iShares 1-3 Year Treasury BoSHYETF
13F holders, Q4 2025 (December 31)1,206holders +50
76new positions
67sold out
4famous investors
$82.08avg. 13F price*
At the end of Q4 2025, 1,206 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 50 from Q3 2025. 76 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($2.2B), Captrust Financial Advisors ($1.5B) and BlackRock, Inc. ($1.1B). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $286.0M |
| Exits | 67 | $110.3M |
All 13F filers, Q3 2025 → Q4 2025: 14,549,407 shares bought and 28,993,452 shares sold, net −14,444,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,206 holders
| Morgan Stanley | 0.13% | Reduce -20.9% | 26,646,281 | $2.2B |
| Captrust Financial Advisors | 2.83% | Add +5.5% | 17,964,759 | $1.5B |
| BlackRock, Inc. | 0.02% | Reduce -31.6% | 13,613,516 | $1.1B |
| Bank of America Corp. | 0.07% | Add +3.9% | 12,197,642 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Add +4.6% | 10,609,701 | $878.7M |
| LPL Financial LLC | 0.14% | Reduce -4.8% | 6,297,662 | $521.6M |
| Bank of New York Mellon Corp | 0.08% | Reduce -17.2% | 5,548,263 | $459.5M |
| Wells Fargo & Company | 0.08% | Add +0.9% | 5,213,941 | $431.8M |
| UBS Group AG | 0.08% | Add +0.5% | 4,920,809 | $407.5M |
| Ameriprise Financial Inc. | 0.09% | Add +2.4% | 4,796,049 | $397.2M |
| Raymond James Financial Inc. | 0.11% | Reduce -1.0% | 4,256,062 | $352.5M |
| Royal Bank of Canada | 0.05% | Reduce -4.9% | 3,566,920 | $295.4M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -11.8% | 3,493,086 | $289.3M |
| Bank of Montreal | 0.11% | Reduce -2.9% | 3,348,065 | $277.3M |
| Pinebridge Investments Asia Ltd. | 78.19% | — | 3,267,000 | $270.6M |
| Cerity Partners LLC | 0.32% | Add +1.5% | 2,657,363 | $220.1M |
| Truist Financial Corp. | 0.25% | Reduce -13.2% | 2,298,612 | $190.4M |
| Manufacturers Life Insurance Company, The | 0.15% | Add +534.2% | 2,240,712 | $185.6M |
| Assetmark, Inc. | 0.37% | Add +8.3% | 2,173,227 | $180.0M |
| PNC Financial Services Group, Inc. | 0.09% | Add +45.3% | 2,056,211 | $170.3M |
| Barclays PLC | 0.07% | Add +30.5% | 1,965,902 | $162.8M |
| Mizuho Markets Americas LLC | 3.04% | Reduce -65.8% | 1,708,955 | $141.5M |
| Steward Partners Investment Advisory, LLC | 0.67% | Reduce -17.0% | 1,472,724 | $122.0M |
| Mizuho Markets Cayman LP | 6.15% | New | 1,472,100 | $121.9M |
| Stifel Financial Corp. | 0.10% | Add +10.6% | 1,381,421 | $114.4M |
| Citigroup Inc. | 0.08% | Add +4.4% | 1,370,841 | $113.5M |
| Focus Partners Wealth | 0.12% | Add +4.2% | 1,319,536 | $109.3M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +18.8% | 1,290,103 | $106.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.8% | 1,230,044 | $101.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +43.1% | 1,122,328 | $93.0M |
| Smithfield Trust Co | 4.07% | Add +0.4% | 1,111,801 | $92.1M |
| TFC Financial Management, Inc. | 9.69% | Add +3.9% | 932,479 | $77.2M |
| FMR LLC | 0.00% | Reduce -35.2% | 909,419 | $75.3M |
| TD Private Client Wealth LLC | 1.60% | Reduce -2.3% | 908,470 | $75.2M |
| Bleakley Financial Group, LLC | 1.28% | Add +21.1% | 892,689 | $73.9M |
| HighTower Advisors, LLC | 0.08% | Reduce -3.4% | 876,992 | $72.6M |
| Lido Advisors, LLC | 0.29% | Add +1.4% | 870,803 | $72.2M |
| CWA Asset Management Group, LLC | 2.56% | Add +7.4% | 858,478 | $71.1M |
| Osaic Holdings, Inc. | 0.10% | Reduce -12.5% | 826,010 | $68.4M |
| US Bancorp \de | 0.08% | Reduce -5.4% | 779,757 | $64.6M |
| MML Investors Services, LLC | 0.15% | Reduce -15.3% | 757,351 | $62.7M |
| AIA Group Ltd | 0.93% | Reduce -57.7% | 751,077 | $62.2M |
| Wealthfront Advisers LLC | 0.14% | Reduce -7.3% | 747,145 | $61.9M |
| Beacon Investment Advisory Services, Inc. | 2.52% | Add +6.8% | 744,803 | $61.7M |
| GM Advisory Group, LLC | 2.41% | Reduce -10.4% | 741,748 | $61.4M |
| Evergreen Capital Management LLC | 1.36% | Reduce -0.8% | 736,394 | $61.0M |
| Atwood & Palmer Inc. | 3.27% | Add +4.5% | 694,971 | $57.6M |
| Amundi | 0.02% | No change | 670,200 | $55.5M |
| Quent Capital, LLC | 3.85% | Add +14.6% | 644,941 | $53.4M |
| Jane Street Group, LLC | 0.06% | New | 635,775 | $52.7M |
| Pinnacle Financial Partners, Inc. | 0.39% | — | 618,978 | $51.3M |
| Scopus Asset Management, L.P. | 1.40% | No change | 605,726 | $50.2M |
| Proficio Capital Partners LLC | 3.50% | Reduce -42.2% | 601,836 | $49.8M |
| Guggenheim Capital LLC | 0.36% | Reduce -3.0% | 599,549 | $49.7M |
| Cetera Investment Advisers | 0.05% | Add +9.9% | 577,624 | $47.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +38.1% | 567,526 | $47.0M |
| Fisher Asset Management | 0.02% | Add +13.1% | 566,873 | $46.9M |
| Silicon Valley Capital Partners | 4.01% | Add +4.9% | 532,285 | $44.1M |
| America First Investment Advisors, LLC | 7.62% | Add +7.6% | 505,362 | $41.9M |
| Transmarket Holdings LP | 29.63% | — | 489,824 | $40.6M |
| Stephens Inc. | 0.50% | Reduce -5.4% | 485,202 | $40.2M |
| Allspring Global Investments Holdings, LLC | 0.06% | Add +101.8% | 448,843 | $37.2M |
| Modern Wealth Management, LLC | 0.66% | Add +3.9% | 433,974 | $35.9M |
| Curi Capital, LLC | 0.62% | Reduce -5.8% | 430,405 | $35.6M |
| Alliancebernstein L.P. | 0.01% | Add +3.3% | 403,828 | $33.4M |
| SouthState Bank Corp | 1.49% | Reduce -4.7% | 402,186 | $33.3M |
| CX Institutional | 0.99% | Add +0.7% | 402,166 | $33.3M |
| Rockefeller Capital Management L.P. | 0.06% | Add +68.9% | 402,004 | $33.3M |
| Dakota Wealth Management | 0.58% | Add +18.8% | 395,814 | $32.8M |
| Edge Wealth Management LLC | 5.60% | Add +6.3% | 382,973 | $31.7M |
| Eagle Global Advisors LLC | 1.16% | Add +770.3% | 377,735 | $31.3M |
| M&T Bank Corp | 0.10% | Reduce -47.4% | 371,484 | $30.8M |
| Zacks Investment Management | 0.24% | Reduce -2.3% | 364,403 | $30.2M |
| Keybank National Association | 0.11% | Add +4.3% | 363,069 | $30.1M |
| Comerica Bank | 0.12% | Reduce -12.5% | 362,866 | $30.1M |
| Private Advisor Group, LLC | 0.14% | Reduce -0.3% | 361,499 | $29.9M |
| Corient Private Wealth LP | 0.04% | Add +5.4% | 358,796 | $29.7M |
| Nuveen, LLC | 0.01% | New | 355,552 | $29.0M |
| Allianz SE | 0.37% | Add +2.2% | 349,915 | $29.0M |
| Fiduciary Group, LLC | 2.41% | Reduce -1.1% | 346,327 | $28.7M |
| Victory Capital Management Inc. | 0.02% | Reduce -34.4% | 339,552 | $28.1M |
| Advisory Services Network, LLC | 0.40% | Add +7.5% | 338,573 | $28.0M |
| Mader & Shannon Wealth Management, Inc. | 13.65% | No change | 335,645 | $27.8M |
| Element Pointe Advisors, LLC | 5.38% | Reduce -3.4% | 335,766 | $27.8M |
| Jaffetilchin Investment Partners, LLC | 1.62% | Add +2.0% | 335,126 | $27.8M |
| Santa Clara Valley Transportation Authority | 22.94% | No change | 329,537 | $27.3M |
| Farther Finance Advisors, LLC | 0.28% | Add +33.9% | 318,955 | $26.4M |
| Mariner, LLC | 0.03% | Add +1.4% | 313,906 | $26.0M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +11.5% | 305,370 | $25.3M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -14.5% | 304,456 | $25.2M |
| Scotia Capital Inc. | 0.10% | Add +16.7% | 297,527 | $24.6M |
| OneDigital Investment Advisors LLC | 0.24% | Reduce -3.0% | 297,238 | $24.6M |
| Sigma Planning Corp | 0.67% | Add +8.5% | 294,513 | $24.4M |
| Fifth Third Bancorp | 0.08% | Reduce -7.9% | 291,499 | $24.1M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -16.6% | 288,041 | $23.9M |
| Birchcreek Wealth Management, LLC | 11.57% | Add +17.9% | 284,443 | $23.6M |
| Procyon Advisors, LLC | 1.12% | Reduce -2.4% | 273,210 | $22.6M |
| Baird Financial Group, Inc. | 0.04% | Reduce -1.7% | 272,608 | $22.6M |
| Nixon Peabody Trust Co. | 1.71% | Add +9.2% | 272,020 | $22.5M |
| Dynamic Advisor Solutions LLC | 0.70% | Add +2.1% | 262,259 | $21.7M |
"% 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.