Description:
The SHL report is collected every five years from all significant U.S.-resident custodians and issuers. Foreign holdings of U.S. securities (including, equities, long-term debt, short-term debt, and asset-backed securities) are submitted on a detailed security-by-security basis. The purpose of the SHL report is to gather timely and reliable information on the levels and changes in U.S. international portfolio capital positions for the preparation of the official U.S. balance of payments as well as for statistical series compiled and maintained by the International Monetary Fund.

Subjects:
Balance of Payments

Audiences:
Bank Holding Companies, Brokers and Dealers, Commercial Banks, Financial Institutions, U.S. Branches and Agencies of Foreign Banks

Additional Information:
Historic Reporting Changes

Fund Reporting Chart

List of Reincorporated Companies

Guidelines for an Error-Free Report

Reporting Requirements as of June 30, 2004

Line-by-Line Differences Between March 2000 SHL and June 2004 SHL

Contact Information

IESUB User Request Form

Key Issues for Software Developers

Publication:
Foreign portfolio investment statistics are published on the Treasury's website .

Contact:
New York Fed TIC Report Contacts