13F reference period
Q2 2026
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 Q3 2026
Institutions Reporting
1,213
Shares (Excl. Options)
244,229,598
Price
$82.11
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- SHY
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 244,229,598
- Total 13F value
- $20,053,924,522
- Portfolio coverage rank
- 0.09%
- Share change
- +13,122,909
- Value change
- +$1,073,794,263
- Number of holders
- 1,213
- Shares outstanding
- 283,614,917
- SEC-reported price per share
- $81.20
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Filing notes and source
Key facts
- SHY - ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock is tracked under CUSIP 464287457.
- 1213 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 1,226 to 1,213 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $19,141,772,522 to $20,053,924,522.
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
Open SEC evidence
Latest holder context comes from 1213 institutions filings for Q2 2026.
Security key
464287457
13F reference period
Q2 2026
13F holders
1,213
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 464287457:
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, 1,213 institutional investors reported holding 244,229,598 shares of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY). This represents 86% 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
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 23,817,244 | $1,928,591,043 | +$444,428,208 | $81.20 | 317 |
| 2026 Q2 | 244,229,598 | $20,053,924,522 | +$1,073,794,263 | $82.11 | 1,213 |
| 2026 Q1 | 231,900,167 | $19,141,772,522 | +$886,554,371 | $82.57 | 1,226 |
| 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 |