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Disclosery

USHY ISHARES TR

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SHS (fund)

645 managers (658 13F filers) reported a position in USHY shares at 2026-03-31, 632,346,176 shares in all. 82 filers opened a position and 91 filers sold out during the quarter.

Managers
645
13F filers
658
New
82
Added
277
Reduced
195
Sold out
91
Shares held by filers
632,346,176

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP95,360,826$3.47B1.67%+7,349,72813F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC61,458,457$2.26B13.26%-1,762,41713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN46,168,967$1.7B0.34%+2,622,07113F-HR/ATimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,695,245$1.24B0.16%-2,847,91713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding30,890,926$1.14B+26,853,990Timeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.23,179,735$846M77.5%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.22,926,529$845M0.01%+1,994,88713F-HRTimelineGroup
BRITISH COLUMBIA INVESTMENT MANAGEMENT …22,630,000$834M4.93%+5,670,00013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,285,168$784M0.06%-11,230,65713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,917,029$771M0.1%+1,165,81813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,440,895$716M0.22%+1,099,34513F-HRTimelineGroup
TIAAgroup of 4 filers holding16,212,167$594M+5,976,255Timeline
Japan Science & Technology Agency14,319,906$528M10.96%013F-HRTimeline
Ilmarinen Mutual Pension Insurance Co14,080,000$519M4.08%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY12,575,624$463M0.03%-715,44613F-HRTimelineGroup
Caisse de depot et placement du Quebec10,057,165$371M0.59%013F-HRTimeline
FMR LLCin group FMR LLC8,044,193$296M0.02%+2,298,36513F-HRTimelineGroup
Ocean Park Asset Management, LLC7,098,608$262M15.11%-569,61613F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,215,055$229M0.44%-121,03813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,420,032$200M-60,050Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding5,296,802$195M-393,627Timeline
NEPC LLC5,230,809$193M3.84%+1,051,52013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,146,879$188M0.01%-6,757,57013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,878,232$180M0.03%+824,69313F-HRTimelineGroup
Polianta Ltd4,835,000$178M23.64%-42,00013F-HRTimeline
LPL Financial LLC4,636,622$171M0.05%-826,07013F-HRTimeline
Elo Mutual Pension Insurance Co3,745,000$138M2.27%+3,075,00013F-HRTimeline
SigFig Wealth Management, LLC3,090,034$114M3.34%+379,82913F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,054,526$112M0.19%+3,054,49913F-HRTimelineGroup
One Capital Management, LLC2,610,139$96.2M2.64%+268,15413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,384,873$87.9M0.18%+20,66013F-HRTimelineGroup
Ninety One UK Ltd2,294,198$84.5M0.2%+1,429,78213F-HRTimeline
Kensington Asset Management, LLC2,218,483$81.7M4.45%-1,609,64513F-HR/ATimeline
1832 Asset Management L.P.2,145,287$79M0.1%-785,49613F-HRTimeline
CWM, LLCin group CWM, LLC2,019,143$74.4M0.2%+375,75013F-HRTimelineGroup
South Dakota Investment Council1,963,000$72.3M1.38%+37,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC1,962,075$72.3M0.1%+172,72413F-HRTimelineGroup
Betterment LLC1,906,112$70.2M0.13%+110,93613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers1,883,482$69.4M0.1%+299,97613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,823,481$67.2M0.01%-572,67013F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC1,796,164$66.2M0.03%-196,74613F-HRTimelineGroup
SHENKMAN CAPITAL MANAGEMENT INC1,706,723$64.2M7.72%+426,49813F-HRTimeline
REBALANCE, LLC1,738,234$64M3.72%+57,78013F-HRTimeline
Bricktown Capital, LLC1,550,648$57.1M11.25%-64,50013F-HRTimeline
Liberty Mutual Group Asset Management I…in group Liberty Mutual Group Asset Ma…1,485,000$54.7M4.38%+813,94913F-HRTimelineGroup
1607 Capital Partners, LLC1,428,025$52.6M3.79%-108,20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,401,275$51.6M0.08%+30,09513F-HRTimeline
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding1,401,250$51.6M-6,681,771Timeline
FACTORY MUTUAL INSURANCE CO1,355,000$49.9M0.56%013F-HRTimeline
Venturi Wealth Management, LLC1,316,148$48.5M2.18%+1,291,40813F-HRTimeline
Koss-Olinger Consulting, LLC1,256,588$46.3M3.88%-221,75913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.1,253,028$46.2M0.07%+182,48213F-HRTimelineGroup
BARINGS LLCin group BARINGS LLC1,236,891$45.6M0.74%+45,89113F-HRTimelineGroup
Charles Schwab Trust Cogroup of 2 filers holding1,213,187$44.7M+62,129Timeline
Wealthfront Advisers LLC1,186,924$43.7M0.1%-217,20913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,169,660$43.1M0.46%-3,12313F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…1,167,140$43.1M1.37%+966,55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,107,412$40.8M0.06%-37,64313F-HRTimelineGroup
DSC Meridian Capital LP1,084,952$40M16.9%+233,27713F-HRTimeline
Prime Capital Investment Advisors, LLC1,082,373$39.9M0.46%+54,95313F-HRTimeline
Cetera Investment Advisers1,069,482$39.4M0.04%-109,83313F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…1,030,800$38.3M0.01%+221,00013F-HRTimelineGroup
Capital Asset Advisory Services LLC1,024,609$38.2M1.47%+6,32413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,015,935$37.4M0.05%-60,66113F-HRTimelineGroup
MACKENZIE FINANCIAL CORP1,007,587$37.1M0.04%-225,60313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,004,215$37M0.03%+45,59213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.533,875$36.7M0.24%-30,62213F-HRTimelineGroup
Roberts Financial Services LLC975,269$35.9M11.43%-180,78013F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…952,495$35.1M0.3%+118,90813F-HRTimelineGroup
First Command Advisory Services, Inc.817,088$30.1M0.2%+107,46013F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…800,000$29.5M0.11%-1,100,00013F-HRTimelineGroup
Chandler Asset Management, Inc.787,925$29M4.4%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO779,104$28.7M0.03%+517,66513F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC685,069$25.2M0.03%013F-HRTimelineGroup
&PARTNERS674,540$24.7M0.12%+25,86813F-HRTimeline
Santa Clara Valley Transportation Autho…660,479$24.3M20.23%013F-HRTimeline
Stockman Wealth Management, Inc.650,112$24M2.64%new13F-HRTimeline
Rakuten Investment Management, Inc.in group Rakuten Group, Inc.632,632$23.9M0.05%+316,31613F-HRTimelineGroup
Baker Avenue Asset Management, LP629,422$23.2M0.53%+16,09913F-HRTimeline
SUMITOMO LIFE INSURANCE CO610,700$22.5M0.53%-143,30013F-HRTimeline
Keeler Thomas Management LLC596,575$22M9.3%+399,21613F-HRTimeline
Alaska Permanent Fund Corp576,619$21.5M1.37%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS554,761$20.4M0.01%+51413F-HRTimelineGroup
Counterpoint Mutual Funds LLC554,241$20.4M3.07%-14,525,17013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding522,953$19.3M+223,589Timeline
Allegiance Financial Group Advisory Ser…512,430$18.9M3.75%+40,55613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC494,734$18.2M1.32%-80,42413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC493,792$18.2M<0.01%-115,80113F-HR/ATimelineGroup
ALLIANCEBERNSTEIN L.P.482,761$18.1M0.01%+14,12113F-HRTimeline
Wedmont Private Capital482,749$17.9M0.58%+40,84113F-HRTimeline
MANNING & NAPIER ADVISORS LLC481,267$17.7M0.25%+117,10113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP475,071$17.5M0.02%-88,47913F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD466,268$17.2M0.04%+304,31913F-HRTimelineGroup
HRT FINANCIAL LP438,976$16.2M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC424,907$15.7M0.02%-229,33613F-HRTimeline
Trajan Wealth LLC417,736$15.4M0.62%+35,50313F-HRTimeline
OneDigital Investment Advisors LLC412,241$15.2M0.15%-122,11613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\409,957$15.1M<0.01%+177,85813F-HRTimelineGroup
Horizon Investments, LLC409,410$14.9M0.17%+283,06213F-HRTimeline
Summit Wealth Group, LLC396,549$14.6M3.35%+25,96913F-HRTimeline
Cambridge Investment Research Advisors,…390,748$14.4M0.04%+101,59213F-HRTimeline
CHOREO, LLC375,564$13.8M0.17%new13F-HRTimeline
Northeast Financial Group, Inc.in group Northeast Financial Group, In…373,064$13.7M3.66%-56,36313F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P359,171$13.2M0.02%+13,75513F-HRTimelineGroup
CVS HEALTH Corp348,100$12.8M6.04%+80,00013F-HRTimeline
Destiny Wealth Partners, LLC346,410$12.8M1.4%+36,80613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…333,242$12.3M0.07%+47,08913F-HRTimeline
Grove Bank & Trust331,294$12.2M1.38%+17,85613F-HRTimeline
CNO Financial Group, Inc.in group CNO Financial Group, Inc.320,000$11.8M6.76%013F-HRTimelineGroup
CoreCap Advisors, LLC315,939$11.6M0.4%+18,97113F-HRTimeline
JTC Employer Solutions Trustee Ltd310,219$11.4M0.96%013F-HRTimeline
FC Advisory LLC295,374$10.9M3.18%+9,40213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC279,282$10.3M0.01%-6,46713F-HRTimelineGroup
Trek Financial, LLC271,908$10M0.53%+164,29413F-HRTimeline
Octavia Wealth Advisors, LLC262,764$9.68M0.93%+163,14413F-HRTimeline
Grey Fox Wealth Advisors, LLC262,025$9.65M1.86%+72,07713F-HRTimeline
HOWE & RUSLING INC260,418$9.59M0.63%+17,68013F-HRTimeline
Amicus Financial Advisors, LLC238,825$8.8M2.42%+6,60413F-HRTimeline
FORM Wealth Advisors, LLC235,560$8.68M1.02%-21,55113F-HRTimeline
VIEWPOINT INVESTMENT PARTNERS CORP262,800$8.65M4.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC232,203$8.55M0.01%+10,36913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding228,009$8.4M+81Timeline
UMB Bank, n.a.220,196$8.11M0.11%+8,53313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Steward Partners Investment Advisory, L…210,090$7.74M0.04%-6,89913F-HRTimeline
Sanctuary Advisors, LLC206,293$7.6M0.04%+20,98313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC203,491$7.5M0.03%-165,52713F-HRTimelineGroup
PARTNERS CAPITAL INVESTMENT GROUP, LLP201,447$7.42M0.28%-57,37913F-HRTimeline
PAYDEN & RYGEL199,187$7.34M0.57%new13F-HRTimeline
Sigma Planning Corp195,873$7.22M0.2%+3,38113F-HRTimeline
Modern Wealth Management, LLC192,332$7.06M0.12%+1,11713F-HRTimeline
Vise Technologies, Inc.184,474$6.9M0.14%013F-HRTimeline
Single Point Partners, LLC185,317$6.83M1.36%+5,01813F-HRTimeline
World Investment Advisors183,722$6.77M0.11%-4,42013F-HRTimeline
Integrated Advisors Network LLC179,847$6.63M0.35%+34,94013F-HRTimeline
Cornerstone Management, Inc.176,375$6.5M1.04%+14,47313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…176,662$6.49M0.04%-63,82713F-HRTimelineGroup
PPM AMERICA INC/IL175,800$6.48M39.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC173,868$6.41M0.15%+10,09113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/173,293$6.38M0.01%+7,08613F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC171,834$6.33M0.22%+3,34213F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC171,322$6.31M0.77%+2,04013F-HRTimeline
Heritage Family Offices, LLP167,572$6.17M2.74%-70,18813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…162,061$5.96M0.01%-77,51513F-HRTimeline
Creative Planningin group Creative Planning159,957$5.89M<0.01%-4,47013F-HRTimelineGroup
Fisher Asset Management, LLC159,691$5.88M<0.01%-11,78613F-HRTimeline
OLD MISSION CAPITAL LLC159,641$5.88M0.14%new13F-HRTimeline
Angel Oak Capital Advisors, LLC158,936$5.86M6.51%-202,95613F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN157,862$5.82M0.03%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC157,468$5.8M<0.01%+18,75613F-HRTimelineGroup
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…153,862$5.67M0.83%+37613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…153,357$5.65M0.06%-24,20613F-HRTimelineGroup
Aberdeen Group plcin group Aberdeen Group plc149,055$5.49M0.01%-290,80513F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.147,190$5.42M2.97%-81,91913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC145,337$5.39M0.3%+14,11113F-HR/ATimeline
Chesapeake Wealth Management144,568$5.33M1.64%+3,83513F-HRTimeline
Merit Financial Group, LLC143,611$5.29M0.04%+77,50313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…140,327$5.17M0.1%+18,82513F-HRTimelineGroup
KINTRA WEALTH, LLC135,740$5M0.35%new13F-HRTimeline
Twele Capital Management, Inc.135,532$4.99M0.89%+28,92713F-HRTimeline
FORTE ASSET MANAGEMENT LLC135,112$4.98M2.18%-32,97713F-HRTimeline
Ellevest, Inc.134,202$4.94M0.69%+3,84713F-HRTimeline
MML INVESTORS SERVICES, LLC133,162$4.91M0.01%-41,95413F-HRTimeline
Topel & Distasi Wealth Management, LLC131,199$4.83M2.5%+4,63613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC130,733$4.82M0.02%-257,19013F-HRTimelineGroup
HighTower Advisors, LLC127,142$4.68M<0.01%-207,01713F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …125,049$4.61M<0.01%+59,22813F-HRTimelineGroup
Financiere des Professionnels - Fonds d…123,500$4.55M0.27%-45,00013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC122,086$4.5M0.18%-4,80013F-HRTimeline
Independent Advisor Alliance121,281$4.47M0.05%+86,61913F-HRTimeline
Orion Porfolio Solutions, LLC121,182$4.46M0.04%-5,63413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…117,178$4.32M0.01%-101,34313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC115,235$4.25M0.03%-8,96113F-HRTimelineGroup
Counterweight Ventures, LLC113,590$4.18M2.35%+19,02913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…112,905$4.16M0.08%-21,88913F-HRTimelineGroup
Gibbs Wealth Management112,738$4.15M0.55%+39,40313F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …104,657$3.85M0.37%+43,93213F-HRTimelineGroup
Financial & Tax Architects, LLC103,890$3.83M0.85%+8,48913F-HRTimeline
Paragon Advisors, LLC102,375$3.77M1.02%-8,30513F-HRTimeline
American Trust101,805$3.75M0.33%-1,75513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …101,369$3.73M0.49%-8,27913F-HRTimeline
IEQ CAPITAL, LLC100,390$3.7M0.02%+2,15713F-HRTimeline
Marble Wealth, LLC97,772$3.6M0.63%+7,04213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC97,082$3.58M1.07%+7113F-HRTimeline
SWS Partners97,011$3.57M0.88%-79413F-HRTimeline
Drucker Wealth 3.0, LLC95,986$3.54M0.62%+4,06913F-HRTimeline
Ethos Financial Group, LLC95,196$3.51M0.26%+92913F-HRTimeline
NISA INVESTMENT ADVISORS, LLC93,740$3.45M0.01%new13F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC92,751$3.42M2.28%-9,93813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…92,747$3.42M0.09%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding92,338$3.4M+46,039Timeline
DeLarme Wealth Management, Inc.91,150$3.36M2.16%-1,35613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC88,754$3.27M0.06%-5,55913F-HRTimeline
Goldstone Financial Group, LLC82,826$3.05M0.33%-2,51713F-HRTimeline
LeConte Wealth Management, LLC81,270$2.99M1.94%+4,84113F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO81,000$2.98M0.11%new13F-HRTimeline
Peak Planning Group, LLC77,248$2.85M0.79%+22,28413F-HRTimeline
WealthCare Investment Partners, LLC76,069$2.8M0.78%+2,93313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.75,040$2.76M0.03%+68313F-HRTimelineGroup
Arax Advisory Partners74,724$2.75M0.08%+57,30913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…73,633$2.71M<0.01%-7,86013F-HRTimelineGroup