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 | 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 | — | — |
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 ↗ |
| 2 | Morgan Stanley ✦ | 26.65M | -20.9% | $2.21B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 26.65M | -20.9% | $2.21B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 26.65M | -20.9% | $2.21B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 26.65M | -20.9% | $2.21B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Captrust Financial Advisors | 17.96M | — | $1.49B | 2.8% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 13.61M | -31.6% | $1.13B | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Bank Of America Corp /De/ | 12.20M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 10.61M | -47.7% | $878.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | LPL Financial LLC | 6.30M | — | $521.57M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 5.55M | — | $459.51M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 5.21M | — | $431.82M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | UBS Group AG | 4.92M | — | $407.54M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | UBS Group AG | 4.92M | — | $407.54M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | UBS Group AG | 4.92M | — | $407.54M | 0.1% | n/c | 1 | SEC ↗ |
| 48 | UBS Group AG | 4.92M | — | $407.54M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 4.80M | — | $397.21M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 4.80M | — | $397.21M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 4.80M | — | $397.21M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 4.80M | — | $397.21M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ |
| 54 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ |
| 55 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ |
| 57 | Raymond James Financial Inc | 4.26M | — | $352.49M | 0.1% | n/c | 1 | SEC ↗ |
| 58 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 59 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 60 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 61 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Royal Bank Of Canada | 3.57M | — | $295.41M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Envestnet Asset Management Inc | 3.49M | — | $289.30M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 73 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 74 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 75 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 76 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 77 | Bank Of Montreal /Can/ | 3.35M | — | $277.29M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Cerity Partners LLC | 2.66M | — | $220.08M | 0.3% | n/c | 1 | SEC ↗ |
| 79 | Cerity Partners LLC | 2.66M | — | $220.08M | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Cerity Partners LLC | 2.66M | — | $220.08M | 0.3% | n/c | 1 | SEC ↗ |
| 81 | Truist Financial Corp | 2.30M | — | $190.37M | 0.3% | n/c | 1 | SEC ↗ |
| 82 | Truist Financial Corp | 2.30M | — | $190.37M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Truist Financial Corp | 2.30M | — | $190.37M | 0.3% | n/c | 1 | SEC ↗ |
| 84 | Manufacturers Life Insurance… | 2.24M | — | $185.58M | 0.2% | n/c | 1 | SEC ↗ |
| 85 | Assetmark, Inc | 2.17M | — | $179.99M | 0.4% | n/c | 1 | SEC ↗ |
| 86 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 88 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 89 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 90 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Pnc Financial Services Group, Inc. | 2.06M | — | $170.30M | 0.1% | n/c | 1 | SEC ↗ |
| 93 | Barclays Plc | 1.97M | — | $162.82M | 0.1% | n/c | 1 | SEC ↗ |
| 94 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 95 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 96 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 97 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 98 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 99 | Stifel Financial Corp | 1.38M | — | $114.41M | 0.1% | n/c | 1 | SEC ↗ |
| 100 | Citigroup Inc | 1.37M | — | $113.53M | 0.1% | 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
| No new tracked buyers this quarter. |
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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