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Security record

SHY

iShares 1-3 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds

82.08 +0.1% mkt cap $25.12B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
81Tracked holders
+3Δ holders
176.95MShares held
$14.53BReported value
+6New positions
−3Exits
Rising Conviction score 59/100 8 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.8% · share flow +9.6% · net new positions +3.7%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 81 +3 176.95M $14.53B +6 −3
Q1 2026 79 -2 161.56M $13.33B +3 −5
Q4 2025 79 +1 158.44M $13.12B +1
Q3 2025 8 -1 76.82M $6.37B −1
Q2 2025 6 0 19.39M $1.61B
Q1 2025 4 0 1.92M $158.77M
Q4 2024 4 0 1.51M $124.00M
Q3 2024 4 0 1.32M $109.52M
Q2 2024 4 1.26M $103.10M
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 23.78M +5.6% $1.95B 0.1% ▲ Add 4 SEC ↗
2 Morgan Stanley 23.78M +5.6% $1.95B 0.1% ▲ Add 4 SEC ↗
3 Morgan Stanley 23.78M +5.6% $1.95B 0.1% ▲ Add 4 SEC ↗
4 Morgan Stanley 23.78M +5.6% $1.95B 0.1% ▲ Add 4 SEC ↗
5 Morgan Stanley 23.78M +5.6% $1.95B 0.1% ▲ Add 4 SEC ↗
6 Captrust Financial Advisors 21.09M +9.9% $1.73B 2.7% ▲ Add 3 SEC ↗
7 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
9 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
10 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
11 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
12 Bank Of America Corp /De/ 17.22M +10.1% $1.41B 0.1% ▲ Add 3 SEC ↗
13 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
21 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
22 BlackRock (passive) 12.62M +8.0% $1.04B 0.0% ▲ Add 5 SEC ↗
23 Fidelity (FMR) 11.51M +182.1% $944.81M 0.0% ▲ Add 5 SEC ↗
24 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
25 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
26 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
27 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
28 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
29 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
30 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
31 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
32 JPMorgan Chase 9.03M -27.8% $741.81M 0.0% ▼ Trim 4 SEC ↗
33 Ameriprise Financial Inc 6.15M -3.9% $509.71M 0.1% ▼ Trim 3 SEC ↗
34 Ameriprise Financial Inc 6.15M -3.9% $509.71M 0.1% ▼ Trim 3 SEC ↗
35 Ameriprise Financial Inc 6.15M -3.9% $509.71M 0.1% ▼ Trim 3 SEC ↗
36 Ameriprise Financial Inc 6.15M -3.9% $509.71M 0.1% ▼ Trim 3 SEC ↗
37 Wells Fargo & Company/Mn 5.68M -0.6% $466.60M 0.1% ▼ Trim 3 SEC ↗
38 Wells Fargo & Company/Mn 5.68M -0.6% $466.60M 0.1% ▼ Trim 3 SEC ↗
39 Wells Fargo & Company/Mn 5.68M -0.6% $466.60M 0.1% ▼ Trim 3 SEC ↗
40 Wells Fargo & Company/Mn 5.68M -0.6% $466.60M 0.1% ▼ Trim 3 SEC ↗
41 Wells Fargo & Company/Mn 5.68M -0.6% $466.60M 0.1% ▼ Trim 3 SEC ↗
42 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
43 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
44 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
45 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
46 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
47 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
48 Bank of New York Mellon Corp 5.60M -2.0% $459.85M 0.1% ▼ Trim 3 SEC ↗
49 LPL Financial LLC 5.48M -6.7% $449.73M 0.1% ▼ Trim 3 SEC ↗
50 Raymond James Financial Inc 5.04M +10.1% $413.75M 0.1% ▲ Add 3 SEC ↗
51 Raymond James Financial Inc 5.04M +10.1% $413.75M 0.1% ▲ Add 3 SEC ↗
52 Raymond James Financial Inc 5.04M +10.1% $413.75M 0.1% ▲ Add 3 SEC ↗
53 Raymond James Financial Inc 5.04M +10.1% $413.75M 0.1% ▲ Add 3 SEC ↗
54 Raymond James Financial Inc 5.04M +10.1% $413.75M 0.1% ▲ Add 3 SEC ↗
55 UBS Group AG 4.71M -2.4% $386.79M 0.1% ▼ Trim 3 SEC ↗
56 UBS Group AG 4.71M -2.4% $386.79M 0.1% ▼ Trim 3 SEC ↗
57 UBS Group AG 4.71M -2.4% $386.79M 0.1% ▼ Trim 3 SEC ↗
58 Assetmark, Inc 4.58M +44.2% $375.89M 0.6% ▲ Add 3 SEC ↗
59 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
60 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
61 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
62 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
63 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
64 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
65 Bank Of Montreal /Can/ 4.34M +18.4% $356.70M 0.1% ▲ Add 3 SEC ↗
66 Manufacturers Life Insurance… 3.55M +225.0% $291.11M 0.2% ▲ Add 3 SEC ↗
67 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
68 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
69 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
70 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
71 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
72 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
73 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
74 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
75 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
76 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
77 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
78 Royal Bank Of Canada 3.49M -0.8% $286.21M 0.0% ▼ Trim 3 SEC ↗
79 Envestnet Asset Management Inc 3.35M -6.8% $274.74M 0.1% ▼ Trim 3 SEC ↗
80 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
81 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
82 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
83 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
84 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
85 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
86 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
87 Pnc Financial Services Group, Inc. 2.77M +13.9% $227.15M 0.1% ▲ Add 3 SEC ↗
88 Truist Financial Corp 2.68M +16.2% $219.73M 0.3% ▲ Add 3 SEC ↗
89 Truist Financial Corp 2.68M +16.2% $219.73M 0.3% ▲ Add 3 SEC ↗
90 Truist Financial Corp 2.68M +16.2% $219.73M 0.3% ▲ Add 3 SEC ↗
91 Cerity Partners LLC 2.48M -1.0% $203.57M 0.2% ▼ Trim 3 SEC ↗
92 Cerity Partners LLC 2.48M -1.0% $203.57M 0.2% ▼ Trim 3 SEC ↗
93 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
94 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
95 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
96 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
97 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
98 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
99 Stifel Financial Corp 2.13M +41.1% $174.52M 0.1% ▲ Add 3 SEC ↗
100 Northwestern Mutual Wealth… 1.40M -5.5% $115.01M 0.1% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Millennium Management $3.43M was 0.0%
First Manhattan Co. Llc. $1.53M was 0.0%
IMC-Chicago, LLC $600,779 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,209 holders, 220.13M shares, $17.75B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API