Vault-13

ISHARES TR SHY

1 3 YR TREAS BD · ETP · CUSIP 464287457

1,213 institutional holders -14 vs Q1 2026
245,938,370245.9m shares reported held*
$20.0bnreported value*
85 new 504 added 441 reduced 94 sold out net bought ≈ $1.1bn (+14.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($40.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $81.23. Options: 3 managers hold calls ($22.1m notional), 3 hold puts ($113.2m).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 22: 1,048Q4 22: 1,114Q1 23: 1,111Q2 23: 1,091Q3 23: 1,076Q4 23: 1,127Q1 24: 1,109Q2 24: 1,094Q3 24: 1,104Q4 24: 1,177Q1 25: 1,177Q2 25: 1,191Q3 25: 1,161Q4 25: 1,208Q1 26: 1,227Q2 26: 1,2131,213Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221,048
Q4 20221,114
Q1 20231,111
Q2 20231,091
Q3 20231,076
Q4 20231,127
Q1 20241,109
Q2 20241,094
Q3 20241,104
Q4 20241,177
Q1 20251,177
Q2 20251,191
Q3 20251,161
Q4 20251,208
Q1 20261,227
Q2 20261,213

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1k01kQ3 24: 497 bought or addedQ3 24: 526 cut or sold outQ4 24: 513 bought or addedQ4 24: 511 cut or sold outQ4 24Q1 25: 528 bought or addedQ1 25: 552 cut or sold outQ2 25: 569 bought or addedQ2 25: 533 cut or sold outQ2 25Q3 25: 520 bought or addedQ3 25: 553 cut or sold outQ4 25: 554 bought or addedQ4 25: 492 cut or sold outQ4 25Q1 26: 636 bought or addedQ1 26: 489 cut or sold outQ2 26: 589 bought or addedQ2 26: 535 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024497526
Q4 2024513511
Q1 2025528552
Q2 2025569533
Q3 2025520553
Q4 2025554492
Q1 2026636489
Q2 2026589535

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$50m$100m$150mQ3 25 calls: $20.1mQ3 25 puts: $17.6mQ3 25P/C 0.88Q4 25 calls: $38.8mQ4 25 puts: $31.7mQ4 25P/C 0.82Q1 26 calls: $20.4mQ1 26 puts: $4.9mQ1 26P/C 0.24Q2 26 calls: $22.1mQ2 26 puts: $113.2mQ2 26P/C 5.13
Numbers
QuarterCallsPutsP/C
Q3 2025$20.1m$17.6m0.88
Q4 2025$38.8m$31.7m0.82
Q1 2026$20.4m$4.9m0.24
Q2 2026$22.1m$113.2m5.13

Biggest buyers

FMR LLC Added +7,427,817+7.4m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +2,454,485+2.5m
CAPTRUST FINANCIAL ADVISORS Added +1,895,996+1.9m
BANK OF AMERICA CORP /DE/ Added +1,572,822+1.6m
ASSETMARK, INC Added +1,402,228+1.4m
MORGAN STANLEY Added +1,251,734+1.3m
Roehl & Yi Investment Advisors, LLC New +945,221+945.2k
BlackRock, Inc. Added +931,257+931.3k
Wealthspire Advisors, LLC Added +798,814+798.8k
BANK OF MONTREAL /CAN/ Added +676,403+676.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -3,479,510-3.5m
McElhenny Sheffield Capital Management, LLC Sold out -1,065,147-1.1m
GenWealth Group, Inc. Sold out -996,294-996.3k
Tanglewood Wealth Management, Inc. Sold out -932,323-932.3k
Transmarket Holdings LP Sold out -924,845-924.8k
Steward Partners Investment Advisory, LLC Reduced -662,502-662.5k
Mizuho Markets Cayman LP Sold out -650,000-650.0k
LPL Financial LLC Reduced -396,028-396.0k
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co Sold out -334,883-334.9k
HERITAGE OAK WEALTH ADVISORS LLC Sold out -309,201-309.2k

Biggest calls

JANE STREET GROUP, LLC Added $14.3m174.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $5.1m61.8k shares
CITADEL ADVISORS LLC Reduced $2.7m32.6k shares

Biggest puts

CITADEL ADVISORS LLC Added $94.1m1.1m shares
JANE STREET GROUP, LLC Added $18.0m219.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.1m13.2k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

No one currently above 5% in the filings since 19 Dec 2024.

Fell to 5% or below in the last year: BlackRock Portfolio Management LLC (4.8%, 2026-01-21)

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.10% of their portfolio NEW YORK, NY 23,782,17723.8m $2.0bn $2.0bn 0.10% Added +1.3m +1,251,734
2 CAPTRUST FINANCIAL ADVISORS 2.65% of their portfolio RALEIGH, NC 21,086,88221.1m $1.7bn $1.7bn 2.65% Added +1.9m +1,895,996
3 BANK OF AMERICA CORP /DE/ 0.09% of their portfolio CHARLOTTE, NC 17,222,35417.2m $1.4bn $1.4bn 0.09% Added +1.6m +1,572,822
4 BlackRock, Inc. 0.02% of their portfolio New York, NY 12,621,91212.6m $1.0bn $1.0bn 0.02% Added +931.3k +931,257
5 FMR LLC 0.04% of their portfolio BOSTON, MA 11,506,63411.5m $944.8m $944.8m 0.04% Added +7.4m +7,427,817
6 JPMORGAN CHASE & CO 0.04% of their portfolio NEW YORK, NY 9,027,7949.0m $741.8m $741.8m 0.04% Reduced -3.5m -3,479,510
7 AMERIPRISE FINANCIAL INC 0.10% of their portfolio MINNEAPOLIS, MN 6,154,6936.2m $509.7m $509.7m 0.10% Reduced -250.2k -250,231
8 WELLS FARGO & COMPANY/MN 0.08% of their portfolio SAN FRANCISCO, CA 5,682,6545.7m $466.6m $466.6m 0.08% Reduced -32.2k -32,199
9 Bank of New York Mellon Corp 0.08% of their portfolio NEW YORK, NY 5,600,4575.6m $459.9m $459.9m 0.08% Reduced -113.3k -113,279
10 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 5,477,2215.5m $449.7m $449.7m 0.10% Reduced -396.0k -396,028
11 RAYMOND JAMES FINANCIAL INC 0.11% of their portfolio ST. PETERSBURG, FL 5,038,9785.0m $413.8m $413.8m 0.11% Added +460.4k +460,374
12 UBS Group AG 0.06% of their portfolio ZURICH, V8 4,710,5884.7m $386.8m $386.8m 0.06% Reduced -113.7k -113,722
13 ASSETMARK, INC 0.65% of their portfolio CONCORD, CA 4,577,9084.6m $375.9m $375.9m 0.65% Added +1.4m +1,402,228
14 BANK OF MONTREAL /CAN/ 0.13% of their portfolio TORONTO, A6 4,344,1764.3m $356.7m $356.7m 0.13% Added +676.4k +676,403
15 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.23% of their portfolio Toronto, A6 3,545,3643.5m $291.1m $291.1m 0.23% Added +2.5m +2,454,485
16 ROYAL BANK OF CANADA 0.05% of their portfolio TORONTO, A6 3,485,7023.5m $286.2m $286.2m 0.05% Reduced -29.9k -29,950
17 ENVESTNET ASSET MANAGEMENT INC 0.06% of their portfolio Berwyn, PA 3,345,9483.3m $274.7m $274.7m 0.06% Reduced -244.0k -244,049
18 PINEBRIDGE INVESTMENTS ASIA LTD 77.87% of their portfolio HONG KONG, F4 2,773,0002.8m $227.7m $227.7m 77.87% Added +36.0k +36,000
19 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 2,766,4312.8m $227.2m $227.2m 0.11% Added +337.7k +337,691
20 TRUIST FINANCIAL CORP 0.26% of their portfolio CHARLOTTE, NC 2,676,0092.7m $219.7m $219.7m 0.26% Added +372.6k +372,632
21 Cerity Partners LLC 0.25% of their portfolio NEW YORK, NY 2,479,2792.5m $203.6m $203.6m 0.25% Reduced -24.4k -24,362
22 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 2,125,3832.1m $174.5m $174.5m 0.15% Added +619.5k +619,461
23 CRITERIA CAIXA, S.A.U. 50.30% of their portfolio BARCELONA, U3 2,000,0002.0m $11.9m $11.9m 50.30% Unchanged
24 AIA Group Ltd 1.47% of their portfolio HONG KONG, K3 1,425,1891.4m $117.0m $117.0m 1.47% Added +535.1k +535,118
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.06% of their portfolio MILWAUKEE, WI 1,400,7331.4m $115.0m $115.0m 0.06% Reduced -80.8k -80,773
26 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 1,210,1381.2m $99.4m $99.4m 0.10% Reduced -39.6k -39,639
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 1,198,0321.2m $98.4m $98.4m 0.01% Reduced -24.3k -24,310
28 Smithfield Trust Co 3.74% of their portfolio PITTSBURGH, PA 1,141,2501.1m $93.7m $93.7m 3.74% Added +24.6k +24,568
29 CITIGROUP INC 0.04% of their portfolio NEW YORK, NY 1,133,1901.1m $93.0m $93.0m 0.04% Added +298.6k +298,557
30 BARCLAYS PLC 0.03% of their portfolio LONDON, X0 1,053,8191.1m $86.5m $86.5m 0.03% Added +303.9k +303,900
31 TFC Financial Management, Inc. 9.34% of their portfolio BOSTON, MA 1,026,4011.0m $84.3m $84.3m 9.34% Added +35.7k +35,712
32 Americana Partners, LLC 1.84% of their portfolio Houston, TX 993,588993.6k $81.6m $81.6m 1.84% Added +38.9k +38,905
33 Roehl & Yi Investment Advisors, LLC 0.31% of their portfolio Eugene, OR 945,221945.2k $945.2k $945.2k 0.31% New
34 Quent Capital, LLC 4.77% of their portfolio NEW YORK, NY 944,744944.7k $77.6m $77.6m 4.77% Added +172.7k +172,671
35 Wealthfront Advisers LLC 0.14% of their portfolio Palo Alto, CA 910,823910.8k $74.8m $74.8m 0.14% Reduced -104.0k -103,955
36 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 898,751898.8k $73.8m $73.8m 0.09% Reduced -78.2k -78,245
37 CX Institutional 2.12% of their portfolio AUBURN, IN 894,736894.7k $73.5m $73.5m 2.12% Added +485.9k +485,882
38 Bleakley Financial Group, LLC 0.91% of their portfolio PARSIPPANY, NJ 870,227870.2k $71.5m $71.5m 0.91% Reduced -13.2k -13,171
39 Modern Wealth Management, LLC 0.83% of their portfolio KANSAS CITY, MO 849,764849.8k $69.8m $69.8m 0.83% Added +380.0k +379,973
40 CWA Asset Management Group, LLC 2.13% of their portfolio NAPLES, FL 843,777843.8k $69.3m $69.3m 2.13% Reduced -33.9k -33,862
41 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 837,714837.7k $68.8m $68.8m 0.01% Reduced -44.5k -44,531
42 TD PRIVATE CLIENT WEALTH LLC 1.23% of their portfolio NEW YORK, NY 818,344818.3k $67.2m $67.2m 1.23% Reduced -12.8k -12,845
43 Wealthspire Advisors, LLC 0.37% of their portfolio NEW YORK, NY 817,585817.6k $67.1m $67.1m 0.37% Added +798.8k +798,814
44 Lido Advisors, LLC 0.24% of their portfolio Los Angeles, CA 814,969815.0k $66.9m $66.9m 0.24% Reduced -114.8k -114,841
45 BEACON INVESTMENT ADVISORY SERVICES, INC. 2.37% of their portfolio MORRISTOWN, NJ 775,709775.7k $63.7m $63.7m 2.37% Reduced -6.4k -6,426
46 MML INVESTORS SERVICES, LLC 0.13% of their portfolio SPRINGFIELD, MA 773,885773.9k $63.5m $63.5m 0.13% Added +185.8k +185,769
47 HighTower Advisors, LLC 0.06% of their portfolio CHICAGO, IL 739,930739.9k $60.8m $60.8m 0.06% Reduced -9.2k -9,214
48 ATWOOD & PALMER INC 3.21% of their portfolio KANSAS CITY, MO 732,119732.1k $60.1m $60.1m 3.21% Added +14.9k +14,900
49 EVERGREEN CAPITAL MANAGEMENT LLC 1.05% of their portfolio Bellevue, WA 727,713727.7k $59.8m $59.8m 1.05% Reduced -95.6k -95,615
50 US BANCORP \DE\ 0.06% of their portfolio MINNEAPOLIS, MN 708,259708.3k $58.2m $58.2m 0.06% Reduced -57.0k -57,021
51 Amundi 0.01% of their portfolio Paris, I0 669,900669.9k $55.0m $55.0m 0.01% Unchanged
52 Fisher Asset Management, LLC 0.02% of their portfolio PLANO, TX 654,407654.4k $53.7m $53.7m 0.02% Added +49.6k +49,624
53 Allianz SE 0.54% of their portfolio Munich, 2M 628,900628.9k $51.6m $51.6m 0.54% Added +263.5k +263,499
54 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 626,684626.7k $51.5m $51.5m 0.05% Added +13.2k +13,224
55 SCOPUS ASSET MANAGEMENT, L.P. 1.17% of their portfolio NEW YORK, NY 605,726605.7k $49.7m $49.7m 1.17% Unchanged
56 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 602,184602.2k $49.4m $49.4m 0.06% Added +301.5k +301,469
57 Pinnacle Financial Partners, Inc. 0.33% of their portfolio ATLANTA, GA 583,186583.2k $47.9m $47.9m 0.33% Added +8.1k +8,081
58 FIFTH THIRD BANCORP 0.08% of their portfolio CINCINNATI, OH 575,332575.3k $47.2m $47.2m 0.08% Reduced -69.9k -69,886
59 GUGGENHEIM CAPITAL LLC 0.29% of their portfolio CHICAGO, IL 550,188550.2k $45.2m $45.2m 0.29% Reduced -22.8k -22,832
60 America First Investment Advisors, LLC 8.16% of their portfolio OMAHA, NE 535,584535.6k $44.0m $44.0m 8.16% Reduced -1.5k -1,452
61 STEPHENS INC /AR/ 0.45% of their portfolio LITTLE ROCK, AR 484,807484.8k $39.8m $39.8m 0.45% Reduced -18.9k -18,889
62 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 481,437481.4k $39.5m $39.5m 0.06% Added +58.3k +58,347
63 Dakota Wealth Management 0.75% of their portfolio PALM BEACH GARDENS, FL 476,187476.2k $39.1m $39.1m 0.75% Added +56.2k +56,181
64 Farther Finance Advisors, LLC 0.30% of their portfolio SAN FRANCISCO, CA 468,870468.9k $38.5m $38.5m 0.30% Added +53.3k +53,285
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.06% of their portfolio PLYMOUTH, MN 459,741459.7k $33.1m $33.1m 0.06% Added +18.1k +18,070
66 Strategic Investment Advisors / MI 2.28% of their portfolio FARMINGTON HILLS, MI 458,650458.6k $37.7m $37.7m 2.28% Added +137.1k +137,110
67 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.23% of their portfolio Madrid, U3 449,563449.6k $36.9m $36.9m 0.23% Added +117.4k +117,395
68 M&T Bank Corp 0.10% of their portfolio BUFFALO, NY 434,450434.4k $35.7m $35.7m 0.10% Added +8.1k +8,121
69 KEYBANK NATIONAL ASSOCIATION/OH 0.12% of their portfolio BROOKLYN, OH 427,389427.4k $35.1m $35.1m 0.12% Added +17.9k +17,852
70 Allspring Global Investments Holdings, LLC 0.05% of their portfolio CHARLOTTE, NC 421,143421.1k $34.6m $34.6m 0.05% Unchanged
71 Advisors Preferred, LLC 5.23% of their portfolio ROCKVILLE, MD 411,860411.9k $33.7m $33.7m 5.23% Added +1.2k +1,237
72 Steward Partners Investment Advisory, LLC 0.17% of their portfolio STAMFORD, CT 410,527410.5k $33.7m $33.7m 0.17% Reduced -662.5k -662,502
73 Mariner, LLC 0.04% of their portfolio Overland Park, KS 407,521407.5k $33.5m $33.5m 0.04% Added +54.8k +54,825
74 ANCHOR CAPITAL ADVISORS LLC 0.93% of their portfolio Boston, MA 400,907400.9k $32.9m $32.9m 0.93% Added +2.1k +2,111
75 ZACKS INVESTMENT MANAGEMENT 0.23% of their portfolio Chicago, IL 399,031399.0k $32.8m $32.8m 0.23% Reduced -48 -48
76 Edge Wealth Management LLC 5.44% of their portfolio NEW YORK, NY 393,457393.5k $32.3m $32.3m 5.44% Added +3.0k +3,000
77 Cerity Partners OCIO LLC 1.63% of their portfolio New York, NY 393,387393.4k $32.3m $32.3m 1.63% Added +149.0k +148,992
78 SouthState Bank Corp 1.33% of their portfolio Winter Haven, FL 389,010389.0k $31.9m $31.9m 1.33% Added +1.4k +1,378
79 Private Advisor Group, LLC 0.14% of their portfolio MORRISTOWN, NJ 369,227369.2k $30.3m $30.3m 0.14% Reduced -79.7k -79,708
80 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 365,570365.6k $30.0m $30.0m 0.04% Added +56.0k +55,984
81 Curi Capital, LLC 0.46% of their portfolio CHICAGO, IL 363,486363.5k $29.8m $29.8m 0.46% Reduced -73.1k -73,149
82 Advisory Services Network, LLC 0.34% of their portfolio ATLANTA, GA 361,991362.0k $29.7m $29.7m 0.34% Added +21.3k +21,337
83 NorthCoast Asset Management LLC 0.65% of their portfolio STAMFORD, CT 355,292355.3k $29.2m $29.2m 0.65% Added +112.1k +112,142
84 Proficio Capital Partners LLC 1.05% of their portfolio NEWTON, MA 354,385354.4k $29.1m $29.1m 1.05% Reduced -32.7k -32,694
85 Mesirow Financial Investment Management, Inc. 0.43% of their portfolio CHICAGO, IL 335,614335.6k $27.6m $27.6m 0.43% Reduced -306.0k -305,956
86 Santa Clara Valley Transportation Authority 21.26% of their portfolio SAN JOSE, CA 334,415334.4k $27.5m $27.5m 21.26% Added +4.9k +4,878
87 ELEMENT POINTE ADVISORS, LLC 4.39% of their portfolio MIAMI, FL 332,037332.0k $27.3m $27.3m 4.39% Added +5.5k +5,476
88 Birchcreek Wealth Management, LLC 10.56% of their portfolio MIAMI TOWNSHIP, OH 330,048330.0k $27.1m $27.1m 10.56% Added +37.6k +37,599
89 FINANCIAL CONSULATE, INC 3.00% of their portfolio HUNT VALLEY, MD 328,601328.6k $27.0m $27.0m 3.00% Added +5.3k +5,324
90 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 326,906326.9k $26.8m $26.8m 0.04% Reduced -28.6k -28,637
91 Fiduciary Group, LLC 2.07% of their portfolio SAVANNAH, GA 321,396321.4k $26.4m $26.4m 2.07% Reduced -16.4k -16,423
92 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.12% of their portfolio Stamford, CT 320,887320.9k $26.3m $26.3m 0.12% Added +1.6k +1,597
93 Sigma Planning Corp 0.66% of their portfolio ANN ARBOR, MI 320,294320.3k $26.3m $26.3m 0.66% Added +17.0k +17,006
94 JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio DES PERES, MO 318,760318.8k $26.2m $26.2m 0.01% Added +82.2k +82,162
95 SCOTIA CAPITAL INC. 0.10% of their portfolio TORONTO, A6 315,443315.4k $25.9m $25.9m 0.10% Added +16.9k +16,931
96 Baird Financial Group, Inc. 0.03% of their portfolio MILWAUKEE, WI 303,706303.7k $24.9m $24.9m 0.03% Added +16.0k +15,954
97 AXXCESS WEALTH MANAGEMENT, LLC 0.39% of their portfolio CARLSBAD, CA 300,808300.8k $24.7m $24.7m 0.39% Added +242.8k +242,840
98 NIXON PEABODY TRUST CO 1.74% of their portfolio BOSTON, MA 299,198299.2k $24.6m $24.6m 1.74% Added +17.1k +17,091
99 Kingsview Wealth Management, LLC 0.29% of their portfolio GRANTS PASS, OR 288,562288.6k $23.7m $23.7m 0.29% Added +17.4k +17,440
100 JOHNSON INVESTMENT COUNSEL INC 0.17% of their portfolio Cincinnati, OH 281,607281.6k $23.1m $23.1m 0.17% Added +2.1k +2,059