ISHARES 1-3 YEAR TREASURY BO SHY
$81.94
+0.1% 52w: $79.58 – $82.23
Latest 13F among current holders filed 5 days ago (Jun 30, 2026)
Price — last 12 months
research preview data79.5880.9082.23
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
+12 QoQ
13F value
$19.08B
+4.1% QoQ
Smart-money holders
48
signal tier ≥ 2
New smart buyers
5
Q1 2026
Options barometer
4.2×
$20.4M calls / $4.9M puts
Institutional value by quarter
Number of holders
Who owns SHY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 22.5M | $1.86B | 0.1% | -15.4% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 19.2M | $1.58B | 2.8% | +6.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 15.6M | $1.29B | 0.1% | +28.3% |
| JPMORGAN CHASE & CO | Bank broker | 12.5M | $1.03B | 0.1% | +17.9% |
| BlackRock, Inc. | Index provider | 11.7M | $965.3M | 0.0% | -14.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 6.4M | $528.9M | 0.1% | +33.5% |
| LPL Financial LLC | Bank broker | 5.9M | $485.0M | 0.1% | -6.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 5.7M | $471.9M | 0.1% | +9.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 5.7M | $471.8M | 0.1% | +3.0% |
| UBS Group AG | Bank broker | 4.8M | $398.3M | 0.1% | -2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.6M | $378.1M | 0.1% | +7.6% |
| FMR LLC | Long only active | 4.1M | $336.8M | 0.0% | +348.5% |
| BANK OF MONTREAL /CAN/ | Bank broker | 3.7M | $302.8M | 0.1% | +9.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 3.6M | $296.4M | 0.1% | +2.8% |
| ROYAL BANK OF CANADA | Bank broker | 3.5M | $290.3M | 0.1% | -1.4% |
| ASSETMARK, INC | Wealth advisor | 3.2M | $262.2M | 0.5% | +46.1% |
| PINEBRIDGE INVESTMENTS ASIA LTD | Wealth advisor | 2.7M | $226.0M | 78.1% | -16.2% |
| Cerity Partners LLC | Diversified mechanical | 2.5M | $206.7M | 0.3% | -5.8% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 2.4M | $200.5M | 0.1% | +18.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.3M | $190.2M | 0.3% | +0.2% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.5M | $124.3M | 0.1% | +9.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.5M | $122.3M | 0.1% | +14.8% |
| Focus Partners Wealth | Wealth advisor | 1.2M | $103.2M | 0.1% | -5.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 1.2M | $100.9M | 0.0% | -0.6% |
| Smithfield Trust Co | Wealth advisor | 1.1M | $92.2M | 4.0% | +0.4% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Diversified mechanical | 1.1M | $90.1M | 0.1% | -51.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 1.1M | $88.6M | 0.5% | -27.1% |
| McElhenny Sheffield Capital Management, LLC | Wealth advisor | 1.1M | $87.9M | 21.8% | New |
| Wealthfront Advisers LLC | Wealth advisor | 1.0M | $83.8M | 0.2% | +35.8% |
| GenWealth Group, Inc. | Wealth advisor | 996.3K | $82.3M | 14.1% | New |
| TFC Financial Management, Inc. | Wealth advisor | 990.7K | $81.8M | 10.1% | +6.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 977.0K | $80.7M | 0.1% | +18.3% |
| Americana Partners, LLC | Other | 954.7K | $78.8M | 2.0% | +11164.7% |
| Tanglewood Wealth Management, Inc. | Wealth advisor | 932.3K | $77.0M | 6.4% | +12543.4% |
| Lido Advisors, LLC | Wealth advisor | 929.8K | $76.8M | 0.3% | +6.8% |
| Transmarket Holdings LP | Wealth advisor | 924.8K | $76.4M | 40.8% | +88.8% |
| AIA Group Ltd | Other | 890.1K | $73.5M | 1.1% | +18.5% |
| Bleakley Financial Group, LLC | Wealth advisor | 883.4K | $72.9M | 1.1% | -1.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 882.2K | $72.8M | 0.0% | -21.4% |
| CWA Asset Management Group, LLC | Other | 877.6K | $72.5M | 2.5% | +2.2% |
| CITIGROUP INC | Bank broker | 834.6K | $68.9M | 0.0% | -39.1% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 831.2K | $68.6M | 1.4% | -8.5% |
| EVERGREEN CAPITAL MANAGEMENT LLC | Diversified mechanical | 823.3K | $68.0M | 1.5% | +11.8% |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | Other | 782.1K | $64.6M | 2.7% | +5.0% |
| Quent Capital, LLC | Wealth advisor | 772.1K | $63.8M | 4.5% | +19.7% |
| US BANCORP \DE\ | Wealth advisor | 765.3K | $63.2M | 0.1% | -1.9% |
| GM Advisory Group, LLC | Wealth advisor | 757.4K | $62.5M | 2.4% | +2.1% |
| BARCLAYS PLC | Bank broker | 749.9K | $61.9M | 0.0% | -61.9% |
| HighTower Advisors, LLC | Diversified mechanical | 749.1K | $61.9M | 0.1% | -14.6% |
| ATWOOD & PALMER INC | Other | 717.2K | $59.2M | 3.3% | +3.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.