iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2026 (June 30)1,215holders −9
84new positions
88sold out
2famous investors
$81.11avg. 13F price*
At the end of Q2 2026, 1,215 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 9 from Q1 2026. 84 opened new positions and 88 sold out. The largest holders were Morgan Stanley ($2.0B), Captrust Financial Advisors ($1.7B) and Bank of America Corp. ($1.4B). 2 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 1-3 Year Treasury Bo
- CUSIP
- 464287457
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 84 | $159.8M |
| Exits | 88 | $594.9M |
All 13F filers, Q1 2026 → Q2 2026: 31,602,418 shares bought and 17,459,336 shares sold, net +14,143,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,215 holders
| Morgan Stanley | 0.10% | Add +5.6% | 23,782,177 | $2.0B |
| Captrust Financial Advisors | 2.65% | Add +9.9% | 21,086,882 | $1.7B |
| Bank of America Corp. | 0.09% | Add +10.1% | 17,222,354 | $1.4B |
| BlackRock, Inc. | 0.02% | Add +8.0% | 12,621,912 | $1.0B |
| FMR LLC | 0.04% | Add +182.1% | 11,506,634 | $944.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -27.8% | 9,027,794 | $741.8M |
| Ameriprise Financial Inc. | 0.10% | Reduce -3.9% | 6,154,693 | $509.7M |
| Wells Fargo & Company | 0.08% | Reduce -0.6% | 5,682,654 | $466.6M |
| Bank of New York Mellon Corp | 0.08% | Reduce -2.0% | 5,600,457 | $459.9M |
| LPL Financial LLC | 0.10% | Reduce -6.7% | 5,477,221 | $449.7M |
| Raymond James Financial Inc. | 0.11% | Add +10.1% | 5,038,978 | $413.8M |
| UBS Group AG | 0.06% | Reduce -2.4% | 4,710,588 | $386.8M |
| Assetmark, Inc. | 0.65% | Add +44.2% | 4,577,908 | $375.9M |
| Bank of Montreal | 0.13% | Add +18.4% | 4,344,176 | $356.7M |
| Manufacturers Life Insurance Company, The | 0.23% | Add +225.0% | 3,545,364 | $291.1M |
| Royal Bank of Canada | 0.05% | Reduce -0.8% | 3,485,702 | $286.2M |
| Envestnet Asset Management Inc. | 0.06% | Reduce -6.8% | 3,345,948 | $274.7M |
| Pinebridge Investments Asia Ltd. | 77.87% | Add +1.3% | 2,773,000 | $227.7M |
| PNC Financial Services Group, Inc. | 0.11% | Add +13.9% | 2,766,431 | $227.2M |
| Truist Financial Corp. | 0.26% | Add +16.2% | 2,676,009 | $219.7M |
| Cerity Partners LLC | 0.25% | Reduce -1.0% | 2,479,279 | $203.6M |
| Stifel Financial Corp. | 0.15% | Add +41.1% | 2,125,383 | $174.5M |
| AIA Group Ltd | 1.47% | Add +60.1% | 1,425,189 | $117.0M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.5% | 1,400,733 | $115.0M |
| Focus Partners Wealth | 0.10% | Reduce -3.2% | 1,210,138 | $99.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.0% | 1,198,032 | $98.4M |
| Smithfield Trust Co | 3.74% | Add +2.2% | 1,141,250 | $93.7M |
| Citigroup Inc. | 0.04% | Add +35.8% | 1,133,190 | $93.0M |
| Barclays PLC | 0.03% | Add +40.5% | 1,053,819 | $86.5M |
| TFC Financial Management, Inc. | 9.34% | Add +3.6% | 1,026,401 | $84.3M |
| Americana Partners, LLC | 1.84% | Add +4.1% | 993,588 | $81.6M |
| Quent Capital, LLC | 4.77% | Add +22.4% | 944,744 | $77.6M |
| Wealthfront Advisers LLC | 0.14% | Reduce -10.2% | 910,823 | $74.8M |
| Osaic Holdings, Inc. | 0.09% | Reduce -8.0% | 898,751 | $73.8M |
| CX Institutional | 2.12% | Add +118.8% | 894,736 | $73.5M |
| Bleakley Financial Group, LLC | 0.91% | Reduce -1.5% | 870,227 | $71.5M |
| Modern Wealth Management, LLC | 0.83% | Add +80.9% | 849,764 | $69.8M |
| CWA Asset Management Group, LLC | 2.13% | Reduce -3.9% | 843,777 | $69.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.0% | 837,714 | $68.8M |
| TD Private Client Wealth LLC | 1.23% | Reduce -1.6% | 818,344 | $67.2M |
| Wealthspire Advisors, LLC | 0.37% | Add +4255.6% | 817,585 | $67.1M |
| Lido Advisors, LLC | 0.24% | Reduce -12.3% | 814,969 | $66.9M |
| Beacon Investment Advisory Services, Inc. | 2.37% | Reduce -0.8% | 775,709 | $63.7M |
| MML Investors Services, LLC | 0.13% | Add +31.6% | 773,885 | $63.5M |
| HighTower Advisors, LLC | 0.06% | Reduce -1.2% | 739,930 | $60.8M |
| Atwood & Palmer Inc. | 3.21% | Add +2.1% | 732,119 | $60.1M |
| Evergreen Capital Management LLC | 1.05% | Reduce -11.6% | 727,713 | $59.8M |
| US Bancorp \de | 0.06% | Reduce -7.5% | 708,259 | $58.2M |
| Amundi | 0.01% | No change | 669,900 | $55.0M |
| Fisher Asset Management | 0.02% | Add +8.2% | 654,407 | $53.7M |
| Allianz SE | 0.54% | Add +72.1% | 628,900 | $51.6M |
| Cetera Investment Advisers | 0.05% | Add +2.2% | 626,684 | $51.5M |
| Scopus Asset Management, L.P. | 1.17% | No change | 605,726 | $49.7M |
| Pinnacle Financial Partners, Inc. | 0.33% | Add +1.4% | 583,186 | $47.9M |
| Silicon Valley Capital Partners | 3.83% | Add +12.5% | 576,059 | $47.3M |
| Fifth Third Bancorp | 0.08% | Reduce -10.8% | 575,332 | $47.2M |
| Guggenheim Capital LLC | 0.29% | Reduce -4.0% | 550,188 | $45.2M |
| America First Investment Advisors, LLC | 8.16% | Reduce -0.3% | 535,584 | $44.0M |
| Stephens Inc. | 0.45% | Reduce -3.8% | 484,807 | $39.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +13.8% | 481,437 | $39.5M |
| Dakota Wealth Management | 0.75% | Add +13.4% | 476,187 | $39.1M |
| Farther Finance Advisors, LLC | 0.30% | Add +12.8% | 468,870 | $38.5M |
| Strategic Investment Advisors / MI | 2.28% | Add +42.6% | 458,650 | $37.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.23% | Add +35.3% | 449,563 | $36.9M |
| M&T Bank Corp | 0.10% | Add +1.0% | 434,450 | $35.7M |
| Keybank National Association | 0.12% | Add +4.4% | 427,389 | $35.1M |
| Allspring Global Investments Holdings, LLC | 0.05% | No change | 421,143 | $34.6M |
| Advisors Preferred, LLC | 5.23% | Add +0.3% | 411,860 | $33.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -61.7% | 410,527 | $33.7M |
| Mariner, LLC | 0.03% | Add +15.5% | 407,521 | $33.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.1% | 459,741 | $33.1M |
| Anchor Capital Advisors LLC | 0.93% | Add +0.5% | 400,907 | $32.9M |
| Zacks Investment Management | 0.23% | Reduce -0.0% | 399,031 | $32.8M |
| Edge Wealth Management LLC | 5.44% | Add +0.8% | 393,457 | $32.3M |
| Cerity Partners OCIO LLC | 1.63% | Add +61.0% | 393,387 | $32.3M |
| SouthState Bank Corp | 1.33% | Add +0.4% | 389,010 | $31.9M |
| Private Advisor Group, LLC | 0.14% | Reduce -17.8% | 369,227 | $30.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +18.1% | 365,570 | $30.0M |
| Curi Capital, LLC | 0.46% | Reduce -16.8% | 363,486 | $29.8M |
| Advisory Services Network, LLC | 0.34% | Add +6.3% | 361,991 | $29.7M |
| NorthCoast Asset Management LLC | 0.65% | Add +46.1% | 355,292 | $29.2M |
| Proficio Capital Partners LLC | 1.05% | Reduce -8.4% | 354,385 | $29.1M |
| Mesirow Financial Investment Management, Inc. | 0.43% | Reduce -47.7% | 335,614 | $27.6M |
| Santa Clara Valley Transportation Authority | 21.26% | Add +1.5% | 334,415 | $27.5M |
| Element Pointe Advisors, LLC | 4.39% | Add +1.7% | 332,037 | $27.3M |
| Birchcreek Wealth Management, LLC | 10.56% | Add +12.9% | 330,048 | $27.1M |
| Financial Consulate, Inc. | 3.00% | Add +1.6% | 328,601 | $27.0M |
| Corient Private Wealth LP | 0.04% | Reduce -8.1% | 326,906 | $26.8M |
| Fiduciary Group, LLC | 2.07% | Reduce -4.9% | 321,396 | $26.4M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +0.5% | 320,887 | $26.3M |
| Sigma Planning Corp | 0.66% | Add +5.6% | 320,294 | $26.3M |
| Jones Financial Companies LLLP | 0.01% | Add +34.7% | 318,760 | $26.2M |
| Scotia Capital Inc. | 0.10% | Add +5.7% | 315,443 | $25.9M |
| Baird Financial Group, Inc. | 0.03% | Add +5.5% | 303,706 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +0.1% | 301,092 | $24.7M |
| Axxcess Wealth Management, LLC | 0.39% | Add +418.9% | 300,808 | $24.7M |
| Nixon Peabody Trust Co. | 1.74% | Add +6.1% | 299,198 | $24.6M |
| Kingsview Wealth Management, LLC | 0.29% | Add +6.4% | 288,562 | $23.7M |
| Johnson Investment Counsel Inc. | 0.17% | Add +0.7% | 281,607 | $23.1M |
| Clarity Financial LLC | 1.87% | Add +1.7% | 266,695 | $21.9M |
"% of holder's portfolio" is SHY's weight in each manager's 13F, not the share of iShares 1-3 Year Treasury Bo the manager owns.