Security record · archived quarter
SHY
iShares 1-3 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
79Tracked holders
+1Δ holders
158.44MShares held
$13.12BReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +1.3% ·
share flow -12.8% ·
net new positions +1.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 79 | +3 | 175.59M | $14.42B | +6 | −5 |
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 26.65M | -20.9% | $2.21B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Captrust Financial Advisors | 17.96M | — | $1.49B | 2.8% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 4 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 5 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 6 | LPL Financial LLC | 6.30M | — | $521.57M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 8 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 9 | UBS Group AG | 4.92M | — | $407.54M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 4.80M | — | $397.21M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 12 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 13 | Envestnet Asset Management Inc | 3.49M | — | $289.30M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 15 | Cerity Partners LLC | 2.66M | — | $220.08M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 2.30M | — | $190.37M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 17 | Manufacturers Life Insurance… | 2.24M | — | $185.58M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Assetmark, Inc | 2.17M | — | $179.99M | 0.4% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 20 | Barclays Plc | 1.97M | — | $162.82M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ ×6 |
| 22 | Citigroup Inc | 1.37M | — | $113.53M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 23 | Focus Partners Wealth | 1.32M | — | $109.28M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 1.29M | — | $106.85M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Charles Schwab Investment… | 1.23M | — | $101.87M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 1.12M | +43.1% | $92.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 909.42K | -35.2% | $75.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 876.99K | — | $72.63M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Lido Advisors, LLC | 870.80K | — | $72.24M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 30 | Osaic Holdings, Inc. | 826.01K | — | $68.43M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 31 | Us Bancorp \De\ | 779.76K | — | $64.58M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 32 | Mml Investors Services, Llc | 757.35K | — | $62.72M | 0.2% | n/c | 1 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 747.14K | — | $61.88M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 722.88K | — | $58.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Amundi | 670.20K | — | $55.51M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Jane Street Group, Llc | 635.77K | — | $52.65M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 37 | Cetera Investment Advisers | 577.62K | — | $47.84M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 567.53K | — | $47.05M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Fisher Asset Management ✦ | 566.87K | +13.1% | $46.95M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 40 | Allspring Global Investments… | 448.84K | — | $37.17M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 416.15K | — | $34.47M | 0.0% | n/c | 1 | SEC ↗ ×22 |
| 42 | Alliancebernstein L.P. | 403.83K | — | $33.45M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 402.00K | — | $33.29M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 44 | Nuveen, LLC | 355.55K | — | $29.04M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Victory Capital Management Inc | 339.55K | — | $28.12M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Mariner, LLC | 313.91K | — | $26.00M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 47 | Fifth Third Bancorp | 291.50K | — | $24.14M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | Commonwealth Equity Services, Llc | 288.04K | — | $23.86M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 272.61K | — | $22.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Jones Financial Companies Lllp | 205.04K | — | $16.98M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 184.46K | — | $15.28M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Creative Planning | 155.85K | — | $12.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | 1832 Asset Management L.P. | 153.83K | — | $12.74M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 126.17K | -45.3% | $10.45M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 55 | Cwm, Llc | 122.20K | — | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Susquehanna International Group, Llp | 121.53K | — | $10.06M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bnp Paribas Financial Markets | 117.93K | — | $9.77M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Mirae Asset Global Investments Co.… | 116.79K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | National Bank Of Canada /Fi/ | 71.83K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 60 | Blair William & Co/Il | 66.25K | — | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Allianz Asset Management GmbH | 55.84K | — | $4.62M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Franklin Resources Inc | 48.60K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 63 | Northern Trust Corp | 42.65K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 64 | Cibc World Market Inc. | 30.12K | — | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Financial Engines Advisors L.L.C. | 25.21K | — | $2.09M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | TD Waterhouse Canada Inc. | 21.98K | — | $1.82M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Boston Partners | 21.61K | — | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Invesco Ltd. | 19.62K | — | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 69 | Lazard Asset Management Llc | 17.86K | — | $1.48M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | AQR Capital Management ✦ | 17.81K | New | $1.48M | 0.0% | New | 1 | SEC ↗ |
| 71 | Squarepoint Ops LLC | 17.31K | — | $1.43M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Deutsche Bank Ag\ | 16.09K | — | $1.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 73 | Qube Research & Technologies Ltd | 10.08K | — | $834,660 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Sei Investments Co | 8.64K | — | $715,810 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Clearbridge Investments, LLC | 8.09K | — | $669,600 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Millennium Management ✦ | 7.51K | -85.3% | $622,392 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 77 | Neuberger Berman Group LLC | 6.14K | — | $508,929 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank Julius Baer & Co. Ltd, Zurich | 615 | — | $50,934 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 48 | — | $3,975 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| AQR Capital Management | $1.48M | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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