ISHARES 1-3 YEAR TREASURY BO (SHY) Institutional Shareholders
ISHARES 1-3 YEAR TREASURY BO (SHY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $19.73B in SHY holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SHY tracked by InsiderSet, reporting ownership valued at approximately $1.95B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.93B, representing an estimated loss of -1.06% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed SHY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Captrust Financial Advisors, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES 1-3 YEAR TREASURY BO (SHY).
This page ranks the largest institutional SHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,197
Total Reported Value
$19.73B
Largest Holder
Morgan Stanley
Largest Position
$1.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.10% | 23,782,177 | $1,952,754,659 | $1,932,064,059 | -$20,690,600 | -1.06% | |
| Captrust Financial Advisors | 2.65% | 21,086,882 | $1,731,443,935 | $1,713,098,294 | -$18,345,641 | -1.06% | |
| Bank Of America Corp | 0.09% | 17,222,354 | $1,414,127,485 | $1,399,144,039 | -$14,983,446 | -1.06% | |
| Blackrock, Inc. | 0.02% | 12,621,912 | $1,036,385,166 | $1,025,404,131 | -$10,981,035 | -1.06% | |
| Fmr Llc | 0.04% | 11,506,634 | $944,809,721 | $934,798,946 | -$10,010,775 | -1.06% | |
| Jpmorgan Chase & Co | 0.04% | 9,027,794 | $741,813,881 | $733,417,985 | -$8,395,896 | -1.13% | |
| Ameriprise Financial Inc | 0.10% | 6,154,693 | $509,707,357 | $500,007,259 | -$9,700,098 | -1.90% | |
| Wells Fargo & Company/Mn | 0.08% | 5,682,654 | $466,602,691 | $461,658,811 | -$4,943,880 | -1.06% | |
| Bank Of New York Mellon Corp | 0.08% | 5,600,457 | $459,853,526 | $454,981,127 | -$4,872,399 | -1.06% | |
| Lpl Financial Llc | 0.10% | 5,477,221 | $449,734,630 | $444,969,434 | -$4,765,196 | -1.06% | |
| Raymond James Financial Inc | 0.11% | 5,038,978 | $413,750,420 | $409,366,573 | -$4,383,847 | -1.06% | |
| Ubs Group Ag | 0.06% | 4,710,588 | $386,786,380 | $382,688,169 | -$4,098,211 | -1.06% | |
| Assetmark, Inc | 0.65% | 4,577,908 | $375,892,009 | $371,909,246 | -$3,982,763 | -1.06% | |
| Bank Of Montreal | 0.13% | 4,344,176 | $356,700,247 | $352,920,858 | -$3,779,389 | -1.06% | |
| Manufacturers Life Insurance Company, The | 0.23% | 3,545,364 | $291,109,838 | $288,025,371 | -$3,084,467 | -1.06% | |
| Royal Bank Of Canada | 0.05% | 3,485,702 | $286,211,000 | $283,178,430 | -$3,032,570 | -1.06% | |
| Envestnet Asset Management Inc | 0.06% | 3,345,948 | $274,735,791 | $271,824,816 | -$2,910,975 | -1.06% | |
| Pinebridge Investments Asia Ltd | 77.87% | 2,773,000 | $227,691,030 | $225,278,520 | -$2,412,510 | -1.06% | |
| Truist Financial Corp | 0.26% | 2,676,009 | $219,727,075 | $217,398,971 | -$2,328,104 | -1.06% | |
| Pnc Financial Services Group, Inc. | 0.12% | 2,656,932 | $218,160,676 | $215,849,156 | -$2,311,520 | -1.06% | |
| Cerity Partners Llc | 0.25% | 2,479,279 | $203,573,640 | $201,416,626 | -$2,157,014 | -1.06% | |
| Stifel Financial Corp | 0.15% | 2,125,383 | $174,515,109 | $172,666,115 | -$1,848,994 | -1.06% | |
| Aia Group Ltd | 1.47% | 1,425,189 | $117,022,269 | $115,782,354 | -$1,239,915 | -1.06% | |
| Focus Partners Wealth | 0.10% | 1,210,138 | $99,364,435 | $98,311,611 | -$1,052,824 | -1.06% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,198,032 | $98,370,408 | $97,328,120 | -$1,042,288 | -1.06% | |
| Smithfield Trust Co | 3.74% | 1,141,250 | $93,710,000 | $92,715,150 | -$994,850 | -1.06% | |
| Citigroup Inc | 0.04% | 1,133,190 | $93,046,196 | $92,060,356 | -$985,840 | -1.06% | |
| Barclays Plc | 0.03% | 1,053,819 | $86,529,078 | $85,612,256 | -$916,822 | -1.06% | |
| Tfc Financial Management, Inc. | 9.34% | 1,026,401 | $84,277,793 | $83,384,817 | -$892,976 | -1.06% | |
| Americana Partners, Llc | 1.84% | 993,588 | $81,583,511 | $80,719,089 | -$864,422 | -1.06% | |
| Quent Capital, Llc | 4.77% | 944,744 | $77,572,912 | $76,751,003 | -$821,909 | -1.06% | |
| Wealthfront Advisers Llc | 0.14% | 910,823 | $74,787,677 | $73,995,261 | -$792,416 | -1.06% | |
| Osaic Holdings, Inc. | 0.09% | 898,751 | $73,813,511 | $73,014,531 | -$798,980 | -1.08% | |
| Cx Institutional | 2.12% | 894,736 | $73,467,000 | $72,688,353 | -$778,647 | -1.06% | |
| Bleakley Financial Group, Llc | 0.91% | 870,227 | $71,454,324 | $70,697,241 | -$757,083 | -1.06% | |
| Modern Wealth Management, Llc | 0.83% | 849,764 | $69,774,116 | $69,034,827 | -$739,289 | -1.06% | |
| Cwa Asset Management Group, Llc | 2.13% | 843,777 | $69,282,490 | $68,548,443 | -$734,047 | -1.06% | |
| Goldman Sachs Group Inc | 0.01% | 837,714 | $68,784,684 | $68,055,885 | -$728,799 | -1.06% | |
| Td Private Client Wealth Llc | 1.23% | 818,344 | $67,194,247 | $66,482,267 | -$711,980 | -1.06% | |
| Wealthspire Advisors, Llc | 0.37% | 817,585 | $67,131,912 | $66,420,605 | -$711,307 | -1.06% | |
| Lido Advisors, Llc | 0.24% | 814,969 | $66,917,171 | $66,208,082 | -$709,089 | -1.06% | |
| Beacon Investment Advisory Services, Inc. | 2.37% | 775,709 | $63,693,459 | $63,018,599 | -$674,860 | -1.06% | |
| Mml Investors Services, Llc | 0.13% | 773,885 | $63,543,722 | $62,870,417 | -$673,305 | -1.06% | |
| Gm Advisory Group, Llc | 2.41% | 757,390 | $62,537,666 | $61,530,364 | -$1,007,302 | -1.61% | |
| Atwood & Palmer Inc | 3.21% | 732,119 | $60,114,277 | $59,477,348 | -$636,929 | -1.06% | |
| Evergreen Capital Management Llc | 1.05% | 727,713 | $59,752,498 | $59,119,404 | -$633,094 | -1.06% | |
| Us Bancorp \De\ | 0.06% | 708,259 | $58,155,228 | $57,538,961 | -$616,267 | -1.06% | |
| Fisher Asset Management, Llc | 0.02% | 654,407 | $53,733,435 | $53,164,025 | -$569,410 | -1.06% | |
| Allianz Se | 0.54% | 628,900 | $51,638,979 | $51,091,836 | -$547,143 | -1.06% | |
| Cetera Investment Advisers | 0.05% | 626,684 | $51,457,097 | $50,911,808 | -$545,289 | -1.06% |
Frequently asked questions about SHY
Who owns the most SHY stock?
The largest holders of SHY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 1-3 YEAR TREASURY BO (SHY).
Is SHY widely held by superinvestors?
Many widely followed stocks like SHY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SHY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.