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Disclosery

USHY ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 39 13F filers report a position in USHY shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
SigFig Wealth Management, LLC3,510,960$125M3.13%+307,37713F-HRTimeline
Insight Wealth Strategies, LLC626,335$22.4M2.21%new13F-HRTimeline
Wedmont Private Capital600,801$21.4M0.51%+69,18013F-HRTimeline
Grove Bank & Trust335,076$12M1.19%-6,59613F-HRTimeline
FC Advisory LLC316,737$11.3M2.96%+16,57413F-HRTimeline
CoreCap Advisors, LLC217,386$7.77M0.22%+39,71313F-HRTimeline
THRYVE WEALTH MANAGEMENT LLC113,191$4.04M2.26%+13,33813F-HRTimeline
Venture Visionary Partners LLC61,972$2.21M0.06%-8,33013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC58,918$2.1M0.14%-2,06413F-HRTimeline
RIVERSEDGE ADVISORS, LLC52,086$1.86M0.23%+3,77113F-HRTimeline
Avidian Wealth Enterprises, LLC21,477$767K0.02%-20013F-HRTimeline
Apella Capital, LLC19,507$696K0.01%+4,52013F-HRTimeline
RVW Wealth, LLC18,951$677K0.04%013F-HRTimeline
Farther Finance Advisors, LLC18,862$674K<0.01%-4,79213F-HRTimeline
Sound Income Strategies, LLC17,129$611K0.03%+3,05613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC15,677$560K0.13%-27313F-HRTimeline
Great Waters Wealth Management10,173$363K0.03%new13F-HRTimeline
Breakwater Capital Group9,913$354K0.04%new13F-HRTimeline
KWMG, LLC8,537$305K0.02%013F-HRTimeline
EPIQ PARTNERS, LLC7,307$261K0.11%+88513F-HRTimeline
DAVIDSON TRUST CO6,681$239K0.09%+8713F-HRTimeline
YHB Investment Advisors, Inc.6,555$234K0.01%new13F-HRTimeline
GK Wealth Management LLC2,349$83.9K0.05%new13F-HRTimeline
Olistico Wealth, LLC2,251$80.4K0.03%-2813F-HRTimeline
Investors Research Corp1,925$68.8K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,662$59.4K0.02%+2813F-HRTimeline
Polaris Financial Partners1,561$56K0.03%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,355$48.4K<0.01%013F-HRTimeline
Dorato Capital Management1,097$39.1K0.03%-83113F-HRTimeline
Paladin Partners, LLC658$23.5K0.01%013F-HRTimeline
Deane Retirement Strategies, Inc.560$20K0.01%new13F-HRTimeline
Bank & Trust Co464$16.6K0.01%013F-HRTimeline
GAMMA Investing LLC328$11.7K<0.01%-6413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP223$7.97K<0.01%013F-HRTimelineGroup
Roxbury Financial LLC105$3.74K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP69$2.46K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…62$2.21K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB53$1.89K<0.01%new13F-HRTimeline
Planning Strategies Inc.24$857<0.01%new13F-HRTimeline