ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
SHY
Shares outstanding
283,614,917
Price per share
$82.89
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
219,018,912
Total reported value
$18,137,228,803
% of total 13F portfolios
0.06%
Share change
-15,124,181
Value change
-$1,253,340,589
Number of holders
1,162
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 4.8% -18% $1,127,471,395 -$221,492,152 13,613,516 -16% BlackRock Portfolio Management LLC 31 Dec 2025

As of 31 Dec 2025, 1,162 institutional investors reported holding 219,018,912 shares of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY). This represents 77% of the company’s total 283,614,917 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY) together control 51% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 9.4% 26,646,281 -21% 0.13% $2,206,845,058
CAPTRUST FINANCIAL ADVISORS 6.3% 17,964,759 +5.5% 2.8% $1,487,841,349
BlackRock, Inc. 4.8% 13,613,516 -32% 0.02% $1,127,471,394
BANK OF AMERICA CORP /DE/ 4.3% 12,197,642 +3.9% 0.07% $1,010,208,678
JPMORGAN CHASE & CO 3.7% 10,609,701 +4.6% 0.06% $878,695,467
LPL Financial LLC 2.2% 6,297,662 -4.8% 0.14% $521,572,333
Bank of New York Mellon Corp 2% 5,548,263 -17% 0.08% $459,507,093
WELLS FARGO & COMPANY/MN 1.8% 5,213,941 +0.88% 0.08% $431,818,580
UBS Group AG 1.7% 4,920,809 +0.54% 0.08% $407,541,401
AMERIPRISE FINANCIAL INC 1.7% 4,796,049 +2.4% 0.09% $397,212,149
RAYMOND JAMES FINANCIAL INC 1.5% 4,256,062 -1% 0.11% $352,487,511
ROYAL BANK OF CANADA 1.3% 3,566,920 -4.9% 0.05% $295,413,000
ENVESTNET ASSET MANAGEMENT INC 1.2% 3,493,086 -12% 0.09% $289,297,346
BANK OF MONTREAL /CAN/ 1.2% 3,348,065 -2.9% 0.11% $277,286,743
PINEBRIDGE INVESTMENTS ASIA LTD 1.2% 3,267,000 0% 93% $270,572,940
Cerity Partners LLC 0.94% 2,657,363 +1.5% 0.32% $220,082,728
TRUIST FINANCIAL CORP 0.81% 2,298,612 -13% 0.25% $190,371,027
MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.79% 2,240,712 +534% 0.15% $185,575,768
ASSETMARK, INC 0.77% 2,173,227 +8.3% 0.37% $179,986,664
PNC Financial Services Group, Inc. 0.73% 2,056,211 +45% 0.09% $170,295,366
BARCLAYS PLC 0.69% 1,965,902 +31% 0.07% $162,816,004
MIZUHO MARKETS AMERICAS LLC 0.6% 1,708,955 -66% 3% $141,535,653
Steward Partners Investment Advisory, LLC 0.52% 1,472,724 -17% 0.67% $121,971,003
Mizuho Markets Cayman LP 0.52% 1,472,100 6.1% $121,919,322
STIFEL FINANCIAL CORP 0.49% 1,381,421 +11% 0.1% $114,409,284

Institutional Holders of ISHARES 1-3 YEAR TREASURY BOND ETF - Common Stock (SHY) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 219,018,912 $18,137,228,803 -$1,253,340,589 $82.82 1,162
2025 Q3 234,458,907 $19,450,061,850 +$772,288,230 $82.96 1,149
2025 Q2 225,383,995 $18,680,518,681 +$559,608,055 $82.86 1,173
2025 Q1 218,979,749 $18,115,828,933 -$643,506,867 $82.73 1,160
2024 Q4 226,023,906 $18,523,399,744 -$458,959,472 $81.98 1,165
2024 Q3 230,272,093 $19,145,964,023 +$450,270,210 $83.15 1,093
2024 Q2 226,220,720 $18,471,475,660 -$671,630,934 $81.65 1,079
2024 Q1 234,873,121 $19,210,452,291 -$472,796,527 $81.78 1,100
2023 Q4 241,890,128 $19,848,926,972 -$951,185,142 $82.04 1,118
2023 Q3 250,992,143 $20,354,977,499 -$38,754,850 $80.97 1,065
2023 Q2 250,709,333 $20,335,947,954 -$900,999,272 $81.08 1,083
2023 Q1 262,031,004 $21,536,872,437 +$655,249,292 $82.16 1,102
2022 Q4 254,821,813 $20,683,417,961 -$645,095,072 $81.17 1,106
2022 Q3 261,652,252 $21,254,888,987 +$1,971,538,865 $81.21 1,034
2022 Q2 238,154,049 $19,715,134,249 +$4,768,046,681 $82.79 989
2022 Q1 180,486,996 $15,064,310,716 +$442,108,251 $83.35 915
2021 Q4 174,931,910 $14,972,523,251 +$1,401,926,870 $85.54 905
2021 Q3 153,821,675 $13,252,630,459 +$485,713,624 $86.15 820
2021 Q2 149,157,989 $12,852,332,684 +$127,064,084 $86.16 828
2021 Q1 146,945,314 $12,675,985,156 +$690,219,947 $86.25 879
2020 Q4 138,352,288 $11,954,595,387 -$1,585,373,391 $86.38 900
2020 Q3 155,442,257 $13,447,971,247 -$816,091,210 $86.51 848
2020 Q2 164,270,489 $14,228,649,236 -$1,142,487,449 $86.61 842
2020 Q1 174,675,056 $15,135,578,518 +$4,043,207,646 $86.67 803
2019 Q4 126,900,800 $10,741,177,093 -$253,395,445 $84.63 762
2019 Q3 127,225,789 $10,791,777,227 -$203,352,893 $84.82 686
2019 Q2 129,086,333 $10,943,699,524 -$3,687,919,581 $84.78 677
2019 Q1 173,171,324 $14,567,092,846 -$606,585,182 $84.12 673
2018 Q4 180,303,421 $15,073,307,977 +$6,346,863,870 $83.62 654
2018 Q3 98,063,870 $8,140,654,076 +$488,033,770 $83.09 527
2018 Q2 93,950,627 $7,833,945,535 +$1,914,170,797 $83.37 524
2018 Q1 73,727,116 $6,161,214,598 +$584,836,447 $83.56 517
2017 Q4 66,527,530 $5,584,573,778 +$455,868,959 $83.85 512
2017 Q3 59,962,526 $5,063,232,914 -$56,006,774 $84.45 444
2017 Q2 59,879,933 $5,057,191,304 -$269,256,778 $84.49 428
2017 Q1 62,276,336 $5,261,771,373 -$219,475,501 $84.52 431
2016 Q4 66,095,426 $5,580,657,524 -$165,711,436 $84.45 429
2016 Q3 69,252,170 $5,890,199,403 +$595,691,528 $85.04 414
2016 Q2 63,691,719 $5,433,202,168 -$1,141,021,233 $85.32 406
2016 Q1 74,479,053 $6,331,592,270 -$222,948,162 $85.03 436
2015 Q4 77,049,796 $6,500,982,087 -$1,271,138,498 $84.36 417
2015 Q3 98,578,887 $8,378,061,274 +$3,782,465,712 $84.99 404
2015 Q2 55,448,558 $4,705,066,675 +$904,169,962 $84.86 370
2015 Q1 44,653,337 $3,789,827,633 +$6,018,206 $84.88 356
2014 Q4 44,810,651 $3,784,127,205 -$378,976,988 $84.45 360
2014 Q3 48,009,450 $4,056,851,789 +$477,693,704 $84.51 334
2014 Q2 42,345,876 $3,580,541,492 -$129,311,568 $84.56 335
2014 Q1 43,895,595 $3,706,627,928 -$387,787,079 $84.45 341