ISHARES TR (SHY)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
67
Reporting holders
$246.3M
Reported value
0.0%
Calls
0.0%
Puts
-1,149
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ATWOOD & PALMER INC | $62.3M | 766,834 | 3.20% | 17q | +4.7%+$2.8M |
| Farther Finance Advisors, LLC | $41.7M | 513,367 | 0.29% | 16q | +9.5%+$3.6M |
| Apella Capital, LLC | $12.4M | 152,694 | 0.16% | 26q | +327.6%+$9.5M |
| Shira Ridge Wealth Management | $11.3M | 138,690 | 3.91% | 16q | +11.5%+$1.2M |
| First Heartland Consultants, Inc. | $10.3M | 126,337 | 0.68% | 8q | +33.5%+$2.6M |
| Beacon Wealthcare LLC | $9.9M | 122,440 | 3.15% | 16q | +15.8%+$1.4M |
| Lake Hills Wealth Management, LLC | $9.9M | 121,755 | 4.54% | 14q | -2.4%-$243.0K |
| LWM ADVISORS INC | $9.8M | 120,443 | 7.38% | 8q | -1.2%-$119.4K |
| Invariant Investment Management | $8.7M | 107,818 | 5.05% | 4q | +0.8%+$66.8K |
| KFA Private Wealth Group, LLC | $7.5M | 91,782 | 1.75% | 26q | -17.0%-$1.5M |
| Boltwood Capital Management | $7.1M | 88,031 | 1.61% | 12q | +5.5%+$374.4K |
| Wealth Enhancement Trust Services, Inc. | $5.3M | 65,541 | 0.57% | 4q | +217.6%+$3.6M |
| SigFig Wealth Management, LLC | $4.5M | 54,867 | 0.11% | 32q | -4.9%-$231.1K |
| Balefire, LLC | $4.3M | 52,893 | 0.68% | 17q | -7.7%-$357.5K |
| Martin Capital Partners, LLC | $3.7M | 45,903 | 1.34% | 32q | +2.0%+$72.8K |
| Tactive Advisors, LLC | $3.1M | 38,348 | 0.75% | 7q | +94.6%+$1.5M |
| FINANCIAL MANAGEMENT NETWORK INC | $3.1M | 38,330 | 0.45% | 9q | +10.3%+$289.2K |
| Whitcomb & Hess, Inc. | $2.1M | 26,033 | 0.45% | 17q | +7.6%+$149.7K |
| Cooper Financial Group | $2.0M | 24,439 | 0.16% | 16q | +4.2%+$80.5K |
| CAMELOT TECHNOLOGY ADVISORS, INC. | $1.9M | 23,555 | 1.28% | 12q | +10.1%+$175.5K |
| Councilor Wealth, LLC | $1.8M | 22,436 | 0.75% | 12q | -3.3%-$63.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $1.7M | 21,017 | 0.11% | 3q | +74.3%+$727.5K |
| Stonebridge Financial Group, LLC | $1.6M | 19,571 | 0.12% | 8q | -3.3%-$54.7K |
| Buska Wealth Management, LLC | $1.4M | 17,722 | 0.50% | 2q | +37.3%+$390.8K |
| Freestate Advisors LLC | $1.4M | 17,592 | 1.10% | 9q | -2.3%-$33.2K |
| Canandaigua National Trust Co of Florida | $1.3M | 15,806 | 0.71% | new | NEW |
| ROCKLAND TRUST CO | $1.3M | 15,459 | 0.05% | 29q | -2.1%-$27.0K |
| CHAPIN DAVIS, INC. | $1.1M | 14,046 | 0.22% | 16q | +0.7%+$7.8K |
| MassMutual Private Wealth & Trust, FSB | $1.1M | 13,551 | 0.03% | 32q | +3287.8%+$1.1M |
| Independence Financial Advisors, LLC | $751.6K | 9,256 | 0.19% | 7q | -24.4%-$242.7K |
| BENEDICT FINANCIAL ADVISORS INC | $729.9K | 8,989 | 0.14% | 15q | -33.5%-$367.1K |
| Gouws Capital LLC | $674.0K | 8,300 | 0.32% | 5q | HELD |
| Factor Wealth Management LTD | $653.8K | 8,052 | 0.10% | 8q | -9.1%-$65.3K |
| DIVERSIFIED MANAGEMENT INC | $586.9K | 7,228 | 0.10% | 2q | HELD |
| Avidian Wealth Enterprises, LLC | $568.8K | 7,005 | 0.02% | 20q | +29.7%+$130.2K |
| CoreCap Advisors, LLC | $567.8K | 6,992 | 0.02% | 9q | -10.5%-$66.3K |
| Acropolis Investment Management, LLC | $534.3K | 6,580 | 0.02% | 19q | -66.6%-$1.1M |
| Montecito Bank & Trust | $505.3K | 6,223 | 0.08% | 8q | HELD |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | $502.5K | 6,188 | 0.03% | 32q | HELD |
| Trust Co | $475.5K | 5,856 | 0.04% | 16q | HELD |
| Biltmore Wealth Management, LLC | $469.1K | 5,777 | 0.15% | 32q | +5.3%+$23.8K |
| GK Wealth Management LLC | $444.3K | 5,471 | 0.25% | 2q | +29.6%+$101.6K |
| Weaver Consulting Group | $442.3K | 5,447 | 0.09% | 19q | -4.0%-$18.3K |
| EPIQ PARTNERS, LLC | $400.0K | 4,926 | 0.17% | 3q | -29.6%-$168.1K |
| TrueWealth Advisors, LLC | $380.4K | 4,685 | 0.09% | 6q | HELD |
| FIRST COMMUNITY TRUST NA | $361.9K | 4,457 | 0.12% | 13q | -62.1%-$593.0K |
| Pathway Financial Advisors LLC | $357.3K | 4,400 | 0.04% | 2q | HELD |
| Whalen Wealth Management Inc. | $356.7K | 4,393 | 0.15% | 6q | -83.6%-$1.8M |
| Castleview Partners, LLC | $304.8K | 3,753 | 0.13% | 20q | +9.2%+$25.6K |
| AVAII WEALTH MANAGEMENT, LLC | $304.4K | 3,756 | 0.09% | 16q | +6.8%+$19.4K |
| Veracity Capital LLC | $260.4K | 3,206 | 0.07% | 14q | +1.9%+$4.9K |
| Noble Wealth Management PBC | $259.8K | 3,199 | 0.12% | 7q | -22.9%-$77.1K |
| ACIMA PRIVATE WEALTH, LLC | $247.6K | 3,049 | 0.07% | new | NEW |
| Central Pacific Bank - Trust Division | $237.1K | 2,920 | 0.02% | 11q | HELD |
| EASTERN BANK | $232.8K | 2,867 | 0.00% | 9q | +973.8%+$211.1K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | $231.3K | 2,849 | 0.03% | 9q | HELD |
| Hickory Point Bank & Trust | $204.7K | 2,521 | 0.12% | 3q | HELD |
| Hummer Financial Advisory Services Inc | $203.0K | 2,500 | 0.13% | 3q | HELD |
| Horizons Wealth Management | $107.4K | 1,323 | 0.07% | 17q | -24.1%-$34.2K |
| Grove Bank & Trust | $97.4K | 1,200 | 0.01% | 15q | HELD |
| TOMPKINS FINANCIAL CORP | $89.3K | 1,100 | 0.01% | 31q | HELD |
| Bank of New Hampshire | $34.8K | 428 | 0.01% | 19q | -20.4%-$8.9K |
| Roxbury Financial LLC | $34.3K | 422 | 0.03% | 8q | -3.2%-$1.1K |
| Planning Strategies Inc. | $25.3K | 312 | 0.01% | 2q | HELD |
| GAMMA Investing LLC | $7.3K | 90 | 0.00% | new | NEW |
| Rosenberg Matthew Hamilton | $2.9K | 36 | 0.00% | 7q | HELD |
| CX Institutional | $776 | 9,555 | 0.02% | 32q | -98.9%-$71.9K |
| TOTH FINANCIAL ADVISORY CORP | $82 | 1 | 0.00% | 13q | -75.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 67 | $246.3M | 3,033,057 | 3 | 26 | 23 | 0.0% |
| Q2 2026 | 1,216 | $21.2B | 255,869,501 | 83 | 490 | 404 | 1.1% |
| Q1 2026 | 1,223 | $20.2B | 244,161,618 | 101 | 483 | 378 | 0.1% |
| Q4 2025 | 1,208 | $18.5B | 222,340,941 | 75 | 450 | 404 | 0.4% |
| Q3 2025 | 1,161 | $20.4B | 245,036,196 | 80 | 414 | 424 | 0.2% |
| Q2 2025 | 1,187 | $19.0B | 229,758,065 | 97 | 435 | 426 | 0.0% |
| Q1 2025 | 1,176 | $18.2B | 219,647,776 | 87 | 412 | 449 | 0.0% |
| Q4 2024 | 1,177 | $133.0B | 1,621,874,347 | 90 | 398 | 404 | 0.0% |
| Q3 2024 | 1,101 | $139.6B | 1,677,942,921 | 87 | 377 | 411 | 0.0% |
| Q2 2024 | 1,089 | $139.9B | 1,712,789,557 | 87 | 360 | 444 | 0.0% |
| Q1 2024 | 1,107 | $25.0B | 305,255,493 | 83 | 356 | 461 | 0.2% |
| Q4 2023 | 1,128 | $24.7B | 295,066,530 | 95 | 355 | 450 | 2.1% |
| Q3 2023 | 1,076 | $20.5B | 258,667,661 | 85 | 343 | 454 | 0.5% |
| Q2 2023 | 1,089 | $20.5B | 252,825,361 | 69 | 339 | 485 | 0.2% |
| Q1 2023 | 1,107 | $21.6B | 262,972,762 | 119 | 392 | 418 | 0.2% |
| Q4 2022 | 1,118 | $21.7B | 267,243,398 | 135 | 391 | 419 | 0.2% |
| Q3 2022 | 1,045 | $21.4B | 263,160,493 | 133 | 379 | 365 | 0.2% |
| Q2 2022 | 999 | $19.8B | 238,538,253 | 163 | 335 | 338 | 0.2% |
| Q1 2022 | 919 | $15.2B | 180,988,194 | 106 | 327 | 305 | 0.4% |
| Q4 2021 | 911 | $15.4B | 177,439,072 | 80 | 267 | 300 | 1.2% |
| Q3 2021 | 829 | $13.4B | 154,069,037 | 55 | 263 | 294 | 1.1% |
| Q2 2021 | 834 | $13.0B | 148,823,730 | 51 | 263 | 338 | 1.2% |
| Q1 2021 | 883 | $12.9B | 147,445,268 | 66 | 303 | 323 | 1.3% |
| Q4 2020 | 905 | $12.2B | 138,434,129 | 54 | 273 | 335 | 1.8% |
| Q3 2020 | 854 | $13.8B | 155,635,993 | 75 | 312 | 286 | 2.4% |
| Q2 2020 | 850 | $14.5B | 164,634,362 | 109 | 308 | 290 | 1.7% |
| Q1 2020 | 808 | $15.3B | 176,214,292 | 128 | 314 | 242 | 1.3% |
| Q4 2019 | 767 | $11.3B | 126,974,000 | 68 | 235 | 257 | 5.2% |
| Q3 2019 | 690 | $11.3B | 127,542,500 | 69 | 258 | 217 | 4.5% |
| Q2 2019 | 681 | $11.5B | 129,700,275 | 67 | 255 | 232 | 3.0% |
| Q1 2019 | 678 | $14.7B | 173,738,209 | 83 | 200 | 254 | 0.3% |
| Q4 2018 | 658 | $15.3B | 180,373,309 | 11 | 17 | 5 | 1.6% |