Form 13-F position report

ISHARES TR

Reported by Americana Partners LLC

ETF profile Manager portfolio Source filing
SHY CUSIP 464287457 Manager CIK 0001797678
Latest reported change

Reported 8,475 shares, up 369 (4.6%) from the prior quarter.

Reported value 4.4%; share count 4.6% vs. the prior quarter.

Added
% of reported 13F value 0.02% This manager · Q4 2025
Shares 8,475 Quarter-end amount reported
Reported value $701,900 Fair value at quarter end
Consecutive quarters held 12 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 1,048,179 +54,591 (5.5%) 1.82% $85,112,107 2026-10-28
Q2 2026 Added 993,588 +38,905 (4.1%) 1.84% $81,583,511 2026-08-05
Q1 2026 Added 954,683 +946,208 (11164.7%) 2.05% $78,828,175 2026-05-12
Q4 2025 Added 8,475 +369 (4.6%) 0.02% $701,900 2026-02-06
Q3 2025 Added 8,106 +1 (0.0%) 0.02% $672,448 2025-10-29
Q2 2025 Reduced 8,105 -24 (-0.3%) 0.02% $671,637 2025-08-07
Q1 2025 Reduced 8,129 -3,732 (-31.5%) 0.03% $672,517 2025-05-12
Q4 2024 Added 11,861 +426 (3.7%) 0.04% $972,369 2025-01-31
Q3 2024 Unchanged 11,435 0 (0.0%) 0.06% $950,825 2024-10-28
Q2 2024 Unchanged 11,435 0 (0.0%) 0.07% $933,672 2024-07-30
Q1 2024 Reduced 11,435 -125,253 (-91.6%) 0.08% $935,159 2024-05-07
Q4 2023 Added 136,688 +27,291 (24.9%) 1.05% $11,040,379 2024-01-25
Q3 2023 Reduced 109,397 -95,331 (-46.6%) 1.61% $14,902,186 2023-11-07
Q2 2023 Added 204,728 +145,846 (247.7%) 2.13% $16,599,347 2023-07-31
Q1 2023 New 58,882 +58,882 (0.0%) 0.76% $4,837,745 2023-05-08
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Institutional context

Who else reported the position

1288 managers reported ISHARES TR for Q4 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Reduced 26,646,281 -7,023,607 0.13% $2,206,845,058 51 qtrs
CAPTRUST FINANCIAL ADVISORS Added 17,964,759 +940,434 2.83% $1,487,841,349 41 qtrs
BlackRock Inc Reduced 13,613,516 -6,284,120 0.02% $1,127,471,394 6 qtrs
Bank of America Corporation Added 12,197,642 +457,471 0.07% $1,010,208,678 51 qtrs
JPMorgan Chase & Co Added 10,609,701 +467,629 0.06% $878,695,467 51 qtrs
LPL Financial LLC Reduced 6,297,662 -318,924 0.14% $521,572,333 51 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 5,548,263 -1,155,374 0.08% $459,507,093 51 qtrs
WELLS FARGO & COMPANY MN Added 5,213,941 +45,271 0.08% $431,818,580 51 qtrs
UBS Group AG Added 4,920,809 +26,589 0.07% $407,541,401 45 qtrs
AMERIPRISE FINANCIAL INC Added 4,796,049 +113,955 0.09% $397,212,149 51 qtrs
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Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 06, 2026
Filing type
13F-HR
Position type
1 3 YR TREAS BD

Voting authority reported

Sole
0
Shared
0
None
8,475

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.