13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SHY

ISHARES 1-3 YEAR TREASURY BO

1,288 institutions still hold ISHARES 1-3 YEAR TREASURY BO as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287457·Exchange Traded Fund·1,288 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$12.8B
visible holders
Holders
1,288
filers reporting
Concentration
15.21%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

1,288 institutions reported SHY in Q2 2026. MORGAN STANLEY leads at 15.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$2.0B23.8M0.10%Q2 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1.7B21.1M2.64%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.4B17.2M0.09%Q2 202604
BlackRock, Inc.
CIK 0002012383
$1.0B12.6M0.02%Q2 202605
FMR LLC
CIK 0000315066
$945M11.5M0.04%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$742M9.0M0.04%Q2 202607
AMERIPRISE FINANCIAL INC
CIK 0000820027
$510M6.2M0.10%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$467M5.7M0.08%Q2 202609
Bank of New York Mellon Corp
CIK 0001390777
$460M5.6M0.08%Q2 202610
LPL Financial LLC
CIK 0001403438
$450M5.5M0.10%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$414M5.0M0.11%Q2 202612
UBS Group AG
CIK 0001610520
$387M4.7M0.05%Q2 202613
ASSETMARK, INC
CIK 0001344551
$376M4.6M0.65%Q2 202614
BANK OF MONTREAL /CAN/
CIK 0000927971
$357M4.3M0.12%Q2 202615
PineBridge Investments, L.P.
CIK 0001531721
$295M3.6M2.19%Q3 202516
MANUFACTURERS LIFE INSURANCE COMPANY, THE
CIK 0000928047
$291M3.5M0.23%Q2 202617
ROYAL BANK OF CANADA
CIK 0001000275
$286M3.5M0.04%Q2 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$275M3.3M0.06%Q2 202619
PineBridge Investments Asia Ltd
CIK 0002111095
$228M2.8M77.87%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$220M2.7M0.26%Q2 2026
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