SHY — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns SHY? 72 Institutions Hold $247M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (SHY)? 72 institutions reported holding $247.03M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Atwood & Palmer Inc ($62.3M), Farther Finance Advisors, LLC ($41.7M), Apella Capital, LLC ($12.4M).

Rank	Institution	Value	Shares	Change
1	ATWOOD & PALMER INC	$62.3M	766,834	Added
2	Farther Finance Advisors, LLC	$41.7M	513,367	Added
3	Apella Capital, LLC	$12.4M	152,694	Added
4	Shira Ridge Wealth Management	$11.3M	138,690	Added
5	First Heartland Consultants, Inc.	$10.3M	126,337	Added
6	Beacon Wealthcare LLC	$9.9M	122,440	Added
7	Lake Hills Wealth Management, LLC	$9.9M	121,755	Trimmed
8	LWM ADVISORS INC	$9.8M	22	Trimmed
9	Invariant Investment Management	$8.7M	107,818	Added
10	KFA Private Wealth Group, LLC	$7.5M	91,782	Trimmed
11	Boltwood Capital Management	$7.1M	88,031	Added
12	Wealth Enhancement Trust Services, Inc.	$5.3M	65,541	Added
13	SigFig Wealth Management, LLC	$4.5M	54,867	Trimmed
14	Balefire, LLC	$4.3M	52,893	Trimmed
15	Martin Capital Partners, LLC	$3.7M	45,903	Added
16	Tactive Advisors, LLC	$3.1M	38,348	Added
17	FINANCIAL MANAGEMENT NETWORK INC	$3.1M	38,330	Added
18	Whitcomb & Hess, Inc.	$2.1M	26,033	Added
19	Cooper Financial Group	$2.0M	24,439	Added
20	CAMELOT TECHNOLOGY ADVISORS, INC.	$1.9M	23,555	Added
21	May Barnhard Investments LLC	$1.8M	22,436	Trimmed
22	TITLEIST ASSET MANAGEMENT, LLC	$1.7M	21,017	Added
23	Stonebridge Financial Group, LLC	$1.6M	19,571	Trimmed
24	Buska Wealth Management, LLC	$1.4M	17,722	Added
25	Freestate Advisors LLC	$1.4M	17,592	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30