Homepage Masthead
Liberty Street Economics Blog
E-mail alerts
RSS feeds
YouTube
FOLLOW US:

 
 
Reporting Form
SHLA Annual Report of Foreign Holdings of U.S. Securities, Including Selected Money Market Instruments
Reporting Dates:
Report data as of the close of business June 30, 2010. Data should be submitted to the Federal Reserve Bank of New York no later than August 31, 2010.

Description:
The SHLA report is collected annually from the very largest 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 SHLA data are used in conjunction with the results of the previous SHL report to compute economy-wide estimates. The purpose of the SHLA 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

Form and Instructions: Offsite
Current and historical versions of the instructions are maintained on the Treasury's website.

Additional Information:
Historic Reporting Changes pdf

IESUB User Request Form Offsite pdf

June 2005 Form SHLA Federal Register Notice pdf

Key Issues for SHLA Software Developers Offsite pdf

Frequently Asked Questions Offsite pdf

Line-by-Line Differences between March 2000 Form-1 and SHL Schedule 1 Offsite pdf

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

Contact:
New York Fed TIC Report Contacts pdf