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iShares 1-3 Year Treasury Bond ETF (SHY) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
736
Total
Institutional Inflows
(last 12 months)
$5.66B
Number of
Institutional Sellers
(last 12 months)
676
Total
Institutional Outflows
(last 12 months)
$4.21B
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SHY Institutional Buying and Selling by Quarter

iShares 1-3 Year Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/24/2024 Cetera Advisor Networks LLC318,965$26.09M0.1%+23.2%0.106%
5/24/2024 Cetera Advisors LLC128,669$10.52M0.1%+84.5%0.043%
5/24/2024 Cetera Investment Advisers540,428$44.20M0.1%+17.4%0.180%
5/23/2024 Dock Street Asset Management Inc.110,446$9.03M1.4%+7.9%0.037%
5/23/2024 Community Trust & Investment Co.27,880$2.28M0.2%+4.4%0.009%
5/21/2024 Atria Investments Inc128,815$10.53M0.1%+81.7%0.043%
5/20/2024 Independent Wealth Network Inc.25,817$2.11M1.0%+2.5%0.009%
5/20/2024Strategic Wealth Partners Ltd.10,665$872K0.1%-9.8%0.004%
5/17/2024 Citizens Financial Group Inc. RI48,140$3.94M0.1%+13.8%0.016%
5/17/2024 Walleye Trading LLC2,467$202K0.0%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.1,351$110K0.1%N/A0.000%
5/17/2024 William Howard & Co Financial Advisors Inc20,169$1.65M1.5%N/A0.007%
5/17/2024 Jaffetilchin Investment Partners LLC239,598$19.59M1.8%-13.0%0.080%
5/17/2024 Beacon Capital Management LLC493$40K0.0%-47.4%0.000%
5/17/2024 Comerica Bank390,004$31.90M0.1%-2.5%0.130%
5/17/2024 SkyView Investment Advisors LLC21,500$1.76M0.3%-87.6%0.007%
5/16/2024 Sugar Maple Asset Management LLC59,215$4.84M4.7%N/A0.020%
5/16/2024 Innova Wealth Partners87,854$7.19M5.5%-53.7%0.029%
5/16/2024 B. Riley Wealth Advisors Inc.31,764$2.57M0.1%+29.7%0.011%
5/16/2024 Ancora Advisors LLC125,051$10.23M0.2%-0.8%0.042%
5/16/2024 Waverly Advisors LLC132,584$10.84M0.3%-10.1%0.044%
5/16/2024 Captrust Financial Advisors4,731,832$386.97M1.3%+8.7%1.575%
5/15/2024 Ascent Group LLC73,830$6.04M0.5%+35.2%0.025%
5/15/2024 SVB Wealth LLC15,104$1.24M0.0%+114.1%0.005%
5/15/2024 Wick Capital Partners LLC66,730$5.46M5.4%-12.9%0.022%
5/15/2024 Flow Traders U.S. LLC55,497$4.54M0.2%-11.9%0.018%
5/15/2024 Kestra Advisory Services LLC189,142$15.47M0.1%+1.2%0.063%
5/15/2024 1832 Asset Management L.P.692,357$56.62M0.0%+87.8%0.230%
5/14/2024 Biltmore Family Office LLC82,671$6.76M1.3%-3.9%0.028%
5/14/2024 Rodgers Brothers Inc.12,200$998K0.1%+69.4%0.004%
5/14/2024 Axxcess Wealth Management LLC74,123$6.06M0.2%-30.8%0.025%
5/14/2024 Element Pointe Advisors LLC536,516$43.88M10.9%-10.9%0.179%
5/14/2024 CreativeOne Wealth LLC25,959$2.12M0.1%+185.0%0.009%
5/14/2024 Delap Wealth Advisory LLC2,697$221K0.1%-56.1%0.001%
5/14/2024 Sax Wealth Advisors LLC5,921$484K0.1%-3.0%0.002%
5/14/2024 Northwest Wealth Management LLC18,473$1.51M0.4%-6.9%0.006%
5/14/2024 Mattern Capital Management LLC8,301$679K0.1%-2.9%0.003%
5/14/2024 Burns Matteson Capital Management LLC25,644$2.10M1.2%-5.9%0.009%
5/14/2024 Natixis56,197$4.60M0.0%N/A0.019%
5/14/2024 Herr Investment Group LLC11,891$972K0.3%N/A0.004%
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5/14/2024 InterOcean Capital Group LLC139,479$11.41M0.3%-3.8%0.046%
5/14/2024 Oxford Financial Group LTD. LLC962$79K0.0%-21.6%0.000%
5/14/2024 Vaughan David Investments LLC IL9,870$807K0.0%N/A0.003%
5/13/2024 Bessemer Group Inc.11,613$949K0.0%-11.3%0.004%
5/13/2024 Clearbridge Investments LLC13,880$1.14M0.0%-29.9%0.005%
5/13/2024 O Shaughnessy Asset Management LLC158,032$12.92M0.1%+8.6%0.053%
5/13/2024 Ameritas Investment Partners Inc.3,725$305K0.0%-91.7%0.001%
5/13/2024 Rockport Wealth LLC76,973$6.30M2.2%N/A0.026%
5/13/2024 Penobscot Investment Management Company Inc.27,735$2.27M0.2%+2.0%0.009%
5/11/2024 Spreng Capital Management Inc.29,281$2.40M1.3%+0.6%0.010%
5/11/2024 Lcnb Corp5,280$432K0.2%-26.2%0.002%
5/11/2024 Covestor Ltd629$51K0.0%-26.8%0.000%
5/11/2024 Beaumont Financial Advisors LLC3,113$255K0.0%-54.9%0.001%
5/11/2024 ESL Trust Services LLC939$77K0.0%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC22,914$1.87M0.3%-12.9%0.008%
5/11/2024 Jacobi Capital Management LLC7,356$602K0.1%-2.0%0.002%
5/11/2024 Edgestream Partners L.P.10,538$862K0.0%+3.3%0.004%
5/11/2024 Retirement Financial Solutions LLC55,029$4.50M2.3%-9.7%0.018%
5/11/2024 Patten & Patten Inc. TN32,656$2.67M0.2%N/A0.011%
5/10/2024 Osaic Holdings Inc.1,645,166$134.55M0.3%-3.9%0.548%
5/10/2024 TIAA Trust National Association286,734$23.45M0.1%-24.8%0.095%
5/10/2024 Towercrest Capital Management18,744$1.53M0.3%-40.4%0.006%
5/10/2024 First Foundation Advisors14,534$1.19M0.0%-66.9%0.005%
5/10/2024 Banco Santander S.A.17,492$1.43M0.0%-8.7%0.006%
5/10/2024 TCTC Holdings LLC1,400$114K0.0%N/A0.000%
5/10/2024 Garrison Point Advisors LLC10,035$821K0.5%-2.0%0.003%
5/10/2024 Horizon Family Wealth Inc.2,478$203K0.2%-28.8%0.001%
5/10/2024 GM Advisory Group LLC594,048$48.58M3.4%-6.0%0.198%
5/10/2024 Nwam LLC17,602$1.44M0.1%-13.6%0.006%
5/9/2024 Delos Wealth Advisors LLC47,741$3.90M4.4%+68.4%0.016%
5/9/2024 Dorsey & Whitney Trust CO LLC23,766$1.94M0.1%-66.7%0.008%
5/9/2024 Private Portfolio Partners LLC47,738$3.90M0.8%-0.5%0.016%
5/9/2024 Blair William & Co. IL65,428$5.35M0.0%-1.9%0.022%
5/9/2024 Orion Portfolio Solutions LLC280,593$22.95M0.2%-7.3%0.093%
5/9/2024 Renasant Bank9,242$756K0.5%+11.2%0.003%
5/9/2024 Kingsview Wealth Management LLC128,929$10.54M0.3%+2.2%0.043%
5/9/2024 Clearwater Capital Advisors LLC29,596$2.42M0.3%+0.8%0.010%
5/9/2024 Beacon Investment Advisory Services Inc.689,691$56.40M2.4%+2.6%0.230%
5/9/2024 TBH Global Asset Management LLC11,316$925K0.2%+66.3%0.004%
5/9/2024 Private Management Group Inc.164,141$13.42M0.5%-20.8%0.054%
5/9/2024 Angeles Wealth Management LLC172,267$14.09M1.4%+15.8%0.057%
5/9/2024 Patton Fund Management Inc.7,627$624K0.1%+5.3%0.003%
5/9/2024 Koshinski Asset Management Inc.15,030$1.23M0.1%+25.2%0.005%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,112$1.65M0.0%N/A0.007%
5/8/2024 Bleakley Financial Group LLC712,632$58.28M1.7%-0.2%0.236%
5/8/2024 Avantax Advisory Services Inc.58,246$4.76M0.0%-43.5%0.019%
5/8/2024 US Bancorp DE1,063,360$86.96M0.1%-10.2%0.352%
5/8/2024 Addison Capital Co7,046$576K0.3%+71.1%0.002%
5/8/2024 Legacy Capital Group California Inc.3,746$306K0.1%-5.2%0.001%
5/7/2024 Verus Capital Partners LLC16,803$1.37M0.2%-6.1%0.006%
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5/7/2024 Pointe Capital Management LLC76,973$6.30M3.9%+8.1%0.025%
5/7/2024 NorthRock Partners LLC7,391$604K0.1%-82.2%0.002%
5/7/2024 GW Henssler & Associates Ltd.4,851$397K0.0%+29.6%0.002%
5/7/2024 Concurrent Investment Advisors LLC33,429$2.73M0.1%+32.8%0.011%
5/7/2024 Significant Wealth Partners LLC4,289$351K0.2%N/A0.001%
5/7/2024 Atomi Financial Group Inc.22,625$1.85M0.2%+4.7%0.007%
5/7/2024 Anchor Capital Advisors LLC232,856$19.04M0.5%+0.8%0.077%
5/7/2024 Montag A & Associates Inc.56,596$4.63M0.2%+224.4%0.019%
5/7/2024 Tectonic Advisors LLC3,965$324K0.0%-10.6%0.001%
5/7/2024 Smithfield Trust Co833,528$68.15M3.6%+2.2%0.276%
(Data available from 1/1/2016 forward)

SHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHY shares?

During the previous two years, 1,412 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($6.88B), JPMorgan Chase & Co. ($2.01B), Morgan Stanley ($1.97B), Bank of America Corp DE ($1.29B), BlackRock Inc. ($915.10M), Balentine LLC ($666.02M), and UBS Group AG ($508.84M).Learn more on SHY's institutional investors.

What percentage of iShares 1-3 Year Treasury Bond ETF stock is owned by institutional investors?

23.62% of iShares 1-3 Year Treasury Bond ETF stock is owned by institutional investors. Learn more on SHY's institutional investor holdings.

Which institutional investors have been buying iShares 1-3 Year Treasury Bond ETF stock?

Of the 1,236 institutional investors that purchased iShares 1-3 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($12.92M), JPMorgan Chase & Co. ($11.84M), Bank of Montreal Can ($11.16M), Balentine LLC ($9.88M), US Bancorp DE ($5.04M), Bank of New York Mellon Corp ($4.76M), and Truist Financial Corp ($4.73M).

How much institutional buying is happening at iShares 1-3 Year Treasury Bond ETF?

Institutional investors have bought a total of 204,894,411 shares in the last 24 months. This purchase volume represents approximately $29.98B in transactions.

Which iShares 1-3 Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 972 institutional investors that sold iShares 1-3 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($17.23M), Ritholtz Wealth Management ($4.48M), US Bancorp DE ($4.38M), Envestnet Asset Management Inc. ($4.20M), Ameriprise Financial Inc. ($3.93M), JPMorgan Chase & Co. ($3.89M), and Members Trust Co ($3.83M).

How much institutional selling is happening at iShares 1-3 Year Treasury Bond ETF?

Institutional investors have sold a total of 123,854,118 shares in the last 24 months. This volume of shares sold represents approximately $17.74B in transactions.


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This page (NASDAQ:SHY) was last updated on 5/28/2024 by MarketBeat.com Staff

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