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Who owns SHYWhat SHY owns — n/a

Who owns iShares 1-3 Year Treasury Bond ETF?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of SHY from SEC Form 13F filings across 1,219 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

As of the 2026-06-30 reporting period, 1,219 institutions disclosed 247.5M shares of iShares 1-3 Year Treasury Bond ETF worth $20.06B — about 80.9% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.

1,219

13F holders

$20.06B

value, 2026 filers

80.9%

of shares outstanding (247.5M sh)

117

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SHY's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MORGAN STANLEY23.8M$1.95B0.1%7.8%+5.6%
2CAPTRUST FINANCIAL ADVISORS21.1M$1.73B2.6%6.9%+9.9%
3BANK OF AMERICA CORP /DE/17.2M$1.41B0.1%5.6%+10.1%
4BlackRock, Inc.12.6M$1.04B0.0%4.1%+8.0%
5FMR LLC11.5M$944.8M0.0%3.8%+182.1%
6JPMORGAN CHASE & CO9.0M$741.8M0.0%3%-27.8%
7AMERIPRISE FINANCIAL INC6.2M$509.7M0.1%2%-3.9%
8WELLS FARGO & COMPANY/MN5.7M$466.6M0.1%1.9%-0.6%
9Bank of New York Mellon Corp5.6M$459.9M0.1%1.8%-2.0%
10LPL Financial LLC5.5M$449.7M0.1%1.8%-6.7%
11RAYMOND JAMES FINANCIAL INC5.0M$413.8M0.1%1.6%+10.1%
12UBS Group AG4.7M$386.8M0.0%1.5%-2.4%
13ASSETMARK, INC4.6M$375.9M0.6%1.5%+44.2%
14BANK OF MONTREAL /CAN/4.3M$356.7M0.1%1.4%+18.4%
15MANUFACTURERS LIFE INSURANCE COMPANY, THE3.5M$291.1M0.2%1.2%+225.0%
16ROYAL BANK OF CANADA3.5M$286.2M0.0%1.1%-0.9%
17ENVESTNET ASSET MANAGEMENT INC3.3M$274.7M0.1%1.1%-6.8%
18PINEBRIDGE INVESTMENTS ASIA LTD2.8M$227.7M77.9%0.9%+1.3%
19PNC Financial Services Group, Inc.2.8M$227.2M0.1%0.9%+13.9%
20TRUIST FINANCIAL CORP2.7M$219.7M0.3%0.9%+16.2%
21Cerity Partners LLC2.5M$203.6M0.2%0.8%-1.0%
22STIFEL FINANCIAL CORP2.1M$174.5M0.1%0.7%+41.1%
23CRITERIA CAIXA, S.A.U.2.0M$11.9M50.3%0.7%0.0%
24AIA Group Ltd1.4M$117.0M1.5%0.5%+60.1%
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.4M$115.0M0.1%0.5%-5.5%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.