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

iShares 1-3 Year Treasury Bond ETF logo
$83.03 -0.06 (-0.07%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Current
Institutional Ownership
Percentage
23.15%
Number of
Institutional Buyers
(last 12 months)
907
Total
Institutional Inflows
(last 12 months)
$10.70B
Number of
Institutional Sellers
(last 12 months)
710
Total
Institutional Outflows
(last 12 months)
$4.14B
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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
10/14/2025Trust Co. of Vermont2,827$235K0.0%+9.9%0.001%
10/14/2025Farther Finance Advisors LLC238,291$19.77M0.3%+82.2%0.082%
10/14/2025Berger Financial Group Inc8,124$674K0.0%+42.1%0.003%
10/14/2025HBK Sorce Advisory LLC2,783$230K0.0%N/A0.001%
10/14/2025Arvest Investments Inc.69,238$5.74M0.8%+18.5%0.024%
10/14/2025J2 Capital Management Inc2,970$246K0.2%-6.8%0.001%
10/14/2025Private Client Services LLC2,813$233K0.1%-56.5%0.001%
10/14/2025Retirement Income Solutions Inc.9,039$750K0.1%+5.9%0.003%
10/14/2025Northwest Wealth Management LLC7,566$628K0.1%+1.8%0.003%
10/14/2025Perennial Advisors LLC37,805$3.14M0.5%+11.1%0.013%
10/14/2025Financial Harvest LLC19,132$1.59M1.1%+5.8%0.007%
10/14/2025Spartan Planning & Wealth Management18,480$1.53M1.2%-67.1%0.006%
10/14/2025Legacy Wealth Asset Management LLC18,310$1.52M0.4%+3.0%0.006%
10/14/2025Edge Wealth Management LLC360,195$29.88M5.3%-0.2%0.125%
10/14/2025CPR Investments Inc.48,563$4.03M2.8%+1.4%0.017%
10/14/2025Lake Hills Wealth Management LLC517,739$42.95M22.9%+230.2%0.179%
10/10/2025 Fifth Third Securities Inc.22,765$1.89M0.1%+10.8%0.008%
10/10/2025 Lester Murray Antman dba SimplyRich5,707$473K0.1%-2.1%0.002%
10/10/2025 Flputnam Investment Management Co.144,909$12.02M0.2%-6.8%0.050%
10/10/2025 A. D. Beadell Investment Counsel Inc.7,157$593K0.4%+17.9%0.002%
10/10/2025 Clarity Financial LLC530,933$44.05M4.4%-16.7%0.184%
10/10/2025 Castleview Partners LLC7,003$581K0.3%+56.4%0.002%
10/10/2025 Focus Financial Network Inc.97,110$8.06M0.3%+2.4%0.034%
10/9/2025 Bartlett & CO. Wealth Management LLC274,615$22.78M0.3%-39.8%0.095%
10/9/2025 AdvisorNet Financial Inc167,518$13.90M0.8%-22.0%0.058%
10/9/2025 Brady Family Wealth LLC64,977$5.39M1.7%+1.4%0.022%
10/9/2025 Whitcomb & Hess Inc.23,421$1.94M0.5%+2.8%0.008%
10/9/2025 U.S. Capital Wealth Advisors LLC4,143$344K0.0%-4.3%0.001%
10/9/2025 Voya Financial Advisors Inc.22,852$1.90M0.2%+16.3%0.008%
10/9/2025 Harbour Capital Advisors LLC5,620$465K0.1%+5.0%0.002%
10/9/2025 Dynamic Advisor Solutions LLC256,752$21.30M0.6%+8.1%0.089%
10/9/2025 Chapin Davis Inc.12,462$1.03M0.3%+26.4%0.004%
10/9/2025 Buckhead Capital Management LLC6,562$544K0.2%+18.4%0.002%
10/9/2025 Park Edge Advisors LLC95,910$7.96M1.8%-0.4%0.033%
10/9/2025 Whalen Wealth Management Inc.4,702$390K0.2%+5.4%0.002%
10/8/2025 Sterling Manor Financial LLC62,332$5.17M3.3%-23.5%0.022%
10/8/2025 Fiduciary Alliance LLC3,919$325K0.0%-13.8%0.001%
10/8/2025 RDA Financial Network11,035$915K0.2%+58.6%0.004%
10/8/2025 Tompkins Financial Corp126,176$10.47M0.9%+4.7%0.044%
10/8/2025 Chesley Taft & Associates LLC31,355$2.60M0.1%-1.7%0.011%
10/8/2025 Balefire LLC132,016$10.95M2.2%-9.5%0.046%
10/8/2025 Country Club Bank61,750$5.12M0.3%-0.5%0.021%
10/8/2025 Carr Financial Group Corp29,737$2.47M0.7%-18.8%0.010%
10/8/2025 Veracity Capital LLC14,497$1.20M0.4%-14.4%0.005%
10/8/2025 Bay Rivers Group5,878$488K0.2%+6.1%0.002%
10/8/2025 Beacon Financial Group96,795$8.03M0.8%-10.8%0.033%
10/7/2025 Cooper Financial Group14,040$1.17M0.1%-12.7%0.005%
10/7/2025 Montecito Bank & Trust6,223$516K0.1%N/A0.002%
10/7/2025 Acropolis Investment Management LLC13,643$1.13M0.1%+17.0%0.005%
10/7/2025 StrongBox Wealth LLC159,785$13.26M4.5%+12.6%0.055%
10/7/2025 ST Germain D J Co. Inc.1,262$105K0.0%+46.4%0.000%
10/7/2025 1620 Investment Advisors Inc.2,819$234K0.2%-25.3%0.001%
10/7/2025 Traphagen Investment Advisors LLC161,091$13.36M1.2%-5.2%0.056%
10/7/2025 Freestate Advisors LLC18,856$1.56M1.3%-5.4%0.007%
10/6/2025 Destiny Wealth Partners LLC2,411$200K0.0%N/A0.001%
10/6/2025 ARS Wealth Advisors Group LLC5,101$423K0.0%-17.4%0.002%
10/6/2025 LWM Advisors Inc.105,291$8.74M7.8%+3.1%0.036%
10/6/2025 TruWealth Advisors LLC2,707$225K0.0%+5.2%0.001%
10/6/2025 Boltwood Capital Management76,696$6.36M1.7%+1.5%0.026%
10/6/2025 Hickory Point Bank & Trust2,582$214K0.2%N/A0.001%
10/6/2025 Martin Capital Partners LLC47,429$3.94M1.5%-7.8%0.016%
10/3/2025 KFA Private Wealth Group LLC64,210$5.33M1.5%+3.7%0.023%
10/3/2025 HCR Wealth Advisors54,312$4.50M0.5%+1.1%0.019%
10/3/2025 HFG Wealth Management LLC11,221$930K0.5%+18.3%0.004%
10/2/2025 Capital Asset Advisory Services LLC5,955$494K0.0%-4.6%0.002%
10/1/2025 Vigilare Wealth Management35,337$2.93M1.0%-74.9%0.012%
10/1/2025 Beacon Wealthcare LLC96,291$7.99M2.8%+3.4%0.034%
9/26/2025Corient Private Wealth LLC380,116$31.50M0.0%-66.8%0.134%
9/22/2025GatePass Capital LLC9,707$804K0.5%-4.3%0.003%
9/22/2025Caldwell Trust Co1,249$103K0.0%N/A0.000%
9/15/2025Migdal Insurance & Financial Holdings Ltd.5,699$472K0.0%+4.0%0.002%
9/12/2025Valeo Financial Advisors LLC7,708$639K0.0%-5.0%0.003%
9/11/2025Milestones Private Investment Advisors LLC20,369$1.69M1.2%N/A0.007%
9/11/2025Silicon Valley Capital Partners459,795$38.10M4.0%N/A0.163%
9/8/2025Alternative Investment Advisors LLC.6,935$575K0.3%-10.3%0.002%
9/4/2025SevenBridge Financial Group LLC93,023$7.69M1.4%-18.8%0.033%
9/4/2025Osaic Holdings Inc.1,111,008$92.04M0.2%+49.7%0.393%
9/3/2025American Trust4,053$336K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC181,391$15.03M0.1%-31.2%0.064%
8/27/2025Squarepoint Ops LLC15,212$1.26M0.0%+103.3%0.005%
8/26/2025Thrivent Financial for Lutherans41,795$3.46M0.0%-33.4%0.015%
8/25/2025Fulcrum Equity Management9,475$785K0.8%N/A0.003%
8/22/2025TT Capital Management LLC3,968$328K0.1%N/A0.001%
8/20/2025Coppell Advisory Solutions LLC2,926$242K0.0%-84.2%0.001%
8/19/2025B. Riley Wealth Advisors Inc.20,923$1.73M0.1%N/A0.007%
8/19/2025Cape Investment Advisory Inc.5,954$493K0.2%-3.1%0.002%
8/19/2025Advisory Services Network LLC328,065$27.07M0.4%-9.6%0.116%
8/19/2025Delos Wealth Advisors LLC356$29K0.0%N/A0.000%
8/19/2025Asset Dedication LLC2,101$174K0.0%+20.8%0.001%
8/19/2025Element Pointe Advisors LLC495,769$41.08M9.9%-6.9%0.175%
8/18/2025Tactive Advisors LLC12,612$1.05M0.3%N/A0.004%
8/18/2025Geneos Wealth Management Inc.80,424$6.66M0.2%+19.1%0.028%
8/18/2025Hollencrest Capital Management911$75K0.0%+2,362.2%0.000%
8/18/2025V2 Financial group LLC2,418$200K0.1%N/A0.001%
8/18/2025Kestra Investment Management LLC2,936$243K0.0%-40.9%0.001%
8/18/2025Second Line Capital LLC2,758$229K0.1%+5.3%0.001%
8/16/2025Evergreen Capital Management LLC350,347$29.03M0.9%-2.4%0.124%
8/16/2025Headlands Technologies LLC12,908$1.07M0.1%N/A0.005%
8/15/2025Strategic Investment Advisors MI766,795$63.48M6.2%+146.7%0.271%
8/15/2025Tower Research Capital LLC TRC 2,411$200K0.0%-97.2%0.001%
(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, 1,425 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($3.73B), Morgan Stanley ($1.97B), Bank of America Corp DE ($961.76M), JPMorgan Chase & Co. ($904.90M), Captrust Financial Advisors ($890.15M), Assetmark Inc. ($588.14M), and LPL Financial LLC ($567.15M).Learn more on iShares 1-3 Year Treasury Bond ETF's institutional investors.

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

23.15% of iShares 1-3 Year Treasury Bond ETF's 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's stock?

Of the 1,209 institutional investors that purchased iShares 1-3 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($45.62M), Assetmark Inc. ($12.64M), Proficio Capital Partners LLC ($8.24M), Captrust Financial Advisors ($5.21M), Raymond James Financial Inc. ($5.07M), Cornell University ($4.29M), and JPMorgan Chase & Co. ($3.73M).

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

Institutional investors have bought a total of 129,372,711 shares in the last 24 months. This purchase volume represents approximately $10.69B in transactions.

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

Of the 710 institutional investors that sold iShares 1-3 Year Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($6.20M), Mercer Global Advisors Inc. ADV ($5.94M), Balentine LLC ($2.88M), Barclays PLC ($2.24M), Corient Private Wealth LLC ($1.74M), The Manufacturers Life Insurance Company ($1.69M), and Charles Schwab Investment Management Inc. ($1.68M).

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

Institutional investors have sold a total of 50,109,269 shares in the last 24 months. This volume of shares sold represents approximately $4.14B in transactions.


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This page (NASDAQ:SHY) was last updated on 10/14/2025 by MarketBeat.com Staff
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