SHY Institutional Ownership & Shareholders
ISHARES 1-3 YEAR TREASURY BO (SHY) is currently held by 1,225 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.29B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $1.94B, representing an estimated loss of -0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
1,225
Total Reported Value
$20.29B
Largest Holder
Morgan Stanley
Largest Position
$1.95B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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 | $1,943,003,861 | -$9,750,798 | -0.50% | |
| Captrust Financial Advisors | 2.65% | 21,086,882 | $1,731,443,935 | $1,722,798,259 | -$8,645,676 | -0.50% | |
| Bank Of America Corp | 0.09% | 17,222,354 | $1,414,127,485 | $1,407,066,322 | -$7,061,163 | -0.50% | |
| Blackrock, Inc. | 0.02% | 12,621,912 | $1,036,385,166 | $1,031,210,210 | -$5,174,956 | -0.50% | |
| Fmr Llc | 0.04% | 11,506,634 | $944,809,721 | $940,091,998 | -$4,717,723 | -0.50% | |
| Jpmorgan Chase & Co | 0.04% | 9,027,794 | $741,813,881 | $737,570,770 | -$4,243,111 | -0.57% | |
| Ameriprise Financial Inc | 0.10% | 6,154,693 | $509,707,357 | $502,838,418 | -$6,868,939 | -1.35% | |
| Wells Fargo & Company/Mn | 0.08% | 5,682,654 | $466,602,691 | $464,272,832 | -$2,329,859 | -0.50% | |
| Bank Of New York Mellon Corp | 0.08% | 5,600,457 | $459,853,526 | $457,557,337 | -$2,296,189 | -0.50% | |
| Assetmark, Inc | 0.76% | 5,547,328 | $450,443,016 | $453,216,698 | +$2,773,682 | +0.62% | |
| Lpl Financial Llc | 0.10% | 5,477,221 | $449,734,630 | $447,488,956 | -$2,245,674 | -0.50% | |
| Raymond James Financial Inc | 0.11% | 5,038,978 | $413,750,420 | $411,684,503 | -$2,065,917 | -0.50% | |
| Ubs Group Ag | 0.06% | 4,710,588 | $386,786,380 | $384,855,040 | -$1,931,340 | -0.50% | |
| Bank Of Montreal | 0.13% | 4,344,176 | $356,700,247 | $354,919,179 | -$1,781,068 | -0.50% | |
| Rpoa Advisors, Inc. | 9.00% | 3,717,842 | $301,888,770 | $303,747,691 | +$1,858,921 | +0.62% | |
| Manufacturers Life Insurance Company, The | 0.23% | 3,545,364 | $291,109,838 | $289,656,239 | -$1,453,599 | -0.50% | |
| Royal Bank Of Canada | 0.05% | 3,485,702 | $286,211,000 | $284,781,853 | -$1,429,147 | -0.50% | |
| Envestnet Asset Management Inc | 0.06% | 3,345,948 | $274,735,791 | $273,363,952 | -$1,371,839 | -0.50% | |
| Pinebridge Investments Asia Ltd | 77.87% | 2,773,000 | $227,691,030 | $226,554,100 | -$1,136,930 | -0.50% | |
| Truist Financial Corp | 0.26% | 2,699,340 | $219,186,375 | $220,536,078 | +$1,349,703 | +0.62% | |
| Pnc Financial Services Group, Inc. | 0.12% | 2,656,932 | $218,160,676 | $217,071,344 | -$1,089,332 | -0.50% | |
| Cerity Partners Llc | 0.25% | 2,479,279 | $203,573,640 | $202,557,094 | -$1,016,546 | -0.50% | |
| Stifel Financial Corp | 0.15% | 2,125,383 | $174,515,109 | $173,643,791 | -$871,318 | -0.50% | |
| Aia Group Ltd | 1.52% | 1,520,324 | $123,450,309 | $124,210,471 | +$760,162 | +0.62% | |
| Edge Wealth Management Llc | 18.52% | 1,518,562 | $123,284,443 | $124,066,515 | +$782,072 | +0.63% | |
| Focus Partners Wealth | 0.10% | 1,210,138 | $99,364,435 | $98,868,275 | -$496,160 | -0.50% | |
| Charles Schwab Investment Management Inc | 0.01% | 1,198,032 | $98,370,408 | $97,879,214 | -$491,194 | -0.50% | |
| Smithfield Trust Co | 3.74% | 1,141,250 | $93,710,000 | $93,240,125 | -$469,875 | -0.50% | |
| Tfc Financial Management, Inc. | 10.48% | 1,152,563 | $93,588,092 | $94,164,397 | +$576,305 | +0.62% | |
| Citigroup Inc | 0.04% | 1,133,190 | $93,046,196 | $92,581,623 | -$464,573 | -0.50% | |
| Barclays Plc | 0.03% | 1,053,819 | $86,529,078 | $86,097,012 | -$432,066 | -0.50% | |
| Americana Partners, Llc | 1.82% | 1,048,179 | $85,112,107 | $85,636,224 | +$524,117 | +0.62% | |
| Quent Capital, Llc | 4.77% | 944,744 | $77,572,912 | $77,185,585 | -$387,327 | -0.50% | |
| Wealthfront Advisers Llc | 0.14% | 910,823 | $74,787,677 | $74,414,239 | -$373,438 | -0.50% | |
| Osaic Holdings, Inc. | 0.09% | 898,751 | $73,813,511 | $73,427,957 | -$385,554 | -0.52% | |
| Cwa Asset Management Group, Llc | 2.15% | 891,943 | $72,425,753 | $72,871,743 | +$445,990 | +0.62% | |
| Bleakley Financial Group, Llc | 0.91% | 870,227 | $71,454,324 | $71,097,546 | -$356,778 | -0.50% | |
| Wealth Enhancement Advisory Services, Llc | 0.11% | 935,238 | $70,604,990 | $76,408,945 | +$5,803,955 | +8.22% | |
| Modern Wealth Management, Llc | 0.83% | 849,764 | $69,774,116 | $69,425,719 | -$348,397 | -0.50% | |
| Goldman Sachs Group Inc | 0.01% | 837,714 | $68,784,684 | $68,441,234 | -$343,450 | -0.50% | |
| Wealthspire Advisors, Llc | 0.37% | 817,585 | $67,131,912 | $66,796,695 | -$335,218 | -0.50% | |
| Lido Advisors, Llc | 0.24% | 814,969 | $66,917,171 | $66,582,967 | -$334,204 | -0.50% | |
| Td Private Client Wealth Llc | 1.18% | 803,505 | $65,244,643 | $65,646,359 | +$401,716 | +0.62% | |
| Mml Investors Services, Llc | 0.13% | 773,885 | $63,543,722 | $63,226,405 | -$317,318 | -0.50% | |
| Beacon Investment Advisory Services, Inc. | 2.38% | 777,479 | $63,131,281 | $63,520,034 | +$388,753 | +0.62% | |
| Gm Advisory Group, Llc | 2.41% | 757,390 | $62,537,666 | $61,878,763 | -$658,903 | -1.05% | |
| Atwood & Palmer Inc | 3.20% | 766,834 | $62,266,932 | $62,650,338 | +$383,406 | +0.62% | |
| Us Bancorp \De\ | 0.06% | 708,259 | $58,155,228 | $57,864,760 | -$290,468 | -0.50% | |
| Transmarket Holdings Lp | 31.79% | 701,232 | $56,940,038 | $57,290,654 | +$350,616 | +0.62% | |
| Fisher Asset Management, Llc | 0.02% | 654,407 | $53,733,435 | $53,465,052 | -$268,383 | -0.50% |
Frequently asked questions about SHY
Who are the largest institutional holders of SHY?
The largest institutional holders of SHY reported in the latest SEC Form 13F filings include Morgan Stanley, Captrust Financial Advisors, Bank Of America Corp, Blackrock, Inc., and Fmr Llc. InsiderSet ranks institutional holders by their latest reported SHY position.
What is SHY institutional ownership?
This page tracks SHY positions reported by institutional investment managers through SEC Form 13F. ISHARES 1-3 YEAR TREASURY BO (SHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SHY?
InsiderSet currently tracks 1,225 institutional managers reporting SHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SHY shareholders.
How much SHY stock do institutions own?
Institutional investment managers disclosed approximately $20.29B in SHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SHY institutional ownership last updated?
The latest SHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SHY position after the reporting date.
Are institutions buying or selling SHY?
Institutional buying and selling can be analyzed by comparing SHY positions across consecutive 13F reporting periods. InsiderSet's SHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SHY ownership changes.
How has SHY institutional ownership changed over time?
InsiderSet tracks SHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.