ISHARES TR

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SHY·464287457·US·ETF·Unknown - Unknown-13D/G

SHY (ISHARES TR) is held by 142 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($1.9B), CAPTRUST FINANCIAL ADVISORS ($1.6B), BANK OF AMERICA CORP /DE/ ($1.3B). Net institutional sentiment: Mixed. In Q1 2026, 2 members of Congress and 76 funds bought SHY.

142

Holders

(20 Elite)

$14.1B

Total Value

54% (141)

Consensus

76 buying - 65 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)

Insider (Form 4)

Activist (13D/13G)

Congressional (STOCK Act)

Holder Quality

★★★★★

Elite

★★★★

Strong

★★★

Solid

★★

Below

★

Weak

Held by 142 funds

20 elite

Who's Trading

CongressJohn BoozmanSale $15,001 - $50,000Feb 6, 2026

ActivistBPBlackRock Portfolio Management LLC4.8%Jan 21, 2026

CongressJohn BoozmanBuy $1,001 - $15,000Sep 16, 2025

CongressJohn BoozmanBuy $1,001 - $15,000Aug 1, 2025

ActivistBlackRock, Inc.0.0%Apr 22, 2025

CongressJohn BoozmanSale $1,001 - $15,000Apr 9, 2025

CongressCharles J. "Chuck" FleischmannSale $50,001 - $100,000Oct 22, 2024

CongressJohn BoozmanBuy $1,001 - $15,000Sep 6, 2024

CongressJohn BoozmanSale $1,001 - $15,000Jun 26, 2024

CongressCharles J. "Chuck" FleischmannSale $1,001 - $15,000Apr 25, 2024

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Top Holders (142)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Decreased	22.5M(-15.4%)	$1.9B	0.1%	+5.71%	0
CAPTRUST FINANCIAL ADVISORS	Increased	19.2M(+6.8%)	$1.6B	2.8%	+3.44%	59
BANK OF AMERICA CORP /DE/	Increased	15.6M(+28.3%)	$1.3B	0.1%	+2.75%	40
JPMORGAN CHASE & CO	Increased	12.5M(+17.9%)	$1B	0.1%	+3.11%	37
BlackRock, Inc.	Decreased	11.7M(-14.1%)	$965.3M	0.0%	+3.43%	0
AMERIPRISE FINANCIAL INC	Increased	6.4M(+33.5%)	$528.9M	0.1%	+4.46%	48
LPL Financial LLC	Decreased	5.9M(-6.7%)	$485M	0.1%	+9.48%	0
WELLS FARGO & COMPANY/MN	Increased	5.7M(+9.6%)	$471.9M	0.1%	+9.13%	34
Bank of New York Mellon Corp	Increased	5.7M(+3.0%)	$471.8M	0.1%	+6.42%	32
UBS Group AG	Decreased	4.8M(-2.0%)	$398.3M	0.1%	+10.94%	0
RAYMOND JAMES FINANCIAL INC	Increased	4.6M(+7.6%)	$378.1M	0.1%	+3.56%	40
FMR LLC	Increased	4.1M(+348.5%)	$336.8M	0.0%	-0.56%	50
BANK OF MONTREAL /CAN/	Increased	3.7M(+9.6%)	$302.8M	0.1%	+3.65%	41
ENVESTNET ASSET MANAGEMENT INC	Increased	3.6M(+2.8%)	$296.4M	0.1%	+10.26%	32
ROYAL BANK OF CANADA	Decreased	3.5M(-1.4%)	$290.3M	0.1%	+3.66%	0
ASSETMARK, INC	Increased	3.2M(+46.1%)	$262.2M	0.5%	+1.87%	59
Cerity Partners LLC	Decreased	2.5M(-5.8%)	$206.7M	0.3%	+8.77%	0
PNC FINANCIAL SERVICES GROUP, INC.	Increased	2.4M(+18.1%)	$200.5M	0.1%	+3.44%	43
TRUIST FINANCIAL CORP	Increased	2.3M(+0.2%)	$190.2M	0.3%	+10.65%	36
STIFEL FINANCIAL CORP	Increased	1.5M(+9.0%)	$124.3M	0.1%	+6.77%	39

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