SHY

Ishares 1-3 Year Treasury BoETF
UnclassifiedUSCUSIP 464287457◍ Confluence graph
Tracked 13F Holders
1110
-175 QoQ
13F Value (tracked)
$16.5B
13F Moves · latest Q
24 added
17 trimmed
Recent Filings
0

Who owns SHY?

1110 tracked 13F filers

1110 tracked 13F filers disclose a position in SHY as of the latest SEC 13F filings, a combined $16.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

5 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$1.9B
22.5M
−15%
Reduced · −4.1M sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$1.3B
15.6M
+28%
Added · +3.5M sh
Q1 2026
3JPMORGAN CHASE & CO
$1.0B
12.5M
+18%
Added · +1.9M sh
Q1 2026
4BlackRock, Inc.
$965.3M
11.7M
−14%
Reduced · −1.9M sh
Q1 2026
5AMERIPRISE FINANCIAL INC
$528.9M
6.4M
+34%
Added · +1.6M sh
Q1 2026
6LPL Financial LLC
$485.0M
5.9M
−6.7%
Reduced · −424K sh
Q1 2026
7WELLS FARGO & COMPANY/MN
$471.9M
5.7M
+9.6%
Added · +501K sh
Q1 2026
8Bank of New York Mellon Corp
$471.8M
5.7M
+3.0%
Added · +165K sh
Q1 2026
9UBS Group AG
$398.3M
4.8M
−2.0%
Reduced · −96K sh
Q1 2026
10RAYMOND JAMES FINANCIAL INC
$378.1M
4.6M
+7.6%
Added · +323K sh
Q1 2026
11ASSETMARK, INC
$375.9M
4.6M
+44%
Added · +1.4M sh
Q2 2026
12FMR LLC
$336.8M
4.1M
+349%
Added · +3.2M sh
Q1 2026
13BANK OF MONTREAL /CAN/
$302.8M
3.7M
+9.5%
Added · +320K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$296.4M
3.6M
+2.8%
Added · +97K sh
Q1 2026
15ROYAL BANK OF CANADA
$290.3M
3.5M
−1.4%
Reduced · −51K sh
Q1 2026
16Cerity Partners LLC
$206.7M
2.5M
−5.8%
Reduced · −154K sh
Q1 2026
17PNC FINANCIAL SERVICES GROUP, INC.
$200.5M
2.4M
+18%
Added · +373K sh
Q1 2026
18TRUIST FINANCIAL CORP
$190.2M
2.3M
+0.2%
Added · +5K sh
Q1 2026
19STIFEL FINANCIAL CORP
$124.3M
1.5M
+9.0%
Added · +125K sh
Q1 2026
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$122.3M
1.5M
+15%
Added · +191K sh
Q1 2026
21AIA Group Ltd
$117.0M
1.4M
+60%
Added · +535K sh
Q2 2026
22Focus Partners Wealth
$103.2M
1.2M
−5.3%
Reduced · −70K sh
Q1 2026
23CHARLES SCHWAB INVESTMENT MANAGEMENT INC
$100.9M
1.2M
−0.6%
Reduced · −8K sh
Q1 2026
24MANUFACTURERS LIFE INSURANCE COMPANY, THE
$90.1M
1.1M
−51%
Reduced · −1.1M sh
Q1 2026
25TFC Financial Management, Inc.
$84.3M
1.0M
+3.6%
Added · +36K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is SHY being bought or sold by institutions?

Last quarter, 1 fund opened a new position in SHY and 23 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
23
funds
Reduced
17
funds
Exited
0
funds

Funds that own SHY also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT657 funds$134.6B
APPLE INCAAPL655 funds$152.2B
NVIDIA CORPNVDA646 funds$183.6B
AMAZON.COM INCAMZN643 funds$100.7B
ALPHABET INC-CL AGOOGL641 funds$88.7B
SS SPDR S&P 500 ETF TRUST-USSPY623 funds$24.4B
JPMORGAN CHASE & COJPM621 funds$40.9B
ALPHABET INC-CL CGOOG620 funds$58.3B
JOHNSON & JOHNSONJNJ600 funds$29.0B
META PLATFORMS INC-CLASS AMETA599 funds$55.4B
BERKSHIRE HATHAWAY INC-CL BBRK/B591 funds$21.4B
ELI LILLY & COLLY581 funds$39.4B

Ranked by how many of SHY's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

902 funds+161 since Q3 2024
05391077Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $4.5B · 4 values withheld

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for SHY

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Ask your agent what changed in SHY

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SHY/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for SHY.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for SHY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.