4.93M0.46%new13F-HRTimeline
MML INVESTORS SERVICES, LLC130,201$4.88M0.01%+7,77913F-HRTimeline
Chesapeake Wealth Management128,330$4.81M1.61%+1,46313F-HRTimeline
Monument Capital Management127,608$4.79M1.25%-34,35913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC126,886$4.76M0.14%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC126,250$4.74M0.18%+2,89113F-HRTimelineGroup
MASECO LLP125,135$4.69M0.18%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…124,090$4.65M<0.01%+91,68313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…120,433$4.52M0.17%+12,79913F-HRTimeline
Ellevest, Inc.114,193$4.28M0.68%-8,23313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…111,414$4.18M0.1%+2,03113F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC110,765$4.15M0.74%-5,03513F-HRTimeline
David Kennon Inc110,283$4.14M1.55%-32,38413F-HRTimeline
Topel & Distasi Wealth Management, LLC108,031$4.05M2.12%-66,88213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…107,798$4.04M0.01%+23,71113F-HR/ATimelineGroup
Mechanics Bank Trust Department105,686$3.96M0.57%-97,13213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd104,903$3.93M0.27%-283,35413F-HRTimelineGroup
Orion Porfolio Solutions, LLC102,143$3.83M0.03%+23,34113F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC99,072$3.72M0.05%-62,82413F-HRTimeline
Ethos Financial Group, LLC98,772$3.7M0.32%-165,29613F-HRTimeline
FLOW TRADERS U.S. LLC97,897$3.67M0.14%new13F-HRTimeline
Gibbs Wealth Management97,104$3.64M0.7%+3,78213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC96,935$3.64M1.16%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…92,968$3.49M0.08%+5,33913F-HRTimelineGroup
HERITAGE OAK WEALTH ADVISORS LLC92,624$3.47M1.34%+72,49813F-HRTimeline
Financial & Tax Architects, LLC92,525$3.47M0.84%-3,12013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers90,863$3.41M0.01%+3,92813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC90,078$3.38M<0.01%-3,04613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC88,600$3.32M0.03%new13F-HRTimelineGroup
Strive Asset Management, LLC88,503$3.32M2%+13,34513F-HRTimeline
Octavia Wealth Advisors, LLC87,478$3.28M0.37%+1,27013F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc86,440$3.24M0.01%+32,39013F-HRTimelineGroup
SWS Partners85,703$3.21M0.87%+9113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC84,315$3.16M0.03%+8,40713F-HRTimelineGroup
Paragon Advisors, LLC83,251$3.12M0.82%-43,89413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …82,957$3.11M0.04%+9,84413F-HRTimelineGroup
Kathmere Capital Management, LLC82,929$3.11M0.24%+1,60013F-HRTimeline
VICUS CAPITAL82,539$3.1M0.26%+4,69013F-HRTimeline
Balefire, LLC80,654$3.03M0.66%+3,23713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…80,052$3M0.06%+26,84913F-HRTimelineGroup
Robertson Stephens Wealth Management, L…78,475$2.94M0.1%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.78,215$2.93M0.04%+16,45813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC77,225$2.9M0.03%+2,76213F-HRTimeline
RIVERSEDGE ADVISORS, LLC74,352$2.79M0.55%+23,84013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC74,319$2.79M1.18%-25413F-HRTimeline
Counterweight Ventures, LLC72,952$2.74M1.79%+2,36713F-HRTimeline
Innovative Wealth Building LLC70,500$2.64M2.19%-11,42313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management68,520$2.57M0.03%-8,19913F-HRTimelineGroup
Integrated Advisors Network LLC65,751$2.47M0.11%+16113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…63,182$2.37M0.09%+1,24613F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC61,122$2.29M0.2%+5,78813F-HR/ATimeline
Global Retirement Partners, LLC60,667$2.28M0.06%13F-HRTimeline
Consolidated Portfolio Review Corp60,280$2.26M0.31%-53913F-HRTimeline