ISHARES 1-3 YEAR TREASURY BO (SHY) Institutional Ownership
SHY is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.71M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's SHY position is now estimated to be worth approximately $1.70M, representing an estimated loss of -0.23% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks asset manager ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES 1-3 YEAR TREASURY BO (SHY).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 1 | $1,708,793 | 20,811 |
| Q1 2026 | 1 | $1,504,426 | 18,220 |
| Q4 2025 | 1 | $2,023,602 | 24,434 |
| Q3 2025 | 1 | $2,049,588 | 24,706 |
| Q2 2025 | 2 | $63,175,259 | 762,434 |
| Q1 2025 | 2 | $103,634,608 | 1,252,685 |
| Q4 2024 | 2 | $88,672,192 | 1,081,632 |
| Q3 2024 | 2 | $62,779,248 | 755,012 |
| Q2 2024 | 2 | $82,536,275 | 1,010,855 |
| Q1 2024 | 2 | $15,020,259 | 666,184 |
| Q4 2023 | 1 | $3,547,806 | 43,245 |
| Q3 2023 | 1 | $912,289 | 11,267 |
Related SHY Institutional Insights:
- SHY Institutional Ownership & Insiders Activity
- SHY Institutional Ownership & 13F Activity
- SHY Top Institutional Shareholders
- SHY Institutional Buying Activity
- SHY Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SHY Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings