# ISHARES TR (USHY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USHY/

- Reporting holders: 38
- Reported value: $216.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $125.4M | 3,510,960 | 3.1% | 18 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $22.4M | 626,335 | 2.2% | 1 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $21.4M | 600,801 | 0.5% | 20 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $12.0M | 335,076 | 1.2% | 16 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $11.3M | 316,737 | 3.0% | 17 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $7.8M | 217,386 | 0.2% | 11 |
| [THRYVE WEALTH MANAGEMENT LLC](https://holderbook.com/funds/2113283-thryve-wealth-management-llc/) | $4.0M | 113,191 | 2.3% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $2.2M | 61,972 | 0.1% | 25 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.1M | 58,918 | 0.1% | 14 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $1.9M | 52,086 | 0.2% | 17 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $767.1K | 21,477 | 0.0% | 26 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $695.6K | 19,507 | 0.0% | 4 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $676.9K | 18,951 | 0.0% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $673.8K | 18,862 | 0.0% | 16 |
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $610.8K | 17,129 | 0.0% | 23 |
| [COLTON GROOME FINANCIAL ADVISORS, LLC](https://holderbook.com/funds/1780330-colton-groome-financial-advisors-llc/) | $560.0K | 15,677 | 0.1% | 2 |
| [Great Waters Wealth Management](https://holderbook.com/funds/1964535-great-waters-wealth-management/) | $363.4K | 10,173 | 0.0% | 1 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $354.1K | 9,913 | 0.0% | 1 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $304.9K | 8,537 | 0.0% | 2 |
| [EPIQ PARTNERS, LLC](https://holderbook.com/funds/1799435-epiq-partners-llc/) | $261.0K | 7,307 | 0.1% | 2 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $238.7K | 6,681 | 0.1% | 11 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $234.1K | 6,555 | 0.0% | 1 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $83.9K | 2,349 | 0.0% | 1 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $80.4K | 2,251 | 0.0% | 4 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $68.8K | 1,925 | 0.0% | 30 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $216.7M |
| Q2 2026 | 680 | $26.4B |
| Q1 2026 | 653 | $25.0B |
| Q4 2025 | 666 | $22.6B |
| Q3 2025 | 598 | $21.3B |
| Q2 2025 | 579 | $20.2B |
| Q1 2025 | 560 | $17.1B |
| Q4 2024 | 548 | $16.5B |
| Q3 2024 | 501 | $19.5B |
| Q2 2024 | 474 | $10.8B |
| Q1 2024 | 453 | $10.0B |
| Q4 2023 | 450 | $10.5B |