# ISHARES TR (SHY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHY/

- Reporting holders: 67
- Reported value: $246.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ATWOOD & PALMER INC](https://holderbook.com/funds/1044929-atwood-palmer-inc/) | $62.3M | 766,834 | 3.2% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.7M | 513,367 | 0.3% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $12.4M | 152,694 | 0.2% | 26 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $11.3M | 138,690 | 3.9% | 16 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $10.3M | 126,337 | 0.7% | 8 |
| [Beacon Wealthcare LLC](https://holderbook.com/funds/1849336-beacon-wealthcare-llc/) | $9.9M | 122,440 | 3.2% | 16 |
| [Lake Hills Wealth Management, LLC](https://holderbook.com/funds/1705594-lake-hills-wealth-management-llc/) | $9.9M | 121,755 | 4.5% | 14 |
| [LWM ADVISORS INC](https://holderbook.com/funds/2067328-lwm-advisors-inc/) | $9.8M | 120,443 | 7.4% | 8 |
| [Invariant Investment Management](https://holderbook.com/funds/1850871-invariant-investment-management/) | $8.7M | 107,818 | 5.1% | 4 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $7.5M | 91,782 | 1.8% | 26 |
| [Boltwood Capital Management](https://holderbook.com/funds/1563690-boltwood-capital-management/) | $7.1M | 88,031 | 1.6% | 12 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $5.3M | 65,541 | 0.6% | 4 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $4.5M | 54,867 | 0.1% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $4.3M | 52,893 | 0.7% | 17 |
| [Martin Capital Partners, LLC](https://holderbook.com/funds/1731216-martin-capital-partners-llc/) | $3.7M | 45,903 | 1.3% | 32 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $3.1M | 38,348 | 0.7% | 7 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $3.1M | 38,330 | 0.4% | 9 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $2.1M | 26,033 | 0.5% | 17 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.0M | 24,439 | 0.2% | 16 |
| [CAMELOT TECHNOLOGY ADVISORS, INC.](https://holderbook.com/funds/2021818-camelot-technology-advisors-inc/) | $1.9M | 23,555 | 1.3% | 12 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $1.8M | 22,436 | 0.8% | 12 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.7M | 21,017 | 0.1% | 3 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $1.6M | 19,571 | 0.1% | 8 |
| [Buska Wealth Management, LLC](https://holderbook.com/funds/1910503-buska-wealth-management-llc/) | $1.4M | 17,722 | 0.5% | 2 |
| [Freestate Advisors LLC](https://holderbook.com/funds/1660328-freestate-advisors-llc/) | $1.4M | 17,592 | 1.1% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 67 | $246.3M |
| Q2 2026 | 1,216 | $21.2B |
| Q1 2026 | 1,223 | $20.2B |
| Q4 2025 | 1,208 | $18.5B |
| Q3 2025 | 1,161 | $20.4B |
| Q2 2025 | 1,187 | $19.0B |
| Q1 2025 | 1,176 | $18.2B |
| Q4 2024 | 1,177 | $133.0B |
| Q3 2024 | 1,101 | $139.6B |
| Q2 2024 | 1,089 | $139.9B |
| Q1 2024 | 1,107 | $25.0B |
| Q4 2023 | 1,128 | $24.7B |