Security Snapshot

ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY) Institutional Ownership

CUSIP: 464287457

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

1,009

Shares (Excl. Options)

154,149,405

Price

$82.11

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.09%
Share change
+6,691,180
Value change
+$546,184,234
Number of holders
1,009
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
283,614,917
SEC-reported price per share
$81.88
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • SHY - ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock is tracked under CUSIP 464287457.
  • 1009 institutions reported positions in Q2 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1,220 to 1,009 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $19,101,140,876 to $12,652,988,932.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1009 institutions filings for Q2 2026.

Open SEC evidence

Security key

464287457

Latest holder period

Q2 2026

13F holders

1,009

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
SHY
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 4.8% -18% $1,127,471,395 -$221,492,152 13,613,516 -16% BlackRock Portfolio Management LLC 31 Dec 2025

As of 30 Jun 2026, 1,009 institutional investors reported holding 154,149,405 shares of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY). This represents 54% of the company’s total 283,614,917 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
58%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 8.4% 23,782,177 +5.6% 0.1% $1,952,754,659
CAPTRUST FINANCIAL ADVISORS 7.4% 21,086,882 +9.9% 2.7% $1,731,443,935
BANK OF AMERICA CORP /DE/ 6.1% 17,222,354 +10% 0.09% $1,414,127,485
BlackRock, Inc. 4.5% 12,621,912 +8% 0.02% $1,036,385,166
FMR LLC 4.1% 11,506,634 +182% 0.04% $944,809,721
JPMORGAN CHASE & CO 3.2% 9,027,794 -28% 0.04% $741,813,881
AMERIPRISE FINANCIAL INC 2.2% 6,154,693 -3.9% 0.1% $509,707,357
WELLS FARGO & COMPANY/MN 2% 5,682,654 -0.56% 0.08% $466,602,691
Bank of New York Mellon Corp 2% 5,600,457 -2% 0.08% $459,853,526
LPL Financial LLC 1.9% 5,477,221 -6.7% 0.1% $449,734,630
RAYMOND JAMES FINANCIAL INC 1.8% 5,038,978 +10% 0.11% $413,750,420
UBS Group AG 1.7% 4,710,588 -2.4% 0.06% $386,786,380
ASSETMARK, INC 1.6% 4,577,908 +44% 0.65% $375,892,009
BANK OF MONTREAL /CAN/ 1.5% 4,344,176 +18% 0.13% $356,700,247
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1.3% 3,545,364 +225% 0.23% $291,109,838
ROYAL BANK OF CANADA 1.2% 3,485,702 -0.85% 0.05% $286,211,000
ENVESTNET ASSET MANAGEMENT INC 1.2% 3,345,948 -6.8% 0.06% $274,735,791
PINEBRIDGE INVESTMENTS ASIA LTD 0.98% 2,773,000 +1.3% 98% $227,691,030
PNC Financial Services Group, Inc. 0.98% 2,766,431 +14% 0.11% $227,151,638
TRUIST FINANCIAL CORP 0.94% 2,676,009 +16% 0.26% $219,727,075
Cerity Partners LLC 0.87% 2,479,279 -0.97% 0.25% $203,573,640
STIFEL FINANCIAL CORP 0.75% 2,125,383 +41% 0.15% $174,515,109
AIA Group Ltd 0.5% 1,425,189 +60% 1.5% $117,022,269
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.49% 1,400,733 -5.5% 0.06% $115,014,203
Focus Partners Wealth 0.43% 1,210,138 -3.2% 0.1% $99,364,435

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 154,149,405 $12,652,988,932 +$546,184,234 $82.11 1,009
2026 Q1 231,407,666 $19,101,140,876 +$857,841,920 $82.57 1,220
2025 Q4 220,906,612 $18,295,290,184 -$1,209,457,869 $82.82 1,199
2025 Q3 234,457,647 $19,449,957,320 +$770,919,980 $82.96 1,149
2025 Q2 225,383,995 $18,680,518,681 +$559,608,055 $82.86 1,173
2025 Q1 218,979,749 $18,115,828,933 -$643,506,867 $82.73 1,160
2024 Q4 226,023,906 $18,523,399,744 -$458,959,472 $81.98 1,165
2024 Q3 230,272,093 $19,145,964,023 +$450,270,210 $83.15 1,093
2024 Q2 226,220,720 $18,471,475,660 -$671,630,934 $81.65 1,079
2024 Q1 234,873,121 $19,210,452,291 -$472,796,527 $81.78 1,100
2023 Q4 241,890,128 $19,848,926,972 -$951,185,142 $82.04 1,118
2023 Q3 250,992,143 $20,354,977,499 -$38,754,850 $80.97 1,065
2023 Q2 250,709,333 $20,335,947,954 -$900,999,272 $81.08 1,083
2023 Q1 262,031,004 $21,536,872,437 +$655,249,292 $82.16 1,102
2022 Q4 254,821,813 $20,683,417,961 -$645,095,072 $81.17 1,106
2022 Q3 261,652,252 $21,254,888,987 +$1,971,538,865 $81.21 1,034
2022 Q2 238,154,049 $19,715,134,249 +$4,768,046,681 $82.79 989
2022 Q1 180,486,996 $15,064,310,716 +$442,108,251 $83.35 915
2021 Q4 174,931,910 $14,972,523,251 +$1,401,926,870 $85.54 905
2021 Q3 153,821,675 $13,252,630,459 +$485,713,624 $86.15 820
2021 Q2 149,157,989 $12,852,332,684 +$127,064,084 $86.16 828
2021 Q1 146,945,314 $12,675,985,156 +$690,219,947 $86.25 879
2020 Q4 138,352,288 $11,954,595,387 -$1,585,373,391 $86.38 900
2020 Q3 155,442,257 $13,447,971,247 -$816,091,210 $86.51 848
2020 Q2 164,270,489 $14,228,649,236 -$1,142,487,449 $86.61 842
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