Security record
SHY
iShares 1-3 Year Treasury Bond ETF · Financial Services · Asset Management - Bonds
79Tracked holders
+3Δ holders
175.59MShares held
$14.42BReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +3.9% ·
share flow +9.7% ·
net new positions +1.3%
— 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
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 23.78M | +5.6% | $1.95B | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Captrust Financial Advisors | 21.09M | +9.9% | $1.73B | 2.7% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 17.22M | +10.1% | $1.41B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | BlackRock ✦ (passive) | 12.62M | +8.0% | $1.04B | 0.0% | ▲ Add | 5 | SEC ↗ ×10 |
| 5 | Fidelity (FMR) ✦ | 11.51M | +182.1% | $944.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 9.03M | -27.8% | $741.81M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 7 | Ameriprise Financial Inc | 6.15M | -3.9% | $509.71M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 8 | Wells Fargo & Company/Mn | 5.68M | -0.6% | $466.60M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Bank of New York Mellon Corp | 5.60M | -2.0% | $459.85M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 10 | LPL Financial LLC | 5.48M | -6.7% | $449.73M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 5.04M | +10.1% | $413.75M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 12 | UBS Group AG | 4.71M | -2.4% | $386.79M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | Assetmark, Inc | 4.58M | +44.2% | $375.89M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 4.34M | +18.4% | $356.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 15 | Manufacturers Life Insurance… | 3.55M | +225.0% | $291.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.49M | -0.8% | $286.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 17 | Envestnet Asset Management Inc | 3.35M | -6.8% | $274.74M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 2.77M | +13.9% | $227.15M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 19 | Truist Financial Corp | 2.68M | +16.2% | $219.73M | 0.3% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Cerity Partners LLC | 2.48M | -1.0% | $203.57M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Stifel Financial Corp | 2.13M | +41.1% | $174.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 22 | Northwestern Mutual Wealth… | 1.40M | -5.5% | $115.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.21M | -3.2% | $99.36M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Charles Schwab Investment… | 1.20M | -2.0% | $98.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Citigroup Inc | 1.13M | +35.8% | $93.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Barclays Plc | 1.05M | +40.5% | $86.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Wealthfront Advisers LLC | 910.82K | -10.2% | $74.79M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 898.75K | -8.0% | $73.81M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 29 | Goldman Sachs Group ✦ | 837.71K | -5.0% | $68.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 30 | Lido Advisors, LLC | 814.97K | -12.3% | $66.92M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Mml Investors Services, Llc | 773.88K | +31.6% | $63.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Us Bancorp \De\ | 708.26K | -7.5% | $58.16M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Fisher Asset Management ✦ | 654.41K | +8.2% | $53.73M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 34 | Cetera Investment Advisers | 626.68K | +2.2% | $51.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 575.33K | -10.8% | $47.24M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 481.44K | +13.8% | $39.53M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Allspring Global Investments… | 421.14K | 0.0% | $34.58M | 0.1% | Held | 3 | SEC ↗ |
| 38 | Mariner, LLC | 407.52K | +15.5% | $33.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Wealth Enhancement Advisory… | 459.74K | +4.1% | $33.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Commonwealth Equity Services, Llc | 365.57K | +18.1% | $30.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Corient Private Wealth LP | 348.62K | -1.9% | $28.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 318.76K | +34.7% | $26.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 303.71K | +5.5% | $24.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | Victory Capital Management Inc | 231.57K | New | $19.01M | 0.0% | New | 1 | SEC ↗ |
| 45 | Alliancebernstein L.P. | 204.04K | -32.0% | $16.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Hsbc Holdings Plc | 199.45K | +4.7% | $16.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 47 | National Bank Of Canada /Fi/ | 192.26K | +88.2% | $15.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Susquehanna International Group, Llp | 180.72K | +302.6% | $14.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | 1832 Asset Management L.P. | 158.91K | +1.0% | $13.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Allianz Asset Management GmbH | 134.93K | +59.2% | $11.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Creative Planning | 134.58K | -5.1% | $11.05M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Schroder Investment Management Group | 121.28K | +121.2% | $9.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 104.74K | -35.1% | $8.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Mirae Asset Global Investments Co.… | 103.12K | -13.9% | $8.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Quantinno Capital Management LP | 69.66K | New | $5.72M | 0.0% | New | 1 | SEC ↗ |
| 56 | Blair William & Co/Il | 69.45K | -4.6% | $5.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Tidal Investments LLC | 65.86K | -34.0% | $5.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Franklin Resources Inc | 55.29K | -0.8% | $4.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 59 | Bnp Paribas Financial Markets | 53.65K | -62.4% | $4.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 48.02K | -2.4% | $3.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Lazard Asset Management Llc | 47.17K | +171.2% | $3.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Cibc World Market Inc. | 36.57K | +7.1% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | CIBC Bancorp USA Inc. | 29.16K | -13.1% | $2.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 64 | Boston Partners | 27.82K | +12.4% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Nomura Asset Management Co Ltd | 27.02K | New | $2.22M | 0.0% | New | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 20.07K | +1.9% | $1.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 67 | TD Waterhouse Canada Inc. | 19.77K | +0.7% | $1.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Northern Trust Corp | 17.22K | -38.6% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | Jane Street Group, Llc | 12.35K | +36.4% | $1.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Deutsche Bank Ag\ | 12.14K | -10.2% | $996,652 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 71 | Clearbridge Investments, LLC | 8.79K | +8.7% | $721,501 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Sei Investments Co | 8.75K | -13.7% | $718,540 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Squarepoint Ops LLC | 8.14K | New | $668,047 | 0.0% | New | 1 | SEC ↗ |
| 74 | Bank Julius Baer & Co. Ltd, Zurich | 7.12K | +1056.9% | $584,209 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Financial Engines Advisors L.L.C. | 5.88K | -59.4% | $482,971 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Neuberger Berman Group LLC | 5.61K | +2.1% | $460,665 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Brown Advisory Inc | 4.52K | New | $371,171 | 0.0% | New | 1 | SEC ↗ |
| 78 | Qube Research & Technologies Ltd | 2.66K | New | $218,248 | 0.0% | New | 1 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 422 | 0.0% | $34,650 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Victory Capital Management Inc | $19.01M | 0.0% |
| Quantinno Capital Management… | $5.72M | 0.0% |
| Nomura Asset Management Co Ltd | $2.22M | 0.0% |
| Squarepoint Ops LLC | $668,047 | 0.0% |
| Brown Advisory Inc | $371,171 | 0.0% |
| Qube Research & Technologies… | $218,248 | 0.0% |
Exited
| HighTower Advisors, LLC | $61.86M | was 0.1% |
| Amundi | $55.31M | was 0.0% |
| 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 ·
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