SHY institutional holders

iShares 1-3 Year Treasury Bond ETF · 1,264 reporting institutions · $20.2B reported value

Funds that can replace SHY · SHY return decomposition

Institutional holdings

Institutions reporting SHY, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$2B23,1852026-06-30
Captrust Financial Advisors$1.7B9622026-06-30
Bank of America Corp /de$1.4B02026-06-30
Blackrock, Inc.$1B02026-06-30
Fmr LLC$944.8M02026-06-30
Jpmorgan Chase & Co$741.8M02026-06-30
Ameriprise Financial Inc$509.7M02026-06-30
Wells Fargo & Company/mn$466.6M02026-06-30
Bank of New York Mellon Corp$459.9M02026-06-30
Lpl Financial LLC$449.7M23,4582026-06-30
Raymond James Financial Inc$413.8M02026-06-30
UBS Group AG$386.8M02026-06-30
Assetmark, Inc$375.9M2202026-06-30
Bank of Montreal /can$356.7M02026-06-30
Pinebridge Investments, LP$295.1M02025-09-30
Manufacturers Life Insurance Company, the$291.1M02026-06-30
Royal Bank of Canada$286.2M02026-06-30
Envestnet Pmc$274.7M602026-06-30
Pinebridge Investments Asia Ltd$227.7M02026-06-30
PNC Financial Services Group, Inc.$227.2M02026-06-30
Truist Financial Corp$219.7M02026-06-30
Cerity Partners LLC$203.6M7772026-06-30
Stifel Financial Corp$174.5M02026-06-30
Aia Group Ltd$117M02026-06-30
Northwestern Mutual Wealth Management Co$115M02026-06-30
Focus Partners Wealth$99.4M1,0482026-06-30
Charles Schwab Investment Management Inc$98.4M372026-06-30
Citigroup Inc$93M02026-06-30
Barclays PLC$86.5M02026-06-30
Tfc Financial Management, Inc.$84.3M122026-06-30
Americana Partners, LLC$81.6M532026-06-30
Quent Capital, LLC$77.6M02026-06-30
Wealthfront Advisers LLC$74.8M402026-06-30
Osaic Holdings, Inc.$73.8M02026-06-30
Bleakley Financial Group, LLC$71.5M1242026-06-30
Modern Wealth Management, LLC$69.8M1612026-06-30
Cwa Asset Management Group, LLC$69.3M492026-06-30
Goldman Sachs Group Inc$68.8M02026-06-30
TD Private Client Wealth LLC$67.2M5352026-06-30
Wealthspire Advisors, LLC$67.1M2372026-06-30
Lido Advisors, LLC$66.9M3202026-06-30
Beacon Investment Advisory Services, Inc.$63.7M312026-06-30
MML Investors Services, LLC$63.5M5,1202026-06-30
Gm Advisory Group, LLC$62.5M02026-03-31
Hightower Advisors, LLC$60.8M1,0462026-06-30
Atwood & Palmer Inc$60.1M72026-06-30
Evergreen Capital Management LLC$59.8M282026-06-30
US Bancorp$58.2M02026-06-30
Amundi$55M02026-06-30
Fisher Asset Management, LLC$53.7M2,9842026-06-30
Allianz Se$51.6M02026-06-30
Cetera Investment Advisers$51.5M10,3702026-06-30
Scopus Asset Management, LP$49.7M02026-06-30
Pinnacle Financial Partners, Inc.$47.9M02026-06-30
Fifth Third Bancorp$47.2M02026-06-30
Guggenheim Capital LLC$45.2M02026-06-30
America First Investment Advisors, LLC$44M72026-06-30
Silicon Valley Capital Partners$42.3M52026-03-31
Stephens Inc /ar$39.8M2432026-06-30
Rockefeller Capital Management LP$39.5M3462026-06-30
Dakota Wealth Management$39.1M02026-06-30
Farther Finance Advisors, LLC$38.5M3342026-06-30
Strategic Investment Advisors / Mi$37.7M02026-06-30
Banco Bilbao Vizcaya Argentaria, S.A.$36.9M02026-06-30
M&T Bank Corp$35.7M02026-06-30
Keybank National Association/oh$35.1M02026-06-30
Allspring Global Investments Holdings, LLC$34.6M02026-06-30
Synovus Financial Corp$33.8M02025-09-30
Advisors Preferred, LLC$33.7M22026-06-30
Steward Partners Investment Advisory, LLC$33.7M4812026-06-30
Mariner, LLC$33.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$33.1M1,0262026-06-30
Anchor Capital Advisors LLC$32.9M162026-06-30
Zacks Investment Management$32.8M832026-06-30
Edge Wealth Management LLC$32.3M62026-06-30
Cerity Partners Ocio LLC$32.3M22026-06-30
Southstate Bank Corp$31.9M02026-06-30
Private Advisor Group, LLC$30.3M9272026-06-30
Comerica Bank$30.1M02025-12-31
Commonwealth Equity Services, LLC$30M2,8632026-06-30
Curi Capital, LLC$29.8M942026-06-30
Advisory Services Network$29.7M2532026-06-30
Northcoast Asset Management LLC$29.2M312026-06-30
Proficio Capital Partners LLC$29.1M22026-06-30
Mesirow Financial Investment Management, Inc.$27.6M922026-06-30
Santa Clara Valley Transportation Authority$27.5M02026-06-30
Element Pointe Advisors, LLC$27.3M82026-06-30
Birchcreek Wealth Management, LLC$27.1M52026-06-30
Financial Consulate, Inc$27M132026-06-30
Corient Private Wealth LP$26.8M6742026-06-30
Fiduciary Group, LLC$26.4M132026-06-30
O'Shaughnessy Asset Management, LLC$26.3M582026-06-30
Sigma Planning Corp$26.3M4742026-06-30
Jones Financial Companies LLLP$26.2M02026-06-30
Scotia Capital Inc.$25.9M02026-06-30
Baird Financial Group, Inc.$24.9M02026-06-30
Axxcess Wealth Management, LLC$24.7M382026-06-30
Nixon Peabody Trust Co$24.6M02026-06-30
Kingsview Wealth Management, LLC$23.7M1152026-06-30
Johnson Investment Counsel Inc$23.1M652026-06-30
Clarity Financial LLC$21.9M142026-06-30
Kestra Advisory Services, LLC$21.8M1,4792026-06-30
Global Trust Asset Management, LLC$21.8M82026-06-30
West Virginia University Foundation, Inc$21.5M02026-06-30
Dynamic$21.4M752026-06-30
Cvs Health Corp$21.2M02026-06-30
The Ascent Group, LLC$21M202026-06-30
Newedge Advisors$21M6012026-06-30
Envestnet Portfolio Solutions, Inc.$20.9M32026-06-30
Mader & Shannon Wealth Management, Inc.$20.7M82026-06-30
Ballast, Inc.$20.2M82026-06-30
Ridgepath Capital Management LLC$20.1M22026-06-30
Procyon$19.8M532026-06-30
Elevate Capital Advisors, LLC$19.3M52026-06-30
Victory Capital Management Inc.$19M1062026-06-30
Barry Investment Advisors, LLC$18.8M82026-06-30
Dt Investment Partners, LLC$18.7M82026-06-30
Portfolio Design Labs, LLC$18.6M12026-06-30
Sollinda Capital Management LLC$18.5M172026-06-30
Wealthspire Retirement, LLC$18.5M1462026-06-30
HSBC Holdings PLC$18.4M02026-06-30
Pinnacle Financial Partners Inc$18.4M02025-09-30
Concurrent Investment Advisors, LLC$18.3M3492026-06-30
Mbl Advisors$17.5M102026-06-30
Insight 2811, Inc.$17.3M72026-06-30
Montag$17.2M92026-06-30
Huntington National Bank$17.1M02026-06-30
Ashton Thomas Private Wealth, LLC$17M962026-06-30
Etf Architect$17M62026-06-30
Alliancebernstein LP$16.8M5172026-06-30
Innova Wealth Partners$15.8M62026-06-30
National Bank of Canada /fi$15.8M02026-06-30
Clear Wave Wealth Management LLC$15.7M22026-06-30
Partners Capital Investment Group, LLP$15.7M12026-06-30
Northstar Advisory Group, LLC$15.5M32026-06-30
Integrated Wealth Concepts LLC$15.5M4802026-06-30
Orion Porfolio Solutions, LLC$15.4M1992026-06-30
Everstar Asset Management, LLC$15.2M102026-06-30
Bartlett & Co. Wealth Management LLC$15.1M322026-06-30
Camden National Bank$15.1M02026-06-30
Strongbox Wealth, LLC$15M42026-06-30
Susquehanna International Group, LLP$14.8M02026-06-30
Ifp Advisors, Inc$14.8M3182026-06-30
First Citizens Bank & Trust Co$14.7M02026-06-30
Salomon & Ludwin, LLC$14.6M62026-06-30
Ifrah Financial Services, Inc.$14.4M92026-06-30
Broyhill Asset Management, LLC$13.7M02026-06-30
1832 Asset Management LP$13M02026-06-30
McKinley Carter Wealth Services, Inc.$12.8M252026-06-30
Advisornet Wealth Partners$12.7M582026-06-30
Brookstone Capital Management$12.7M3372026-06-30
Beacon Pointe Advisors, LLC$12.6M4662026-06-30
Syntax Research, Inc.$12.6M12026-06-30
Clearstead; Clearstead Advisory Solutions$12.4M642026-06-30
Leuthold Weeden Capital Management$12.3M32026-06-30
Cambient Family Office, LLC$12.3M32026-06-30
Mai Capital Management$12.2M3082026-06-30
Argent Advisors, Inc.$12.2M132026-06-30
Parkway Wealth Management Group, LLC$11.9M182026-06-30
Foundations Investment Advisors, LLC$11.9M3022026-06-30
Criteria Caixa, Sau.$11.9M02026-06-30
Convergence Financial, LLC$11.9M292026-06-30
D.A. Davidson & Co.$11.8M6892026-06-30
Capital Investment Services of America, Inc.$11.5M92026-06-30
Main Street Financial Solutions, LLC$11.4M412026-06-30
Mba Advisors LLC$11.3M32026-06-30
Sumitomo Mitsui Financial Group, Inc.$11.3M02026-06-30
Pointe Capital Management LLC$11.2M62026-06-30
Global Retirement Partners LLC$11.2M4912026-06-30
First American Trust, Fsb$11.1M02026-06-30
Creative Planning$11.1M1,1712026-06-30
Roof Eidam Maycock Peralta, LLC$11M52026-06-30
Cwm, LLC$11M6672026-03-31
United Capital Financial Advisors, LLC$10.5M1662026-06-30
Morris Financial Concepts, Inc.$10.4M12026-06-30
Lake Hills Wealth Management, LLC$10.2M32026-06-30
Shira Ridge Wealth Management$10.2M42026-06-30
Pure Financial Advisors, LLC$10.2M882026-06-30
Larsen Wealth Management$10M32026-06-30
James Investment Research Inc$10M82026-06-30
Schroder Investment Management Group$10M02026-06-30
Symmetry Partners, LLC$9.8M232026-06-30
Little House Capital, LLC$9.7M82026-06-30
Becker Capital Management Inc$9.7M232026-06-30
Nerdwallet Wealth Partners, LLC$9.6M182026-06-30
Graybill Wealth Management, Ltd.$9.6M12026-06-30
Cabot Wealth Management Inc$9.4M92026-06-30
Heck Capital Advisors, LLC$9.4M242026-06-30
World Investment Advisors$9.4M3592026-06-30
Buttonwood Financial Advisors, Inc.$9.4M52026-06-30
Baybridge Capital Group, LLC$9.3M22026-06-30
Dogwood Wealth Management LLC$9.1M42026-06-30
Kfa Private Wealth Group, LLC$9.1M112026-06-30
Silver Oak Securities, Incorporated$9.1M1172026-06-30
Spectrum Strategic Capital Management, LLC$9.1M42026-06-30
Onedigital Investment Advisors LLC$9M3862026-06-30
Alamar Capital Management, LLC$9M22026-06-30
Palladiem, LLC$8.9M02026-06-30
Premier Path Wealth Partners, LLC$8.9M72026-06-30
Flputnam Investment Management Co$8.9M782026-06-30
Jfs Wealth Advisors, LLC$8.9M332026-06-30
Waverly Advisors, LLC$8.9M2312026-06-30
Invariant Investment Management$8.8M62026-06-30
Beacon Wealthcare LLC$8.7M52026-06-30
Sih Partners, LLLP$8.6M02026-06-30
Angeles Wealth Management, LLC$8.6M92026-06-30
Eley Financial Management, Inc$8.6M42026-06-30
Midwest Heritage Bank, Fsb$8.6M52026-06-30
Edgestream Partners, LP$8.6M02026-06-30
Mercer Global Advisors Inc /adv$8.6M02026-06-30
Spire Wealth Management$8.5M32026-06-30
Mirae Asset Global Investments Co., Ltd.$8.5M02026-06-30
Aptus Capital Advisors, LLC$8.4M212026-06-30
Mariner Investment Group LLC$8.3M02026-06-30
Durante & Waters, LLC$8.3M02026-06-30
Cascade Financial Partners, LLC$8.2M72026-06-30
Mutual Advisors, LLC$8.2M1532026-06-30
Great Valley Advisor Group, LLC$8.1M2052026-06-30
Equitable Holdings, Inc.$8.1M02026-06-30
First Heartland Consultants, Inc.$7.8M992026-06-30
Members Trust Co$7.7M02026-06-30
Brady Family Wealth, LLC$7.6M32026-06-30
Cerro Pacific Wealth Advisors, LLC$7.6M42026-06-30
Patten & Patten Inc/tn$7.6M02026-06-30
Alterna Wealth Management, Inc$7.5M292026-06-30
Tower Research Capital LLC (trc)$7.5M02026-06-30
Kelleher Financial Advisors$7.4M42026-06-30
Jaffetilchin Investment Partners, LLC$7.4M02026-03-31
Money Concepts Capital Corp$7.4M3892026-06-30
Fifth Third Securities, Inc.$7.4M1,0142026-06-30
Traphagen Investment Advisors LLC$7.3M162026-06-30
Layline Advisors, LLC$7.2M22026-06-30
Ancora Advisors LLC$7.1M102026-06-30
Independent Solutions Wealth Management, LLC$7.1M302026-06-30
Napier Financial$7M92026-06-30
Allianz Asset Management GMBH$7M02026-06-30
Oppenheimer Asset Management$7M52026-06-30
Mount Lucas Management LP$6.9M02026-06-30
Patriot Investment Management Group, Inc.$6.9M152026-06-30
Nbt Bank, N.A.$6.9M02026-06-30
Boltwood Capital Management$6.8M22026-06-30
Westwood Wealth Management$6.8M22026-06-30
Sanctuary Advisors, LLC$6.8M4012026-06-30
Kooman & Associates$6.8M82026-06-30
Great Lakes Retirement, Inc.$6.6M102026-06-30
Bison Wealth, LLC$6.5M612026-06-30
Modus Advisors, LLC$6.4M42026-06-30
Kestra Private Wealth Services, LLC$6.4M2062026-06-30
Kiker Wealth Management, LLC$6.4M42026-06-30
Independent Wealth Advisors LLC$6.4M42026-06-30

The 250 largest of 1,264 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30