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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)
765
Total
Institutional Inflows
(last 12 months)
$7.71B
Number of
Institutional Sellers
(last 12 months)
696
Total
Institutional Outflows
(last 12 months)
$6.92B
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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
5/9/2024TBH Global Asset Management LLC11,316$925K0.2%+66.3%0.004%
5/9/2024Private Management Group Inc.164,141$13.42M0.5%-20.8%0.054%
5/9/2024Angeles Wealth Management LLC172,267$14.09M1.4%+15.8%0.057%
5/9/2024Patton Fund Management Inc.7,627$624K0.1%+5.3%0.003%
5/9/2024Koshinski Asset Management Inc.15,030$1.23M0.1%+25.2%0.005%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,112$1.65M0.0%N/A0.007%
5/8/2024Bleakley Financial Group LLC712,632$58.28M1.7%-0.2%0.236%
5/8/2024Avantax Advisory Services Inc.58,246$4.76M0.0%-43.5%0.019%
5/8/2024US Bancorp DE1,063,360$86.96M0.1%-10.2%0.352%
5/8/2024Addison 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%
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%
5/7/2024 NTV Asset Management LLC27,720$2.27M0.3%-9.7%0.009%
5/7/2024 Nvwm LLC22,701$1.86M0.5%+1.9%0.008%
5/7/2024 Benedetti & Gucer Inc.160,974$13.17M6.5%+26.0%0.053%
5/7/2024 Windward Private Wealth Management Inc.6,022$492K0.2%-7.7%0.002%
5/7/2024 Oppenheimer Asset Management Inc.48,499$3.97M0.1%-10.1%0.016%
5/7/2024 PFG Advisors21,707$1.78M0.1%-80.4%0.007%
5/7/2024 Oppenheimer & Co. Inc.160,618$13.14M0.2%+9.8%0.053%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management16,665$1.36M0.0%-0.8%0.006%
5/7/2024 Wealthspire Advisors LLC21,035$1.72M0.0%-11.4%0.007%
5/7/2024 Insight 2811 Inc.479,640$39.23M20.1%+0.7%0.159%
5/7/2024 SG Americas Securities LLC31,969$2.61M0.0%+295.3%0.011%
5/7/2024 Empowered Funds LLC10,173$830K0.0%-36.9%0.003%
5/7/2024 AIA Group Ltd14,500$1.19M0.0%N/A0.005%
5/6/2024 Envestnet Portfolio Solutions Inc.251,895$20.60M0.1%+42.7%0.083%
5/6/2024 Leuthold Group LLC143,232$11.71M1.3%+3.0%0.047%
5/6/2024 Ballast Inc.176,280$14.42M4.6%+2.6%0.058%
5/6/2024 Advisory Services Network LLC251,135$20.54M0.5%-10.0%0.083%
5/6/2024 Oxbow Advisors LLC7,894$646K0.1%+4.6%0.003%
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5/4/2024 SPC Financial Inc.6,016$492K0.0%+6.2%0.002%
5/4/2024 Geneos Wealth Management Inc.51,333$4.20M0.2%-1.0%0.017%
5/4/2024 Buck Wealth Strategies LLC2,970$243K0.1%N/A0.001%
5/4/2024 Csenge Advisory Group37,743$3.09M0.2%+87.6%0.012%
5/4/2024 Joseph P. Lucia & Associates LLC4,963$406K0.2%-5.1%0.002%
5/3/2024 Embree Financial Group6,795$556K0.1%N/A0.002%
5/3/2024 Avidian Wealth Solutions LLC4,560$373K0.0%+5.9%0.002%
5/3/2024 Forte Asset Management LLC4,000$327K0.2%N/A0.001%
5/3/2024 TFB Advisors LLC56,825$4.61M1.7%+118.6%0.019%
5/3/2024 Larson Financial Group LLC44,074$3.60M0.3%+102.2%0.015%
5/3/2024 Schwarz Dygos Wheeler Investment Advisors LLC4,573$374K0.1%-16.7%0.002%
5/3/2024 Rehmann Capital Advisory Group25,278$2.07M0.2%-1.7%0.008%
5/3/2024 Easterly Investment Partners LLC6,734$551K0.0%-89.9%0.002%
5/3/2024 Proficio Capital Partners LLC57,588$4.68M0.5%-27.2%0.019%
5/3/2024 Central Pacific Bank Trust Division14,968$1.22M0.2%N/A0.005%
5/3/2024 Smith Salley Wealth Management76,569$6.26M0.5%-39.5%0.025%
5/2/2024 Mutual Advisors LLC101,199$8.28M0.3%+4.3%0.033%
5/2/2024 Salomon & Ludwin LLC102,433$8.38M0.7%+373.6%0.034%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC11,664$954K0.0%-11.4%0.004%
5/2/2024 Financial Counselors Inc.12,769$1.04M0.0%-58.2%0.004%
5/2/2024 Hudock Inc.47,986$3.92M0.9%+7.5%0.016%
5/2/2024 Centerpoint Advisors LLC1,429$117K0.0%+119.5%0.000%
5/2/2024 FinTrust Capital Advisors LLC28,305$2.32M0.4%-18.9%0.009%
5/2/2024 Haverford Trust Co301,171$24.63M0.3%+11.0%0.099%
5/2/2024 Quent Capital LLC354,013$28.95M3.4%+14.2%0.117%
5/2/2024 Whitegate Investment Counselors Inc.17,727$1.45M0.4%-5.9%0.006%
5/2/2024 Almanack Investment Partners LLC.13,395$1.10M0.2%-75.6%0.004%
5/2/2024 Goelzer Investment Management Inc.3,406$279K0.0%-32.8%0.001%
5/2/2024 Alliance Wealth Management Group3,973$325K0.1%-42.5%0.001%
5/2/2024 Choreo LLC20,727$1.70M0.0%-65.2%0.007%
5/2/2024 Family Firm Inc.29,940$2.45M0.6%+10.0%0.010%
5/2/2024 Presilium Private Wealth LLC41,712$3.41M0.9%-1.4%0.014%
5/2/2024 Seelaus Asset Management LLC5,222$427K0.4%-22.7%0.002%
5/2/2024 Greenwood Capital Associates LLC128,494$10.51M1.4%+3.7%0.042%
5/2/2024 Argent Advisors Inc.143,016$11.70M4.6%+4.1%0.047%
5/2/2024 Hanlon Investment Management Inc.76,437$6.25M1.9%+219.7%0.025%
5/2/2024 Fortem Financial Group LLC105,955$8.67M3.8%+2.9%0.035%
5/1/2024 StoneX Group Inc.25,994$2.13M0.2%-4.1%0.009%
5/1/2024 Resonant Capital Advisors LLC6,217$508K0.0%-40.8%0.002%
5/1/2024 Connecticut Wealth Management LLC5,679$464K0.0%-14.9%0.002%
5/1/2024 KFA Private Wealth Group LLC245,090$20.04M6.2%+6.0%0.081%
5/1/2024 Janney Montgomery Scott LLC74,836$6.12M0.0%+3.2%0.025%
5/1/2024 BNP Paribas Financial Markets124,493$10.18M0.0%+12.6%0.041%
5/1/2024 Blue Trust Inc.8,030$657K0.0%-57.6%0.003%
5/1/2024 Ballast Advisors LLC6,273$513K0.2%-16.7%0.002%
5/1/2024 Mirae Asset Global Investments Co. Ltd.90,000$7.36M0.0%-36.4%0.030%
5/1/2024 Concourse Financial Group Securities Inc.52,504$4.29M0.3%-13.9%0.017%
5/1/2024 Prosperity Consulting Group LLC4,211$344K0.0%N/A0.001%
5/1/2024 Avior Wealth Management LLC76,318$6.24M0.3%-28.3%0.025%
5/1/2024 Retirement Group LLC135,774$11.10M4.0%+2.4%0.045%
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5/1/2024 Starfox Financial Services LLC167,363$13.59M11.5%+9.5%0.055%
5/1/2024 Sequoia Financial Advisors LLC183,184$14.98M0.2%+323.6%0.060%
5/1/2024 Diversify Advisory Services LLC15,819$1.29M0.1%N/A0.005%
4/30/2024 Private Advisor Group LLC667,542$54.59M0.4%+75.9%0.220%
4/30/2024 Consolidated Portfolio Review Corp12,157$994K0.3%-1.6%0.004%
4/30/2024 J.W. Cole Advisors Inc.26,166$2.14M0.1%-1.3%0.009%
4/30/2024 TFC Financial Management Inc.91,412$7.48M1.3%+30.4%0.030%
4/30/2024 North Star Investment Management Corp.5,114$418K0.0%-13.4%0.002%
4/30/2024 Norden Group LLC50,330$4.12M0.3%N/A0.017%
4/30/2024 Fortis Group Advisors LLC211,622$17.31M3.2%+454.4%0.070%
(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, 1,410 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 Captrust Financial Advisors ($529.31M).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 1,245 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), Captrust Financial Advisors ($7.10M), US Bancorp DE ($5.12M), and Bank of New York Mellon Corp ($4.79M).

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

Institutional investors have bought a total of 212,962,224 shares in the last 24 months. This purchase volume represents approximately $31.44B in transactions.

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

Of the 976 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), JPMorgan Chase & Co. ($12.64M), Ritholtz Wealth Management ($4.48M), US Bancorp DE ($4.38M), Envestnet Asset Management Inc. ($4.20M), Ameriprise Financial Inc. ($3.93M), 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 135,699,906 shares in the last 24 months. This volume of shares sold represents approximately $19.79B in transactions.


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This page (NASDAQ:SHY) was last updated on 5/9/2024 by MarketBeat.com Staff

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