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Disclosery

USHY ISHARES TR

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SHS (fund)

588 managers (597 13F filers) reported a position in USHY shares at 2025-09-30, 555,122,554 shares in all. 80 filers opened a position and 56 filers sold out during the quarter.

Managers
588
13F filers
597
New
80
Added
267
Reduced
157
Sold out
56
Shares held by filers
555,122,554

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 PLC64,782,827$2.45B17.99%-10,510,35813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP61,767,288$2.33B1.59%+39,467,71313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN41,786,383$1.58B0.32%+1,996,94313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.39,558,170$1.49B0.03%-6,415,13013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP34,385,942$1.3B0.17%-657,28413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,467,456$1.19B0.09%+2,102,24613F-HR/ATimelineGroup
Ilmarinen Mutual Pension Insurance Co17,430,000$659M4.94%+350,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,009,852$643M0.09%+588,87913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,820,246$635M0.2%+323,34413F-HRTimelineGroup
Counterpoint Mutual Funds LLC14,409,884$544M42.99%+1,221,32613F-HRTimeline
BRITISH COLUMBIA INVESTMENT MANAGEMENT …14,399,000$544M3.12%013F-HRTimeline
Japan Science & Technology Agency12,819,906$484M8.62%+4,000,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,706,997$480M0.03%+151,48413F-HR/ATimelineGroup
TIAAgroup of 2 filers holding9,364,978$354M+270,636Timeline
Ocean Park Asset Management, LLC7,715,343$291M12.02%-3,915,35313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,632,220$288M0.02%-17,646,35013F-HR/ATimelineGroup
Caisse de depot et placement du Quebec7,557,165$286M0.51%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,357,507$240M0.47%+739,59713F-HRTimelineGroup
TOEWS CORP /ADV6,300,000$238M34.01%+151,00013F-HRTimeline
FMR LLCin group FMR LLC5,730,022$216M0.01%-1,254,57313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,141,654$194M-396,531Timeline
LPL Financial LLC5,009,197$189M0.06%+632,82313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,579,261$173M4.27%+133,85513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding4,536,907$171M-74,474Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,132,747$156M0.03%+619,67613F-HRTimelineGroup
Kensington Asset Management, LLC3,140,450$119M7.11%-655,00013F-HRTimeline
1832 Asset Management L.P.2,865,939$108M0.18%-725,50613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,579,171$97.4M0.21%-103,19613F-HRTimelineGroup
NEPC LLC2,563,323$96.8M2.55%013F-HRTimeline
SigFig Wealth Management, LLC2,540,665$96M2.97%+248,75513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,295,906$86.7M0.07%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,235,893$84.5M0.02%+50,25013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC2,212,132$83.6M0.06%+88,04313F-HRTimelineGroup
One Capital Management, LLC2,107,182$79.6M2.54%+339,54913F-HRTimeline
UBS Group AGgroup of 2 filers holding2,076,413$78.4M-11,818Timeline
1607 Capital Partners, LLC1,979,500$74.8M5.64%-41,70013F-HRTimeline
Angel Oak Capital Advisors, LLC1,855,800$70.1M55.06%+1,807,30013F-HRTimeline
REBALANCE, LLC1,786,170$67.5M4.07%+74,90613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,698,774$64.2M0.1%+162,05713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,575,317$59.5M0.03%+94,75713F-HRTimelineGroup
Bricktown Capital, LLC1,574,912$59.5M9.8%013F-HRTimeline
CWM, LLCin group CWM, LLC1,535,274$58M0.17%+15,97413F-HRTimelineGroup
Betterment LLC1,510,820$57.1M0.11%+216,30913F-HRTimeline
Wealthfront Advisers LLC1,376,561$52M0.12%+150,89113F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,355,000$51.2M0.5%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,336,302$50.5M0.07%+1,245,43913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP1,302,783$49.2M1.12%+28,78313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,289,255$48.5M0.07%+152,61213F-HRTimelineGroup
NEOS Investment Management LLC1,276,768$48M0.36%+94,59413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,238,513$46.8M0.08%+257,11413F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,200,000$45.3M0.17%+800,00013F-HRTimelineGroup
Koss-Olinger Consulting, LLC1,207,451$45.3M3.74%-5,05913F-HRTimeline
BARINGS LLCin group BARINGS LLC1,183,000$44.7M0.85%+737,50013F-HRTimelineGroup
Roberts Financial Services LLC1,113,312$42.1M13.58%+51,37213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,090,160$41.2M-1,916,521Timeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding1,048,302$39.6M+111,649Timeline
Prime Capital Investment Advisors, LLC1,002,331$37.9M0.48%+11,99313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\991,589$37.5M0.04%+1,42013F-HRTimelineGroup
Cetera Investment Advisers949,084$35.9M0.04%+73,28113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding930,766$34.9M+384,737Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP919,530$34.7M0.03%+129,83913F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC913,369$34.5M0.73%+41,12413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.908,814$34.3M0.06%+73,26213F-HRTimelineGroup
MACKENZIE FINANCIAL CORP908,564$34.3M0.04%+68,08013F-HRTimeline
Capital Asset Advisory Services LLC907,040$34.3M1.48%+27,30713F-HRTimeline
Logan Stone Capital, LLC879,417$33.2M15.09%+573,68413F-HRTimeline
Cambridge Investment Research Advisors,…865,186$32.7M0.09%+90,31913F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…809,800$30.6M0.01%+785,00013F-HRTimelineGroup
Prestige Wealth Management Group LLC744,649$28.1M5.43%+18,70413F-HR/ATimeline
BTS Asset Management, Inc.740,413$28M35.86%-65,01413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC717,577$27.4M0.01%+103,57613F-HRTimelineGroup
&PARTNERS699,345$25.8M0.17%+80,48013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC669,836$25.3M0.03%+182,19813F-HRTimeline
Santa Clara Valley Transportation Autho…660,479$25M20.92%+46,25413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS659,474$24.9M0.02%-442,04113F-HRTimelineGroup
SUMITOMO LIFE INSURANCE CO651,200$24.6M0.76%+431,30013F-HRTimeline
Clearstead Advisors, LLC602,424$22.8M0.33%-8,22913F-HRTimeline
First Command Advisory Services, Inc.582,514$22M0.16%+84,00213F-HRTimeline
Baker Avenue Asset Management, LP578,438$21.9M0.52%+14,36313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP577,818$21.8M0.03%+38,47413F-HRTimelineGroup
OneDigital Investment Advisors LLC556,094$21M0.22%-35,36713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC550,954$20.8M1.37%+27,70513F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP504,949$19.1M0.76%+5,98813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC485,358$18.3M0.01%-73,72813F-HRTimelineGroup
DSC Meridian Capital LP465,711$17.6M7.8%-547,48813F-HRTimeline
Ninety One UK Ltd464,171$17.5M0.04%+313,36013F-HR/ATimeline
New York Life Investment Management LLCin group New York Life Investment Mana…459,392$17.4M0.15%+148,53913F-HRTimelineGroup
Financiere des Professionnels - Fonds d…453,600$17.1M0.99%+196,50013F-HRTimeline
Allegiance Financial Group Advisory Ser…445,350$16.8M3.87%+45,04513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC441,842$16.7M0.06%+185,48413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.439,242$16.6M0.01%+37,31813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.432,297$16.3M0.12%+53,23213F-HRTimelineGroup
Wedmont Private Capital422,652$15.9M0.59%+16,19113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD393,000$14.8M0.04%+116,60013F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…390,232$14.7M3.67%+66,21613F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P386,100$14.6M0.02%+74,69013F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC373,668$14.1M0.08%-32013F-HRTimelineGroup
Summit Wealth Group, LLC355,370$13.4M3.25%+17,94513F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc347,238$13.1M0.02%+260,79813F-HRTimelineGroup
Trajan Wealth LLC342,881$13M0.56%+33,46813F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC320,900$12.1M1.19%-23,48013F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.316,316$12M0.04%13F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd310,219$11.7M1.01%013F-HRTimeline
Destiny Wealth Partners, LLC296,944$11.2M1.37%+34,75013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\282,763$10.7M<0.01%+25,97713F-HRTimelineGroup
FC Advisory LLC277,260$10.5M3.06%+1,60113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding275,598$10.4M+21,423Timeline
Grove Bank & Trust268,503$10.1M1.19%+44,65713F-HRTimeline
CoreCap Advisors, LLC267,326$10.1M0.37%+30,63213F-HRTimeline
MANNING & NAPIER ADVISORS LLC260,794$9.86M0.13%-742,23113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…252,444$9.48M0.01%+19,61513F-HRTimeline
Sage Advisory Services, Ltd.Co.244,987$9.26M4.85%+6,53213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC244,725$9.25M1.29%+133,96013F-HRTimeline
Heritage Family Offices, LLP236,040$8.92M4.15%-15,42713F-HRTimeline
HOWE & RUSLING INC233,503$8.82M0.6%+20,08813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…232,696$8.79M0.06%-5,49613F-HRTimelineGroup
PPM AMERICA INC/IL227,053$8.58M46.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC226,695$8.56M0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…220,601$8.33M0.05%-2,53713F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…198,842$7.51M0.04%-373,38613F-HRTimeline
Fisher Asset Management, LLC193,238$7.3M<0.01%-15,75313F-HRTimeline
UMB Bank, n.a.191,839$7.25M0.11%+28,58413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/191,503$7.23M0.01%-296,52313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC190,069$7.18M0.01%-214,06913F-HRTimelineGroup
Modern Wealth Management, LLC187,331$7.08M0.14%-3,63113F-HRTimeline
Sigma Planning Corp182,536$6.9M0.2%+17,48113F-HRTimeline
Keeler Thomas Management LLC179,743$6.79M2.77%+3,83313F-HRTimeline
Grey Fox Wealth Advisors, LLC177,346$6.7M1.37%+9,55313F-HRTimeline
Single Point Partners, LLC170,434$6.44M1.31%+10,32113F-HRTimeline
FORTE ASSET MANAGEMENT LLC165,628$6.26M3.01%+1,22513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…164,010$6.2M0.21%+43,57713F-HRTimeline
Sanctuary Advisors, LLC163,222$6.17M0.04%-71,40313F-HR/ATimeline
World Investment Advisors163,147$6.16M0.13%+99613F-HRTimeline
Kathmere Capital Management, LLC162,887$6.15M0.44%+79,95813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC162,477$6.14M0.15%+15,47413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC160,779$6.07M0.21%+34,52913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding159,359$6.02M-8,496Timeline
Cornerstone Management, Inc.158,263$5.98M0.99%+10,26513F-HRTimeline
HRT FINANCIAL LP157,890$5.96M0.02%-180,21613F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…157,864$5.96M0.92%-9,77913F-HRTimelineGroup
COMERICA BANK156,522$5.91M0.02%+8,13213F-HRTimeline
Little Harbor Advisors, LLC154,078$5.82M2.91%-5,02213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…153,072$5.78M0.01%+45,27413F-HRTimelineGroup
Creative Planningin group Creative Planning149,964$5.67M<0.01%+11,24013F-HRTimelineGroup
Vise Technologies, Inc.143,192$5.41M0.2%+77013F-HRTimeline
MML INVESTORS SERVICES, LLC136,789$5.17M0.01%+6,58813F-HRTimeline
Chesapeake Wealth Management133,632$5.05M1.54%+5,30213F-HRTimeline
Monument Capital Management127,239$4.81M1.2%-36913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC126,886$4.79M0.13%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…123,361$4.66M<0.01%-72913F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC121,713$4.6M0.31%-49,59513F-HRTimeline
TWO SIGMA SECURITIES, LLC121,349$4.58M0.68%new13F-HRTimeline
Ellevest, Inc.119,590$4.52M0.65%+5,39713F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …116,204$4.39M0.58%-49,34513F-HRTimeline
Horizon Investments, LLC117,483$4.39M0.06%-46,43413F-HRTimeline
Orion Porfolio Solutions, LLC115,800$4.37M0.03%+13,65713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…115,150$4.35M0.09%+3,73613F-HRTimelineGroup
Topel & Distasi Wealth Management, LLC114,147$4.31M2.13%+6,11613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…114,119$4.31M0.09%+21,15113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC113,878$4.3M0.03%+25,27813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…113,593$4.29M0.07%+33,54113F-HRTimelineGroup
American Trust107,456$4.06M0.34%-23,85413F-HRTimeline
Edgestream Partners, L.P.107,079$4.05M0.12%-41,03313F-HRTimeline
Paragon Advisors, LLC106,874$4.04M1.04%+23,62313F-HRTimeline
David Kennon Inc106,711$4.03M1.45%-3,57213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC105,743$3.99M0.04%+6,67113F-HRTimeline
Drucker Wealth 3.0, LLC101,244$3.83M0.68%+92,23213F-HRTimeline
MASECO LLP99,534$3.76M0.18%-25,60113F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd98,094$3.71M0.21%-6,80913F-HRTimelineGroup
Ethos Financial Group, LLC97,042$3.67M0.29%-1,73013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC96,621$3.65M1.1%-31413F-HRTimeline
MGO ONE SEVEN LLC96,216$3.64M0.08%+88,64213F-HRTimeline
SWS Partners95,944$3.62M0.88%+10,24113F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC95,262$3.6M1.31%+2,63813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC94,751$3.58M0.07%-68,52913F-HRTimeline
IEQ CAPITAL, LLC93,972$3.55M0.01%new13F-HRTimeline
HighTower Advisors, LLC93,717$3.54M<0.01%-109,46413F-HRTimeline
Octavia Wealth Advisors, LLC93,057$3.52M0.35%+5,57913F-HRTimeline
Twele Capital Management, Inc.92,768$3.5M0.65%+50,13813F-HRTimeline
Financial & Tax Architects, LLC92,600$3.5M0.77%+7513F-HRTimeline
Strive Asset Management, LLC92,133$3.48M1.89%+3,63013F-HR/ATimeline
Trek Financial, LLC91,173$3.44M0.21%-240,10813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …86,884$3.28M0.04%+3,92713F-HRTimelineGroup
Balefire, LLC82,372$3.11M0.62%+1,71813F-HRTimeline
Counterweight Ventures, LLC82,289$3.11M1.82%+9,33713F-HRTimeline
Gibbs Wealth Management80,116$3.03M0.68%-16,98813F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.79,499$3M0.04%+1,28413F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC78,475$2.96M0.5%+4,12313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC76,480$2.89M1.13%+2,16113F-HR/ATimeline
DRIVE WEALTH MANAGEMENT, LLC76,021$2.87M0.61%new13F-HRTimeline
Consolidated Portfolio Review Corp75,147$2.84M0.36%+14,86713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC72,157$2.73M0.08%+48,70413F-HRTimelineGroup
Integrated Advisors Network LLC70,825$2.68M0.11%+5,07413F-HRTimeline
Goldstone Financial Group, LLC70,535$2.66M0.32%+11,69713F-HRTimeline
Leeward Financial Partners, LLC69,028$2.61M0.74%+9,89413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC68,042$2.57M0.02%-9,18313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC66,231$2.5M0.02%-18,08413F-HRTimelineGroup
Mechanics Bank Trust Department64,749$2.45M0.34%-40,93713F-HRTimeline
LeConte Wealth Management, LLC63,969$2.42M1.61%+20,99313F-HRTimeline
WealthCare Investment Partners, LLC63,794$2.4M0.78%+7,11513F-HRTimeline