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Disclosery

USHY ISHARES TR

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SHS (fund)

655 managers (667 13F filers) reported a position in USHY shares at 2025-12-31, 603,811,229 shares in all. 95 filers opened a position and 57 filers sold out during the quarter.

Managers
655
13F filers
667
New
95
Added
293
Reduced
151
Sold out
57
Shares held by filers
603,811,229

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP88,011,098$3.29B2.01%+26,243,81013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC63,220,874$2.36B18.75%-1,561,95313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN43,546,896$1.63B0.32%+1,760,51313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP36,543,162$1.37B0.17%+2,157,22013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,515,825$1.22B0.09%+1,048,36913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.20,931,642$783M0.01%-18,626,52813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,751,211$739M0.11%+2,741,35913F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC18,341,550$686M0.21%+1,521,30413F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …16,960,000$634M3.35%+2,561,00013F-HRTimeline
Counterpoint Mutual Funds LLC15,079,411$564M41.77%+669,52713F-HRTimeline
Japan Science & Technology Agency14,319,906$535M9.84%+1,500,00013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co14,080,000$527M4.2%-3,350,00013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY13,291,070$497M0.03%+584,07313F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO11,904,449$445M0.03%+4,272,22913F-HRTimelineGroup
TIAAgroup of 2 filers holding10,235,912$383M+870,934Timeline
Caisse de depot et placement du Quebec10,057,165$376M0.64%+2,500,00013F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding8,083,021$302M+7,034,719Timeline
Ocean Park Asset Management, LLC7,668,224$287M13.46%-47,11913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,336,093$237M0.42%-21,41413F-HRTimelineGroup
FMR LLCin group FMR LLC5,745,828$215M0.01%+15,80613F-HRTimelineGroup
TOEWS CORP /ADV5,719,000$214M31.11%-581,00013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding5,690,429$213M+1,153,522Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,480,082$205M+338,428Timeline
LPL Financial LLC5,462,692$204M0.06%+453,49513F-HRTimeline
Polianta Ltd4,877,000$182M23.87%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,610,233$172M4.12%+30,97213F-HRTimeline
NEPC LLC4,179,289$156M3.33%+1,615,96613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,053,539$152M0.03%-79,20813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding4,036,936$151M+1,960,523Timeline
Kensington Asset Management, LLC3,828,128$143M7.4%+687,67813F-HRTimeline
1832 Asset Management L.P.2,930,783$110M0.14%+64,84413F-HRTimeline
SigFig Wealth Management, LLC2,710,205$101M3.02%+169,54013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,396,151$89.6M0.02%+160,25813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,364,213$88.4M0.18%-214,95813F-HRTimelineGroup
One Capital Management, LLC2,341,985$87.6M2.64%+234,80313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,992,910$74.5M0.04%+417,59313F-HRTimelineGroup
South Dakota Investment Council1,926,000$72M1.37%new13F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…1,900,000$71.1M0.26%+700,00013F-HRTimelineGroup
Betterment LLC1,795,176$67.1M0.13%+284,35613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,789,351$66.9M0.1%+90,57713F-HRTimelineGroup
REBALANCE, LLC1,680,454$62.8M3.67%-105,71613F-HRTimeline
NEOS Investment Management LLC1,674,354$62.6M0.36%+397,58613F-HRTimeline
CWM, LLCin group CWM, LLC1,643,393$61.5M0.17%+108,11913F-HRTimelineGroup
Bricktown Capital, LLC1,615,148$60.4M10.17%+40,23613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,583,506$59.2M0.08%+247,20413F-HRTimelineGroup
1607 Capital Partners, LLC1,536,225$57.4M3.92%-443,27513F-HRTimeline
Koss-Olinger Consulting, LLC1,478,347$55.3M4.28%+270,89613F-HRTimeline
Wealthfront Advisers LLC1,404,133$52.5M0.12%+27,57213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,371,180$51.4M0.08%+132,66713F-HRTimeline
FACTORY MUTUAL INSURANCE CO1,355,000$50.7M0.51%013F-HRTimeline
SHENKMAN CAPITAL MANAGEMENT INC1,280,225$48.1M5.08%+959,32513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,244,389$46.5M0.06%+1,017,69413F-HRTimelineGroup
MACKENZIE FINANCIAL CORP1,233,190$46.1M0.05%+324,62613F-HRTimeline
BARINGS LLCin group BARINGS LLC1,191,000$44.5M0.82%+8,00013F-HRTimelineGroup
Cetera Investment Advisers1,179,315$44.1M0.05%+230,23113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,172,783$43.9M0.6%-130,00013F-HRTimelineGroup
Roberts Financial Services LLC1,156,049$43.2M13.57%+42,73713F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding1,151,058$43M+60,898Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,145,055$42.8M0.06%-144,20013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,076,596$40.3M0.05%+85,00713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,070,546$40M0.06%+161,73213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC1,027,420$38.4M0.47%+25,08913F-HRTimeline
Capital Asset Advisory Services LLC1,018,285$38.2M1.54%+111,24513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,020,061$38.1M0.68%+106,69213F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP958,623$35.8M0.03%+39,09313F-HRTimelineGroup
Ninety One UK Ltd864,416$32.3M0.07%+400,24513F-HRTimeline
DSC Meridian Capital LP851,675$31.8M13.17%+385,96413F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…833,587$31.2M0.27%+374,19513F-HRTimelineGroup
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…809,800$30.3M0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC763,521$28.6M5.45%+18,87213F-HRTimeline
SUMITOMO LIFE INSURANCE CO754,000$28.2M0.77%+102,80013F-HRTimeline
First Command Advisory Services, Inc.709,628$26.5M0.18%+127,11413F-HRTimeline
BTS Asset Management, Inc.691,112$25.9M34.97%-49,30113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC685,069$25.6M0.03%+495,00013F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV676,301$25.3M0.93%new13F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…671,051$25.1M2.39%new13F-HRTimelineGroup
Elo Mutual Pension Insurance Co670,000$25.1M0.38%new13F-HRTimeline
Santa Clara Valley Transportation Autho…660,479$24.7M20.76%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC654,243$24.5M0.03%-15,59313F-HRTimeline
&PARTNERS648,672$24.3M0.13%-50,67313F-HRTimeline
Baker Avenue Asset Management, LP613,323$22.9M0.53%+34,88513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC609,593$22.8M0.01%-107,98413F-HRTimelineGroup
Clearstead Advisors, LLC585,072$21.9M0.28%-17,35213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC575,158$21.5M1.39%+24,20413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.564,497$21.1M0.14%+132,20013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP563,550$21.1M0.03%-14,26813F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS554,247$20.7M0.01%-105,22713F-HRTimelineGroup
OneDigital Investment Advisors LLC534,357$20M0.2%-21,73713F-HRTimeline
Allegiance Financial Group Advisory Ser…471,874$17.6M3.71%+26,52413F-HRTimeline
ALLIANCEBERNSTEIN L.P.468,640$17.5M0.01%+29,39813F-HRTimeline
Wedmont Private Capital441,908$16.6M0.58%+19,25613F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc439,860$16.4M0.03%+92,62213F-HRTimelineGroup
Northeast Financial Group, Inc.in group Northeast Financial Group, In…429,427$16.1M4.03%+39,19513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC387,923$14.5M0.08%+14,25513F-HRTimelineGroup
Trajan Wealth LLC382,233$14.3M0.6%+39,35213F-HRTimeline
Summit Wealth Group, LLC370,580$13.9M3.24%+15,21013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC369,018$13.8M0.05%-72,82413F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC364,166$13.6M0.18%+103,37213F-HRTimeline
Angel Oak Capital Advisors, LLC361,892$13.5M19.67%-1,493,90813F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P345,416$12.9M0.02%-40,68413F-HRTimelineGroup
CONSOLIDATED CAPITAL MANAGEMENT, LLC334,667$12.5M3.79%+304,78713F-HRTimeline
HighTower Advisors, LLC334,159$12.5M0.01%+240,44213F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.320,000$12M6.78%new13F-HRTimelineGroup
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.316,316$12M0.04%013F-HRTimelineGroup
Grove Bank & Trust313,438$11.7M1.32%+44,93513F-HRTimeline
Destiny Wealth Partners, LLC309,604$11.7M1.34%+12,66013F-HRTimeline
JTC Employer Solutions Trustee Ltd310,219$11.6M0.79%013F-HRTimeline
ALONGSIDE, LLC303,349$11.3M3.77%13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding299,364$11.2M+23,766Timeline
CoreCap Advisors, LLC296,968$11.1M0.39%+29,64213F-HRTimeline
Cambridge Investment Research Advisors,…289,156$10.8M0.03%-576,03013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…286,153$10.7M0.06%+87,31113F-HRTimeline
FC Advisory LLC285,972$10.7M3.07%+8,71213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC285,749$10.7M0.01%-1,926,38313F-HRTimelineGroup
CVS HEALTH Corp268,100$10M7.41%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO261,439$9.78M0.01%new13F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP258,826$9.68M0.36%-246,12313F-HRTimeline
FORM Wealth Advisors, LLC257,111$9.61M1.13%13F-HRTimeline
HOWE & RUSLING INC242,738$9.08M0.6%+9,23513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…239,576$8.99M0.01%-12,86813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…240,489$8.99M0.05%+7,79313F-HRTimelineGroup
Heritage Family Offices, LLP237,760$8.89M4.04%+1,72013F-HRTimeline
Dynasty Wealth Management, LLC235,212$8.8M0.09%new13F-HRTimeline
Amicus Financial Advisors, LLC232,221$8.68M2.42%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\232,099$8.68M<0.01%-50,66413F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.229,109$8.57M4.67%-15,87813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding227,928$8.52M+68,569Timeline
COMERICA BANK223,489$8.36M0.03%+66,96713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC221,834$8.3M0.01%-263,52413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218,521$8.17M0.01%+65,44913F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.217,619$8.14M0.09%+216,68213F-HRTimelineGroup
Steward Partners Investment Advisory, L…216,989$8.11M0.04%-3,61213F-HRTimeline
BlueCrest Capital Management Ltd212,761$7.96M0.31%new13F-HRTimeline
UMB Bank, n.a.211,663$7.92M0.11%+19,82413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gerber Kawasaki Wealth & Investment Man…200,586$7.5M0.26%+36,57613F-HRTimeline
Keeler Thomas Management LLC197,359$7.38M3.52%+17,61613F-HRTimeline
Sigma Planning Corp192,492$7.2M0.2%+9,95613F-HRTimeline
Modern Wealth Management, LLC191,215$7.15M0.13%+3,88413F-HRTimeline
Grey Fox Wealth Advisors, LLC189,948$7.1M1.45%+12,60213F-HRTimeline
World Investment Advisors188,142$7.04M0.12%+24,99513F-HR/ATimeline
Sanctuary Advisors, LLC185,310$6.93M0.04%+22,08813F-HRTimeline
Vise Technologies, Inc.184,474$6.9M0.14%+41,28213F-HRTimeline
Single Point Partners, LLC180,299$6.74M1.33%+9,86513F-HRTimeline
Quotient Wealth Partners, LLC179,677$6.72M0.18%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…177,563$6.64M0.08%+63,97013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC175,116$6.55M0.02%+38,32713F-HRTimeline
Fisher Asset Management, LLC171,477$6.41M<0.01%-21,76113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC169,282$6.33M0.85%-75,44313F-HRTimeline
Financiere des Professionnels - Fonds d…168,500$6.3M0.36%-285,10013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC168,492$6.3M0.22%+7,71313F-HRTimelineGroup
FORTE ASSET MANAGEMENT LLC168,089$6.29M2.85%+2,46113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/166,207$6.22M0.01%-25,29613F-HRTimelineGroup
Creative Planningin group Creative Planning164,427$6.15M<0.01%+14,46313F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC163,777$6.12M0.15%+1,30013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD161,949$6.06M0.02%-231,05113F-HRTimelineGroup
Cornerstone Management, Inc.161,902$6.05M0.99%+3,63913F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…153,486$5.74M0.83%-4,37813F-HRTimelineGroup
Integrated Advisors Network LLC144,907$5.42M0.24%+74,08213F-HRTimeline
Chesapeake Wealth Management140,733$5.26M1.57%+7,10113F-HRTimeline
Little Harbor Advisors, LLC140,128$5.24M2.7%-13,95013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC138,712$5.19M<0.01%new13F-HR/ATimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…134,794$5.04M0.1%+20,67513F-HRTimelineGroup
Engineers Gate Manager LP133,602$5M0.06%+80,11813F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC131,226$4.91M0.29%+9,51313F-HRTimeline
Ellevest, Inc.130,355$4.87M0.67%+10,76513F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC126,886$4.74M0.18%013F-HRTimeline
Orion Porfolio Solutions, LLC126,816$4.74M0.03%+11,01613F-HRTimeline
Topel & Distasi Wealth Management, LLC126,563$4.73M2.31%+12,41613F-HRTimeline
Horizon Investments, LLC126,348$4.73M0.06%+8,86513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…125,910$4.71M<0.01%+2,54913F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC124,196$4.64M0.04%+10,31813F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…121,502$4.54M0.09%+6,35213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding116,382$4.36M-814,384Timeline
TWO SIGMA SECURITIES, LLC111,563$4.17M0.57%-9,78613F-HRTimeline
Paragon Advisors, LLC110,680$4.14M1.12%+3,80613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …109,648$4.1M0.54%-6,55613F-HRTimeline
Trek Financial, LLC107,614$4.02M0.23%+16,44113F-HRTimeline
David Kennon Inc107,443$4.02M1.43%+73213F-HRTimeline
Twele Capital Management, Inc.106,605$3.99M0.71%+13,83713F-HRTimeline
FIDUCIENT ADVISORS LLC105,786$3.96M0.49%+71,11013F-HRTimeline
American Trust103,560$3.87M0.33%-3,89613F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC102,689$3.84M1.9%13F-HRTimeline
Octavia Wealth Advisors, LLC99,620$3.73M0.36%+6,56313F-HRTimeline
IEQ CAPITAL, LLC98,233$3.67M0.01%+4,26113F-HRTimeline
SWS Partners97,805$3.66M0.88%+1,86113F-HRTimeline
TUCKER ASSET MANAGEMENT LLC97,011$3.63M1.06%+39013F-HRTimeline
Financial & Tax Architects, LLC95,401$3.57M0.8%+2,80113F-HRTimeline
Counterweight Ventures, LLC94,561$3.54M1.98%+12,27213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC94,313$3.53M0.06%-43813F-HRTimeline
Ethos Financial Group, LLC94,267$3.53M0.26%-2,77513F-HRTimeline
DeLarme Wealth Management, Inc.92,506$3.46M2.46%13F-HRTimeline
Drucker Wealth 3.0, LLC91,917$3.44M0.6%-9,32713F-HRTimeline
Marble Wealth, LLC90,730$3.39M0.47%13F-HRTimeline
MASECO LLP88,018$3.29M0.14%-11,51613F-HRTimeline
HERITAGE OAK WEALTH ADVISORS LLC87,497$3.27M1.21%-7,76513F-HRTimeline
Goldstone Financial Group, LLC85,343$3.19M0.36%+14,80813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…81,493$3.05M<0.01%+72,56313F-HRTimelineGroup
Balefire, LLC80,090$2.99M0.58%-2,28213F-HRTimeline
MGO ONE SEVEN LLC78,717$2.94M0.06%-17,49913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC77,369$2.89M1.06%+88913F-HRTimeline