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SHY
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Position history for CAPTRUST FINANCIAL ADVISORS's holdings in ISHARES TR

CAPTRUST FINANCIAL ADVISORS holds 19.2M shares of SHY (ISHARES TR), worth $1.6B as of 2026-Q1. The position was increased (+6.8% shares). SHY represents 2.8% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$1.6B

Current Shares

19.2M

Total Value Change

+$1.2B

Total Shares Change

+14.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
19.2M
+6.8%
$1.6B2.8%$82.80
59
2025-Q4
Increased
18M
+5.5%
$1.5B2.8%$82.60
58
2025-Q3
Increased
17M
+58.5%
$1.4B2.9%$81.66
78
2025-Q2
Increased
10.7M
+4.9%
$890.2M2.0%$80.76
53
2025-Q1
Increased
10.2M
+10.9%
$847.2M2.1%$79.85
60
2024-Q4
Increased
9.2M
+9.1%
$756.9M2.2%$78.63
59
2024-Q3
Increased
8.5M
+72.7%
$703.9M2.1%$78.85
81
2024-Q2
Increased
4.9M
+3.6%
$400.3M1.3%$76.54
51

Other major holders of SHY: MORGAN STANLEY

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