iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2026 (March 31)1,224holders +18
96new positions
85sold out
3famous investors
$81.84avg. 13F price*
At the end of Q1 2026, 1,224 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 18 from Q4 2025. 96 opened new positions and 85 sold out. The largest holders were Morgan Stanley ($1.9B), Captrust Financial Advisors ($1.6B) and Bank of America Corp. ($1.3B). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $476.2M |
| Exits | 85 | $130.8M |
All 13F filers, Q4 2025 → Q1 2026: 31,103,934 shares bought and 20,141,526 shares sold, net +10,962,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,224 holders
| Morgan Stanley | 0.11% | Reduce -15.4% | 22,530,443 | $1.9B |
| Captrust Financial Advisors | 2.77% | Add +6.8% | 19,190,886 | $1.6B |
| Bank of America Corp. | 0.09% | Add +28.3% | 15,649,532 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +17.9% | 12,507,304 | $1.0B |
| BlackRock, Inc. | 0.02% | Reduce -14.1% | 11,690,655 | $965.3M |
| Ameriprise Financial Inc. | 0.12% | Add +33.5% | 6,404,924 | $528.9M |
| LPL Financial LLC | 0.13% | Reduce -6.7% | 5,873,249 | $485.0M |
| Wells Fargo & Company | 0.09% | Add +9.6% | 5,714,853 | $471.9M |
| Bank of New York Mellon Corp | 0.09% | Add +3.0% | 5,713,736 | $471.8M |
| UBS Group AG | 0.07% | Reduce -2.0% | 4,824,310 | $398.3M |
| Raymond James Financial Inc. | 0.12% | Add +7.6% | 4,578,604 | $378.1M |
| FMR LLC | 0.02% | Add +348.5% | 4,078,817 | $336.8M |
| Bank of Montreal | 0.13% | Add +9.6% | 3,667,773 | $302.8M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.8% | 3,589,997 | $296.4M |
| Royal Bank of Canada | 0.06% | Reduce -1.4% | 3,515,652 | $290.3M |
| Assetmark, Inc. | 0.53% | Add +46.1% | 3,175,680 | $262.2M |
| Pinebridge Investments Asia Ltd. | 78.12% | Reduce -16.2% | 2,737,000 | $226.0M |
| Cerity Partners LLC | 0.29% | Reduce -5.8% | 2,503,641 | $206.7M |
| PNC Financial Services Group, Inc. | 0.12% | Add +18.1% | 2,428,740 | $200.5M |
| Truist Financial Corp. | 0.26% | Add +0.2% | 2,303,377 | $190.2M |
| Stifel Financial Corp. | 0.11% | Add +9.0% | 1,505,922 | $124.3M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +14.8% | 1,481,506 | $122.3M |
| Focus Partners Wealth | 0.11% | Reduce -5.3% | 1,249,777 | $103.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.6% | 1,222,342 | $100.9M |
| Smithfield Trust Co | 4.02% | Add +0.4% | 1,116,682 | $92.2M |
| Manufacturers Life Insurance Company, The | 0.08% | Reduce -51.3% | 1,090,879 | $90.1M |
| Steward Partners Investment Advisory, LLC | 0.45% | Reduce -27.1% | 1,073,029 | $88.6M |
| McElhenny Sheffield Capital Management, LLC | 21.80% | New | 1,065,147 | $87.9M |
| Wealthfront Advisers LLC | 0.18% | Add +35.8% | 1,014,778 | $83.8M |
| GenWealth Group, Inc. | 14.07% | New | 996,294 | $82.3M |
| TFC Financial Management, Inc. | 10.08% | Add +6.2% | 990,689 | $81.8M |
| Osaic Holdings, Inc. | 0.12% | Add +18.3% | 976,996 | $80.7M |
| Americana Partners, LLC | 2.05% | Add +11164.7% | 954,683 | $78.8M |
| Tanglewood Wealth Management, Inc. | 6.38% | Add +12543.4% | 932,323 | $77.0M |
| Lido Advisors, LLC | 0.30% | Add +6.8% | 929,810 | $76.8M |
| Transmarket Holdings LP | 40.79% | Add +88.8% | 924,845 | $76.4M |
| AIA Group Ltd | 1.07% | Add +18.5% | 890,071 | $73.5M |
| Bleakley Financial Group, LLC | 1.14% | Reduce -1.0% | 883,398 | $72.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.4% | 882,245 | $72.8M |
| CWA Asset Management Group, LLC | 2.49% | Add +2.2% | 877,639 | $72.5M |
| Citigroup Inc. | 0.04% | Reduce -39.1% | 834,633 | $68.9M |
| TD Private Client Wealth LLC | 1.42% | Reduce -8.5% | 831,189 | $68.6M |
| Evergreen Capital Management LLC | 1.48% | Add +11.8% | 823,328 | $68.0M |
| Beacon Investment Advisory Services, Inc. | 2.68% | Add +5.0% | 782,135 | $64.6M |
| Quent Capital, LLC | 4.52% | Add +19.7% | 772,073 | $63.8M |
| US Bancorp \de | 0.08% | Reduce -1.9% | 765,280 | $63.2M |
| GM Advisory Group, LLC | 2.41% | Add +2.1% | 757,390 | $62.5M |
| Barclays PLC | 0.02% | Reduce -61.9% | 749,919 | $61.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -14.6% | 749,144 | $61.9M |
| Atwood & Palmer Inc. | 3.34% | Add +3.2% | 717,219 | $59.2M |
| Amundi | 0.02% | Reduce -0.0% | 669,900 | $55.3M |
| Mizuho Markets Cayman LP | 2.89% | Reduce -55.9% | 650,000 | $53.7M |
| Fifth Third Bancorp | 0.10% | Add +121.3% | 645,218 | $53.3M |
| Mesirow Financial Investment Management, Inc. | 0.86% | Add +260.2% | 641,570 | $53.0M |
| Cetera Investment Advisers | 0.05% | Add +6.2% | 613,460 | $50.7M |
| Scopus Asset Management, L.P. | 1.57% | No change | 605,726 | $50.0M |
| Fisher Asset Management | 0.02% | Add +6.7% | 604,783 | $49.9M |
| MML Investors Services, LLC | 0.13% | Reduce -22.4% | 588,116 | $48.6M |
| Pinnacle Financial Partners, Inc. | 0.36% | Reduce -7.1% | 575,105 | $47.5M |
| Guggenheim Capital LLC | 0.38% | Reduce -4.4% | 573,020 | $47.3M |
| America First Investment Advisors, LLC | 8.27% | Add +6.3% | 537,036 | $44.3M |
| Silicon Valley Capital Partners | 4.14% | Reduce -3.8% | 511,999 | $42.3M |
| Stephens Inc. | 0.52% | Add +3.8% | 503,696 | $41.6M |
| Modern Wealth Management, LLC | 0.66% | Add +8.3% | 469,791 | $38.7M |
| Private Advisor Group, LLC | 0.17% | Add +24.2% | 448,935 | $37.1M |
| Curi Capital, LLC | 0.64% | Add +1.4% | 436,635 | $36.1M |
| M&T Bank Corp | 0.12% | Add +15.8% | 430,204 | $35.5M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.3% | 423,090 | $34.9M |
| Allspring Global Investments Holdings, LLC | 0.06% | Reduce -6.2% | 421,143 | $34.8M |
| Dakota Wealth Management | 0.75% | Add +6.1% | 420,006 | $34.7M |
| Farther Finance Advisors, LLC | 0.32% | Add +30.3% | 415,585 | $34.2M |
| Advisors Preferred, LLC | 4.99% | New | 410,623 | $33.9M |
| Keybank National Association | 0.12% | Add +12.8% | 409,537 | $33.8M |
| CX Institutional | 1.03% | Add +1.7% | 408,854 | $33.8M |
| Zacks Investment Management | 0.26% | Add +9.5% | 399,079 | $33.0M |
| Anchor Capital Advisors LLC | 0.94% | Add +58.7% | 398,796 | $32.9M |
| Edge Wealth Management LLC | 5.51% | Add +1.9% | 390,457 | $32.2M |
| SouthState Bank Corp | 1.49% | Reduce -3.6% | 387,632 | $32.0M |
| Proficio Capital Partners LLC | 1.71% | Reduce -35.7% | 387,079 | $32.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -22.2% | 441,671 | $31.9M |
| Allianz SE | 0.33% | Add +4.4% | 365,401 | $30.2M |
| Corient Private Wealth LP | 0.04% | Reduce -0.9% | 355,543 | $29.2M |
| Mariner, LLC | 0.03% | Add +12.4% | 352,696 | $29.1M |
| Advisory Services Network, LLC | 0.37% | Add +0.6% | 340,654 | $28.1M |
| Fiduciary Group, LLC | 2.38% | Reduce -2.5% | 337,819 | $27.9M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 20.62% | Add +2884.4% | 334,883 | $27.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.19% | Add +785.6% | 332,168 | $27.3M |
| Santa Clara Valley Transportation Authority | 22.63% | No change | 329,537 | $27.2M |
| Element Pointe Advisors, LLC | 5.09% | Reduce -2.7% | 326,561 | $27.0M |
| Financial Consulate, Inc. | 3.33% | New | 323,277 | $26.7M |
| Strategic Investment Advisors / MI | 1.83% | Add +82.0% | 321,540 | $26.6M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +4.6% | 319,290 | $26.4M |
| Innova Wealth Partners | 12.49% | Add +134.6% | 318,143 | $26.3M |
| Ashton Thomas Private Wealth, LLC | 0.61% | Add +20.5% | 312,333 | $25.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +7.5% | 309,586 | $25.6M |
| Heritage Oak Wealth Advisors LLC | 8.11% | New | 309,201 | $25.5M |
| DRW Securities, LLC | 1.37% | Add +204.0% | 304,727 | $25.2M |
| Sigma Planning Corp | 0.70% | Add +3.0% | 303,288 | $25.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -25.7% | 299,915 | $24.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.2% | 300,715 | $24.8M |
"% 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.