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 $1.50M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.

The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $1.50M in its March 31, 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 $1.50M, representing an estimated loss of -0.61% 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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20261$1,504,42618,220
Q4 20251$2,023,60224,434
Q3 20251$2,049,58824,706
Q2 20252$63,175,259762,434
Q1 20252$103,634,6081,252,685
Q4 20242$88,672,1921,081,632
Q3 20242$62,779,248755,012
Q2 20242$82,536,2751,010,855
Q1 20242$15,020,259666,184
Q4 20231$3,547,80643,245
Q3 20231$912,28911,267
Q2 20231$920,01511,347