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

iShares 1-3 Year Treasury Bond ETF logo
$82.69 -0.43 (-0.52%)
As of 05/1/2025 04:00 PM Eastern
Compare

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)
812
Total
Institutional Inflows
(last 12 months)
$4.92B
Number of
Institutional Sellers
(last 12 months)
647
Total
Institutional Outflows
(last 12 months)
$3.57B
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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
5/1/2025Bleakley Financial Group LLC540,922$44.75M1.4%-1.3%0.185%
5/1/2025Pointe Capital Management LLC85,283$7.06M4.1%+3.4%0.029%
5/1/2025Asset Dedication LLC1,739$144K0.0%-21.1%0.001%
5/1/2025Cahaba Wealth Management Inc.23,851$1.97M0.2%+0.6%0.008%
5/1/2025Smith Thornton Advisors LLC4,036$334K0.2%-64.1%0.001%
5/1/2025CWM LLC151,798$12.56M0.1%-0.7%0.052%
5/1/2025Dock Street Asset Management Inc.116,645$9.65M1.1%+2.7%0.040%
5/1/2025Hughes Financial Services LLC153,940$12.70M2.5%-26.6%0.053%
5/1/2025Oxbow Advisors LLC4,689$388K0.0%-39.1%0.002%
5/1/2025Stephens Inc. AR625,795$51.77M0.8%-21.6%0.214%
5/1/2025Platform Technology Partners22,662$1.88M0.5%-6.8%0.008%
5/1/2025BankPlus Trust Department5,551$459K0.2%+163.6%0.002%
5/1/2025Realta Investment Advisors16,640$1.38M0.6%-12.7%0.006%
5/1/2025Kathmere Capital Management LLC2,477$205K0.0%N/A0.001%
5/1/2025Acorn Wealth Advisors LLC19,856$1.64M0.7%+2.1%0.007%
5/1/2025Family Firm Inc.29,351$2.43M0.5%+7.0%0.010%
5/1/2025Rational Advisors Inc.64,575$5.34M0.5%+774.5%0.022%
5/1/2025Fidelity D & D Bancorp Inc.40,012$3.31M2.2%+0.5%0.014%
5/1/2025Forum Private Client Group LLC6,045$500K0.2%+4.9%0.002%
5/1/2025Fortem Financial Group LLC61,369$5.08M2.0%-31.1%0.021%
5/1/2025Fifth Third Securities Inc.18,626$1.54M0.1%+181.7%0.006%
5/1/2025Park Square Financial Group LLC1,537$127K0.1%-37.4%0.001%
5/1/2025Barry Investment Advisors LLC12,293$1.02M0.3%-33.5%0.004%
5/1/2025Diversify Wealth Management LLC21,628$1.80M0.1%+87.5%0.007%
5/1/2025Fonville Wealth Management LLC4,126$342K0.1%+8.3%0.001%
5/1/2025Country Club Bank62,716$5.19M0.3%-0.2%0.021%
4/30/2025 Cerity Partners LLC2,471,323$204.45M0.4%+3.1%0.843%
4/30/2025 TRU Independence Asset Management 2 LLC31,658$2.62M2.0%-12.9%0.011%
4/30/2025 DMC Group LLC7,417$614K0.5%+1.7%0.003%
4/30/2025 Allworth Financial LP9,680$801K0.0%-7.3%0.003%
4/30/2025 Cerity Partners OCIO LLC207,109$17.13M1.0%-9.7%0.071%
4/30/2025 Leavell Investment Management Inc.76,145$6.30M0.3%+0.9%0.026%
4/30/2025 Wealth Advisory Solutions LLC11,286$934K0.2%-4.4%0.004%
4/30/2025 Rehmann Capital Advisory Group23,382$1.93M0.1%-19.6%0.008%
4/30/2025 Dogwood Wealth Management LLC80,265$6.64M3.5%+6.6%0.027%
4/30/2025 Optimum Investment Advisors5,479$453K0.2%+82.7%0.002%
4/30/2025 New Insight Wealth Advisors33,345$2.76M1.3%+8.3%0.011%
4/30/2025 Trek Financial LLC57,903$4.79M0.3%+19.0%0.020%
4/30/2025 Personal CFO Solutions LLC4,199$347K0.1%-12.2%0.001%
4/30/2025 Valeo Financial Advisors LLC8,116$671K0.0%+5.2%0.003%
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4/30/2025 M&T Bank Corp664,458$54.97M0.2%+3.1%0.227%
4/30/2025 Stratos Wealth Partners LTD.41,307$3.42M0.1%+7.6%0.014%
4/30/2025 Stratos Wealth Advisors LLC47,552$3.93M0.2%-2.6%0.016%
4/30/2025 Values First Advisors Inc.79,337$6.56M3.8%-1.8%0.027%
4/30/2025 NTV Asset Management LLC17,975$1.49M0.2%-4.8%0.006%
4/30/2025 Alpha Cubed Investments LLC6,995$579K0.0%N/A0.002%
4/29/2025 U.S. Capital Wealth Advisors LLC4,410$365K0.0%-7.3%0.002%
4/29/2025 Financial Counselors Inc.18,220$1.51M0.0%-5.4%0.006%
4/29/2025 TD Private Client Wealth LLC918,698$76.00M2.1%-4.9%0.313%
4/29/2025 Envestnet Asset Management Inc.4,261,421$352.55M0.1%-9.0%1.454%
4/29/2025 Ifrah Financial Services Inc.148,499$12.29M3.5%+2.7%0.051%
4/29/2025 Pure Portfolios Holdings LLC36,951$3.06M1.1%+5.2%0.013%
4/29/2025 Lee Danner & Bass Inc.5,215$431K0.0%-12.6%0.002%
4/29/2025 One Day In July LLC50,937$4.21M0.4%+6.0%0.017%
4/29/2025 Burke & Herbert Bank & Trust Co.9,653$799K0.2%-43.8%0.003%
4/29/2025 Concurrent Investment Advisors LLC20,748$1.72M0.0%-2.2%0.007%
4/29/2025 Marks Wealth LLC429,648$35.55M13.0%N/A0.147%
4/29/2025 Discipline Wealth Solutions LLC6,559$543K0.3%-4.4%0.002%
4/29/2025 DT Investment Partners LLC115,551$9.56M0.9%-23.8%0.039%
4/29/2025 Bank of New York Mellon Corp3,696,195$305.79M0.1%-13.8%1.261%
4/29/2025 World Investment Advisors102,316$8.47M0.2%+2.2%0.035%
4/29/2025 Sonata Capital Group Inc.3,250$269K0.1%-13.8%0.001%
4/29/2025 Wayfinding Financial LLC1,597$132K0.1%N/A0.001%
4/29/2025 Truist Financial Corp3,032,043$250.84M0.4%+10.5%1.034%
4/29/2025 Capital Investment Advisory Services LLC7,921$655K0.1%+70.7%0.003%
4/29/2025 Morris Financial Concepts Inc.100,673$8.33M3.5%+4.2%0.034%
4/29/2025 New Capital Management LP4,000$331K0.1%-88.9%0.001%
4/29/2025 Strategic Blueprint LLC66,110$5.47M0.3%+1,514.4%0.023%
4/29/2025 Brookstone Capital Management119,283$9.87M0.1%+1.1%0.041%
4/29/2025 OneDigital Investment Advisors LLC306,682$25.37M0.3%-30.5%0.105%
4/29/2025 Silver Oak Securities Incorporated78,127$6.46M0.6%+4.3%0.027%
4/29/2025 MBA Advisors LLC56,687$4.69M2.3%+3.3%0.019%
4/29/2025 Onyx Bridge Wealth Group LLC5,297$438K0.1%-8.0%0.002%
4/29/2025 Checchi Capital Advisers LLC74,320$6.15M0.3%+4.9%0.025%
4/28/2025 North Capital Inc.7,564$626K0.6%N/A0.003%
4/28/2025 D.A. Davidson & CO.69,529$5.75M0.0%+150.1%0.024%
4/28/2025 Mutual Advisors LLC92,147$7.63M0.2%+2.3%0.031%
4/28/2025 Clarity Capital Partners LLC5,685$470K0.2%-17.9%0.002%
4/28/2025 St. James Investment Company LLC14,570$1.21M0.2%+1.3%0.005%
4/28/2025 Sterling Manor Financial LLC75,788$6.27M4.5%+9.5%0.026%
4/28/2025 Resonant Capital Advisors LLC4,635$383K0.0%-7.1%0.002%
4/28/2025 Axis Wealth Partners LLC13,885$1.15M0.8%+190.5%0.005%
4/28/2025 First Horizon Advisors Inc.53,519$4.43M0.1%-21.6%0.018%
4/28/2025 Strategic Financial Concepts LLC15,561$1.29M0.2%+2.4%0.005%
4/28/2025 Weaver Consulting Group11,176$925K0.3%-4.3%0.004%
4/28/2025 Private Trust Co. NA10,679$883K0.1%+21.5%0.004%
4/28/2025 Pinnacle Financial Partners Inc275,763$22.81M0.5%+30.6%0.094%
4/28/2025 Fiduciary Group LLC376,789$31.17M3.1%-5.4%0.129%
4/28/2025 Whitegate Investment Counselors Inc.11,141$922K0.3%-15.3%0.004%
4/28/2025 Alterna Wealth Management Inc.100,700$8.33M6.3%+12.5%0.034%
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4/28/2025 Durante & Waters LLC84,123$6.96M5.8%-3.5%0.029%
4/28/2025 LFA Lugano Financial Advisors SA24,771$2.05M1.4%-1.5%0.008%
4/28/2025 Keybank National Association OH337,405$27.91M0.1%+13.1%0.115%
4/28/2025 Money Design Co. Ltd.139,818$11.57M0.6%+2.2%0.048%
4/28/2025 Rossby Financial LCC3,543$294K0.1%-65.8%0.001%
4/28/2025 TCP Asset Management LLC4,930$408K0.1%-9.5%0.002%
4/28/2025 DAVENPORT & Co LLC105,919$8.76M0.1%-37.8%0.036%
4/28/2025 Clear Creek Financial Management LLC6,233$516K0.1%-45.1%0.002%
4/28/2025 Vontobel Holding Ltd.9,255$766K0.0%-66.6%0.003%
4/28/2025 Rovin Capital UT ADV131,259$10.86M3.5%+28.4%0.045%
(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, 1,448 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($1.97B), Bank of America Corp DE ($1.25B), JPMorgan Chase & Co. ($946.43M), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($756.89M), LPL Financial LLC ($527.75M), 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?

23.15% 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 1,198 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: JPMorgan Chase & Co. ($14.01M), Assetmark Inc. ($13.29M), Proficio Capital Partners LLC ($8.25M), Bank of Montreal Can ($6.08M), Raymond James Financial Inc. ($4.75M), Captrust Financial Advisors ($4.71M), and Cornell University ($4.29M).

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

Institutional investors have bought a total of 145,668,952 shares in the last 24 months. This purchase volume represents approximately $14.97B in transactions.

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

Of the 965 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. ($10.14M), Balentine LLC ($6.52M), Mercer Global Advisors Inc. ADV ($6.35M), Barclays PLC ($5.58M), US Bancorp DE ($4.43M), Ameriprise Financial Inc. ($3.93M), and Envestnet Asset Management Inc. ($3.61M).

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

Institutional investors have sold a total of 108,656,934 shares in the last 24 months. This volume of shares sold represents approximately $11.40B in transactions.


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This page (NASDAQ:SHY) was last updated on 5/2/2025 by MarketBeat.com Staff
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