13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
SHY

ISHARES 1-3 YEAR TREASURY BO

1,295 institutions still hold ISHARES 1-3 YEAR TREASURY BO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287457·Exchange Traded Fund·1,295 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.6%
vs prior quarter
13F value held
$11.8B
78.0% inst. owned
of float
Holders
1,295
-17 QoQ
filers reporting
Activity
+8 / −61
+919 added · −818 reduced
this quarter
Concentration
15.78%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

1,295 institutions reported SHY in Q1 2026. MORGAN STANLEY leads at 15.8% of the visible book. -17 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$1.9B22.5M0.11%Q1 202602
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1.6B19.2M2.77%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.3B15.6M0.09%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$1.0B12.5M0.07%Q1 202605
BlackRock, Inc.
CIK 0002012383
$965M11.7M0.02%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$529M6.4M0.12%Q1 202607
LPL Financial LLC
CIK 0001403438
$485M5.9M0.13%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$472M5.7M0.09%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$472M5.7M0.09%Q1 202610
UBS Group AG
CIK 0001610520
$398M4.8M0.06%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$378M4.6M0.12%Q1 202612
FMR LLC
CIK 0000315066
$337M4.1M0.02%Q1 202613
BANK OF MONTREAL /CAN/
CIK 0000927971
$303M3.7M0.11%Q1 202614
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$296M3.6M0.08%Q1 202615
PineBridge Investments, L.P.
CIK 0001531721
$295M3.6M2.19%Q3 202516
ROYAL BANK OF CANADA
CIK 0001000275
$290M3.5M0.05%Q1 202617
PineBridge Investments Asia Ltd
CIK 0002111095
$226M2.7M78.12%Q1 202618
Cerity Partners LLC
CIK 0001566475
$207M2.5M0.29%Q1 202619
TRUIST FINANCIAL CORP
CIK 0000092230
$190M2.3M0.26%Q1 202620
ASSETMARK, INC
CIK 0001344551
$180M2.2M0.37%Q4 2025
Page 1 of 65
1275 more holders available. Log in →