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Who Owns ISHARES TR (SHY)? -- Institutional Holders (2026-03-31)

1,296 institutions reported holding $19.09B of ISHARES TR (SHY) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($1.86B), CAPTRUST FINANCIAL ADVISORS ($1.58B), BANK OF AMERICA CORP /DE/ ($1.29B), JPMORGAN CHASE & CO ($1.03B), BlackRock, Inc. ($965.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$1.86B22.5MTrimmed
2CAPTRUST FINANCIAL ADVISORS$1.58B19.2MAdded
3BANK OF AMERICA CORP /DE/$1.29B15.6MAdded
4JPMORGAN CHASE & CO$1.03B12.5MAdded
5BlackRock, Inc.$965.3M11.7MTrimmed
6AMERIPRISE FINANCIAL INC$528.9M6.4MAdded
7LPL Financial LLC$485.0M5.9MTrimmed
8WELLS FARGO & COMPANY/MN$471.9M5.7MAdded
9Bank of New York Mellon Corp$471.8M5.7MAdded
10UBS Group AG$398.3M4.8MTrimmed
11RAYMOND JAMES FINANCIAL INC$378.1M4.6MAdded
12FMR LLC$336.8M4.1MAdded
13BANK OF MONTREAL /CAN/$302.8M3.7MAdded
14ENVESTNET ASSET MANAGEMENT INC$296.4M3.6MAdded
15Royal Bank of Canada$290.3M3.5MTrimmed
16ASSETMARK, INC$262.2M3.2MAdded
17PINEBRIDGE INVESTMENTS ASIA LTD$226.0M2.7MTrimmed
18Cerity Partners LLC$206.7M2.5MTrimmed
19PNC Financial Services Group, Inc.$200.5M2.4MAdded
20TRUIST FINANCIAL CORP$190.2M2.3MAdded
21STIFEL FINANCIAL CORP$124.3M1.5MAdded
22NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$122.3M1.5MAdded
23Focus Partners Wealth$103.2M1.2MTrimmed
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC$100.9M1.2MTrimmed
25Smithfield Trust Co$92.2M1.1MAdded

Source: SEC Form 13F filings · as of 2026-03-31