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Who Owns ISHARES TR (SHY)? -- Institutional Holders (2026-06-30)

1,296 institutions reported holding $20.21B of ISHARES TR (SHY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($1.95B), CAPTRUST FINANCIAL ADVISORS ($1.73B), BANK OF AMERICA CORP /DE/ ($1.41B), BlackRock, Inc. ($1.04B), FMR LLC ($944.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$1.95B23.8MAdded
2CAPTRUST FINANCIAL ADVISORS$1.73B21.1MAdded
3BANK OF AMERICA CORP /DE/$1.41B17.2MAdded
4BlackRock, Inc.$1.04B12.6MAdded
5FMR LLC$944.8M11.5MAdded
6JPMORGAN CHASE & CO$741.8M9.0MTrimmed
7AMERIPRISE FINANCIAL INC$509.7M6.2MTrimmed
8WELLS FARGO & COMPANY/MN$466.6M5.7MTrimmed
9Bank of New York Mellon Corp$459.9M5.6MTrimmed
10LPL Financial LLC$449.7M5.5MTrimmed
11RAYMOND JAMES FINANCIAL INC$413.8M5.0MAdded
12UBS Group AG$386.8M4.7MTrimmed
13ASSETMARK, INC$375.9M4.6MAdded
14BANK OF MONTREAL /CAN/$356.7M4.3MAdded
15MANUFACTURERS LIFE INSURANCE COMPANY, THE$291.1M3.5MAdded
16Royal Bank of Canada$286.2M3.5MTrimmed
17ENVESTNET ASSET MANAGEMENT INC$274.7M3.3MTrimmed
18PINEBRIDGE INVESTMENTS ASIA LTD$227.7M2.8MAdded
19PNC Financial Services Group, Inc.$227.2M2.8MAdded
20TRUIST FINANCIAL CORP$219.7M2.7MAdded
21Cerity Partners LLC$203.6M2.5MTrimmed
22STIFEL FINANCIAL CORP$174.5M2.1MAdded
23AIA Group Ltd$117.0M1.4MAdded
24NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$115.0M1.4MTrimmed
25Focus Partners Wealth$99.4M1.2MTrimmed

Source: SEC Form 13F filings · as of 2026-06-30