ISHARES TR (SHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,179
Reporting holders
$20.1B
Reported value
0.7%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $2.0B | 23,782,177 | 0.10% | 35q | +5.6%+$102.8M |
| CAPTRUST FINANCIAL ADVISORS | $1.7B | 21,086,882 | 2.64% | 31q | +9.9%+$155.7M |
| BANK OF AMERICA CORP /DE/ | $1.4B | 17,222,354 | 0.09% | 31q | +10.1%+$129.1M |
| BlackRock, Inc. | $1.0B | 12,621,912 | 0.02% | 8q | +8.0%+$76.5M |
| FMR LLC | $944.8M | 11,506,634 | 0.04% | 31q | +182.1%+$609.9M |
| JPMORGAN CHASE & CO | $741.8M | 9,027,794 | 0.04% | 31q | -27.8%-$285.9M |
| AMERIPRISE FINANCIAL INC | $509.7M | 6,154,693 | 0.10% | 31q | -52.0%-$551.2M |
| WELLS FARGO & COMPANY/MN | $466.6M | 5,682,654 | 0.08% | 31q | -50.3%-$471.9M |
| Bank of New York Mellon Corp | $459.9M | 5,600,457 | 0.08% | 31q | -2.0%-$9.3M |
| LPL Financial LLC | $449.7M | 5,477,221 | 0.10% | 31q | -6.7%-$32.5M |
| RAYMOND JAMES FINANCIAL INC | $413.8M | 5,038,978 | 0.11% | 7q | +10.1%+$37.8M |
| UBS Group AG | $386.8M | 4,710,588 | 0.05% | 31q | -2.4%-$9.3M |
| ASSETMARK, INC | $375.9M | 4,577,908 | 0.65% | 31q | +44.2%+$115.1M |
| BANK OF MONTREAL /CAN/ | $356.7M | 4,344,176 | 0.12% | 31q | +18.4%+$55.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $291.1M | 3,545,364 | 0.23% | 22q | +225.0%+$201.5M |
| ROYAL BANK OF CANADA | $286.2M | 3,485,702 | 0.04% | 31q | -0.9%-$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $274.7M | 3,345,948 | 0.06% | 31q | -6.8%-$20.0M |
| AIA Group Ltd | $234.0M | 2,850,378 | 1.47% | 10q | +220.2%+$161.0M |
| PINEBRIDGE INVESTMENTS ASIA LTD | $227.7M | 2,773,000 | 77.87% | 3q | +1.3%+$3.0M |
| PNC Financial Services Group, Inc. | $227.2M | 2,766,431 | 0.11% | 31q | +13.9%+$27.7M |
| TRUIST FINANCIAL CORP | $219.7M | 2,676,009 | 0.26% | 31q | +16.2%+$30.6M |
| Cerity Partners LLC | $203.6M | 2,479,279 | 0.25% | 23q | -1.0%-$2.0M |
| STIFEL FINANCIAL CORP | $174.5M | 2,125,383 | 0.15% | 31q | +41.1%+$50.9M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $115.0M | 1,400,733 | 0.06% | 31q | -5.5%-$6.6M |
| Focus Partners Wealth | $99.4M | 1,210,138 | 0.10% | 11q | -3.2%-$3.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $98.4M | 1,198,032 | 0.01% | 25q | -2.0%-$2.0M |
| Sixth Street Partners Management Company, L.P. | $98.4M | 1,198,032 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $96.8M | options only | 0.01% | 31q | OPTIONS |
| CITIGROUP INC | $93.0M | 1,133,190 | 0.03% | 31q | +35.8%+$24.5M |
| BARCLAYS PLC | $86.5M | 1,053,819 | 0.02% | 31q | +40.5%+$25.0M |
| TFC Financial Management, Inc. | $84.3M | 1,026,401 | 9.34% | 13q | +3.6%+$2.9M |
| Americana Partners, LLC | $81.6M | 993,588 | 1.84% | 14q | +4.1%+$3.2M |
| Quent Capital, LLC | $77.6M | 944,744 | 4.77% | 19q | +22.4%+$14.2M |
| Wealthfront Advisers LLC | $74.8M | 910,823 | 0.14% | 15q | -10.2%-$8.5M |
| OSAIC HOLDINGS, INC. | $73.8M | 898,751 | 0.09% | 26q | -8.0%-$6.4M |
| Bleakley Financial Group, LLC | $71.5M | 870,227 | 0.91% | 15q | -1.5%-$1.1M |
| Modern Wealth Management, LLC | $69.8M | 849,764 | 0.83% | 11q | +80.9%+$31.2M |
| CWA Asset Management Group, LLC | $69.3M | 843,777 | 2.11% | 25q | -3.9%-$2.8M |
| GOLDMAN SACHS GROUP INC | $68.8M | 837,714 | 0.01% | 31q | -5.0%-$3.7M |
| TD PRIVATE CLIENT WEALTH LLC | $67.2M | 818,344 | 1.23% | 27q | -1.5%-$1.1M |
| Wealthspire Advisors, LLC | $67.1M | 817,585 | 0.37% | 31q | +4255.6%+$65.6M |
| Lido Advisors, LLC | $66.9M | 814,969 | 0.18% | 28q | -12.4%-$9.4M |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $63.7M | 775,709 | 2.37% | 14q | -0.8%-$527.6K |
| MML INVESTORS SERVICES, LLC | $63.5M | 773,885 | 0.13% | 31q | +31.6%+$15.3M |
| HighTower Advisors, LLC | $60.8M | 739,930 | 0.06% | 31q | -1.2%-$756.6K |
| ATWOOD & PALMER INC | $60.1M | 732,119 | 3.21% | 16q | +2.1%+$1.2M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $59.8M | 727,713 | 1.05% | 31q | -11.6%-$7.9M |
| US BANCORP \DE\ | $58.2M | 708,259 | 0.06% | 31q | -7.5%-$4.7M |
| Corient Private Wealth LP | $57.3M | 697,245 | 0.04% | 15q | +96.1%+$28.1M |
| Amundi | $55.0M | 669,900 | 0.01% | 11q | HELD |
| Fisher Asset Management, LLC | $53.7M | 654,407 | 0.02% | 31q | +8.2%+$4.1M |
| Allianz SE | $51.6M | 628,900 | 0.54% | 10q | +72.1%+$21.6M |
| Cetera Investment Advisers | $51.5M | 626,684 | 0.05% | 31q | +2.2%+$1.1M |
| SCOPUS ASSET MANAGEMENT, L.P. | $49.7M | 605,726 | 0.70% | 11q | HELD |
| Pinnacle Financial Partners, Inc. | $47.9M | 583,186 | 0.33% | 3q | +1.4%+$663.5K |
| FIFTH THIRD BANCORP | $47.2M | 575,332 | 0.08% | 31q | -10.8%-$5.7M |
| GUGGENHEIM CAPITAL LLC | $45.2M | 550,188 | 0.28% | 31q | -4.0%-$1.9M |
| America First Investment Advisors, LLC | $44.0M | 535,584 | 8.16% | 31q | HELD |
| STEPHENS INC /AR/ | $39.8M | 484,807 | 0.45% | 31q | -3.8%-$1.6M |
| Rockefeller Capital Management L.P. | $39.5M | 481,437 | 0.06% | 31q | +13.8%+$4.8M |
| Dakota Wealth Management | $39.1M | 476,187 | 0.75% | 29q | +13.4%+$4.6M |
| Farther Finance Advisors, LLC | $38.5M | 468,870 | 0.30% | 15q | +12.8%+$4.4M |
| Strategic Investment Advisors / MI | $37.7M | 458,650 | 2.28% | 12q | +42.6%+$11.3M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $36.9M | 449,563 | 0.23% | 27q | +35.3%+$9.6M |
| M&T Bank Corp | $35.7M | 434,450 | 0.10% | 26q | +1.9%+$666.8K |
| KEYBANK NATIONAL ASSOCIATION/OH | $35.1M | 427,389 | 0.12% | 31q | +4.4%+$1.5M |
| Allspring Global Investments Holdings, LLC | $34.6M | 421,143 | 0.05% | 19q | HELD |
| Advisors Preferred, LLC | $33.7M | 411,860 | 5.23% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $33.7M | 410,527 | 0.17% | 31q | -61.7%-$54.4M |
| Mariner, LLC | $33.5M | 407,521 | 0.04% | 31q | +15.5%+$4.5M |
| JANE STREET GROUP, LLC | $33.4M | 12,353 | 0.00% | 14q | +36.4%+$8.9M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.1M | 459,741 | 0.06% | 12q | +4.1%+$1.3M |
| ANCHOR CAPITAL ADVISORS LLC | $32.9M | 400,907 | 0.93% | 16q | +0.5%+$173.3K |
| ZACKS INVESTMENT MANAGEMENT | $32.8M | 399,031 | 0.23% | 31q | HELD |
| Edge Wealth Management LLC | $32.3M | 393,457 | 5.44% | 17q | +0.8%+$246.3K |
| Cerity Partners OCIO LLC | $32.3M | 393,387 | 1.63% | 26q | +61.0%+$12.2M |
| SouthState Bank Corp | $31.9M | 389,010 | 1.33% | 30q | HELD |
| Private Advisor Group, LLC | $30.3M | 369,227 | 0.14% | 31q | -17.8%-$6.5M |
| COMMONWEALTH EQUITY SERVICES, LLC | $30.0M | 365,570 | 0.04% | 31q | +18.1%+$4.6M |
| Curi Capital, LLC | $29.8M | 363,486 | 0.46% | 10q | -16.8%-$6.0M |
| Advisory Services Network, LLC | $29.7M | 361,991 | 0.34% | 31q | +6.3%+$1.8M |
| NorthCoast Asset Management LLC | $29.2M | 355,292 | 0.65% | 25q | +46.1%+$9.2M |
| Proficio Capital Partners LLC | $29.1M | 354,385 | 1.04% | 18q | -8.4%-$2.7M |
| Mesirow Financial Investment Management, Inc. | $27.6M | 335,614 | 0.43% | 11q | -47.7%-$25.1M |
| Santa Clara Valley Transportation Authority | $27.5M | 334,415 | 21.26% | 8q | +1.5%+$400.5K |
| Broyhill Asset Management, LLC | $27.4M | 333,746 | 12.18% | 7q | +308.4%+$20.7M |
| ELEMENT POINTE ADVISORS, LLC | $27.3M | 332,037 | 4.39% | 15q | +1.7%+$449.6K |
| Birchcreek Wealth Management, LLC | $27.1M | 330,048 | 10.56% | 17q | +12.9%+$3.1M |
| FINANCIAL CONSULATE, INC | $27.0M | 328,601 | 3.00% | 2q | +1.6%+$437.2K |
| Fiduciary Group, LLC | $26.4M | 321,396 | 2.07% | 18q | -4.9%-$1.3M |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $26.3M | 320,887 | 0.12% | 27q | +0.5%+$131.1K |
| Sigma Planning Corp | $26.3M | 320,294 | 0.66% | 16q | +5.6%+$1.4M |
| JONES FINANCIAL COMPANIES LLLP | $26.2M | 318,760 | 0.01% | 10q | +34.7%+$6.8M |
| SCOTIA CAPITAL INC. | $25.9M | 315,443 | 0.10% | 31q | +5.7%+$1.4M |
| Baird Financial Group, Inc. | $24.9M | 303,706 | 0.03% | 31q | +5.5%+$1.3M |
| AXXCESS WEALTH MANAGEMENT, LLC | $24.7M | 300,808 | 0.39% | 19q | +418.9%+$19.9M |
| NIXON PEABODY TRUST CO | $24.6M | 299,198 | 1.74% | 8q | +6.1%+$1.4M |
| Kingsview Wealth Management, LLC | $23.7M | 288,562 | 0.29% | 26q | +6.4%+$1.4M |
| JOHNSON INVESTMENT COUNSEL INC | $23.1M | 281,607 | 0.17% | 2q | +0.7%+$169.1K |
| Clarity Financial LLC | $21.9M | 266,695 | 1.86% | 22q | +1.7%+$370.1K |
Showing the largest 100 of 1,213 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,179 | $20.1B | 243,180,206 | 81 | 473 | 392 | 0.7% |
| Q1 2026 | 1,183 | $19.9B | 240,460,488 | 98 | 467 | 368 | 0.1% |
| Q4 2025 | 1,168 | $18.2B | 219,364,384 | 73 | 438 | 389 | 0.4% |
| Q3 2025 | 1,118 | $20.0B | 241,008,748 | 78 | 402 | 404 | 0.2% |
| Q2 2025 | 1,133 | $18.6B | 224,351,053 | 91 | 414 | 411 | 0.0% |
| Q1 2025 | 1,121 | $17.7B | 214,185,454 | 81 | 389 | 434 | 0.0% |
| Q4 2024 | 1,120 | $18.1B | 221,129,902 | 83 | 378 | 389 | 0.2% |
| Q3 2024 | 1,041 | $19.3B | 231,820,930 | 82 | 357 | 387 | 0.3% |
| Q2 2024 | 1,023 | $18.4B | 225,503,176 | 78 | 334 | 424 | 0.1% |
| Q1 2024 | 1,037 | $24.4B | 297,742,784 | 76 | 328 | 434 | 0.2% |
| Q4 2023 | 1,042 | $24.2B | 288,371,121 | 84 | 326 | 417 | 2.1% |
| Q3 2023 | 989 | $19.9B | 250,286,902 | 79 | 314 | 421 | 0.5% |
| Q2 2023 | 991 | $19.5B | 241,171,095 | 63 | 307 | 436 | 0.2% |
| Q1 2023 | 989 | $20.3B | 247,045,196 | 107 | 340 | 377 | 0.2% |
| Q4 2022 | 937 | $17.9B | 220,951,996 | 119 | 321 | 348 | 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% |