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

iShares 1-3 Year Treasury Bond ETF logo
$82.96 +0.03 (+0.04%)
As of 09/19/2025 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)
913
Total
Institutional Inflows
(last 12 months)
$10.68B
Number of
Institutional Sellers
(last 12 months)
717
Total
Institutional Outflows
(last 12 months)
$4.09B
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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
9/15/2025 Migdal Insurance & Financial Holdings Ltd.5,699$472K0.0%+4.0%0.002%
9/12/2025 Valeo Financial Advisors LLC7,708$639K0.0%-5.0%0.003%
9/11/2025 Milestones Private Investment Advisors LLC20,369$1.69M1.2%N/A0.007%
9/11/2025 Silicon Valley Capital Partners459,795$38.10M4.0%N/A0.163%
9/8/2025 Alternative Investment Advisors LLC.6,935$575K0.3%-10.3%0.002%
9/4/2025 SevenBridge Financial Group LLC93,023$7.69M1.4%-18.8%0.033%
9/4/2025 Osaic Holdings Inc.1,111,008$92.04M0.2%+49.7%0.393%
9/3/2025 American Trust4,053$336K0.0%N/A0.001%
8/27/2025 Orion Porfolio Solutions LLC181,391$15.03M0.1%-31.2%0.064%
8/27/2025 Squarepoint Ops LLC15,212$1.26M0.0%+103.3%0.005%
8/26/2025 Thrivent Financial for Lutherans41,795$3.46M0.0%-33.4%0.015%
8/25/2025 Fulcrum Equity Management9,475$785K0.8%N/A0.003%
8/22/2025 TT Capital Management LLC3,968$328K0.1%N/A0.001%
8/20/2025 Coppell Advisory Solutions LLC2,926$242K0.0%-84.2%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.20,923$1.73M0.1%N/A0.007%
8/19/2025 Cape Investment Advisory Inc.5,954$493K0.2%-3.1%0.002%
8/19/2025 Advisory Services Network LLC328,065$27.07M0.4%-9.6%0.116%
8/19/2025 Delos Wealth Advisors LLC356$29K0.0%N/A0.000%
8/19/2025 Asset Dedication LLC2,101$174K0.0%+20.8%0.001%
8/19/2025 Element Pointe Advisors LLC495,769$41.08M9.9%-6.9%0.175%
8/18/2025 Tactive Advisors LLC12,612$1.05M0.3%N/A0.004%
8/18/2025 Geneos Wealth Management Inc.80,424$6.66M0.2%+19.1%0.028%
8/18/2025 Hollencrest Capital Management911$75K0.0%+2,362.2%0.000%
8/18/2025 V2 Financial group LLC2,418$200K0.1%N/A0.001%
8/18/2025 Kestra Investment Management LLC2,936$243K0.0%-40.9%0.001%
8/18/2025 Second Line Capital LLC2,758$229K0.1%+5.3%0.001%
8/16/2025 Evergreen Capital Management LLC350,347$29.03M0.9%-2.4%0.124%
8/16/2025 Headlands Technologies LLC12,908$1.07M0.1%N/A0.005%
8/15/2025 Strategic Investment Advisors MI766,795$63.48M6.2%+146.7%0.271%
8/15/2025 Tower Research Capital LLC TRC 2,411$200K0.0%-97.2%0.001%
8/15/2025 First Heartland Consultants Inc.74,965$6.21M0.6%+27.9%0.027%
8/15/2025 Sugar Maple Asset Management LLC69,106$5.73M4.5%+2.2%0.024%
8/15/2025 SkyView Investment Advisors LLC32,899$2.73M0.4%+46.0%0.012%
8/15/2025 Blue Edge Capital LLC5,132$425K0.1%N/A0.002%
8/15/2025 Corient Private Wealth LLC380,516$31.53M0.0%-66.8%0.135%
8/15/2025 Equitable Holdings Inc.143,553$11.90M0.1%+23.9%0.051%
8/15/2025 Ewing Morris & Co. Investment Partners Ltd.6,990$579K0.3%+207.4%0.002%
8/15/2025 Captrust Financial Advisors10,742,829$890.15M2.0%+4.9%3.799%
8/15/2025 Keel Point LLC42,234$3.50M0.2%+16.9%0.015%
8/15/2025 Fidelity D & D Bancorp Inc.48,062$3.98M2.4%+20.1%0.017%
8/15/2025 Voya Financial Advisors Inc.19,645$1.63M0.2%-14.0%0.007%
8/15/2025 Two Sigma Securities LLC16,880$1.40M0.2%N/A0.006%
8/15/2025 Smartleaf Asset Management LLC26,553$2.20M0.2%+69.0%0.009%
8/15/2025 Snowden Capital Advisors LLC59,910$4.96M0.1%-0.5%0.021%
8/15/2025 Scopus Asset Management L.P.605,726$50.19M0.8%-2.1%0.214%
8/15/2025 Orion Porfolio Solutions LLC69,830$5.79M0.0%-73.5%0.025%
8/15/2025 MML Investors Services LLC979,909$81.20M0.2%+12.1%0.347%
8/15/2025 Modern Wealth Management LLC464,347$38.48M1.0%+18.4%0.164%
8/15/2025 Lazard Asset Management LLC26,399$2.19M0.0%N/A0.009%
8/15/2025 Hilton Capital Management LLC4,218$350K0.0%-2.8%0.001%
8/15/2025 IHT Wealth Management LLC29,391$2.44M0.1%-2.4%0.010%
8/15/2025 Great Valley Advisor Group Inc.67,847$5.62M0.1%+41.6%0.024%
8/15/2025 Gallagher Fiduciary Advisors LLC25,409$2.11M0.0%-19.7%0.009%
8/15/2025 EP Wealth Advisors LLC2,037$169K0.0%+24.3%0.001%
8/15/2025 Essential Planning LLC.41,547$3.44M1.3%-1.7%0.015%
8/15/2025 Curi Capital LLC493,639$40.90M0.8%+0.2%0.175%
8/15/2025 Benjamin Edwards Inc.13,303$1.10M0.0%-5.6%0.005%
8/15/2025 BNP Paribas Financial Markets69,802$5.78M0.0%-55.3%0.025%
8/15/2025 Bank of America Corp DE11,606,993$961.76M0.1%-2.8%4.104%
8/15/2025 Ameriprise Financial Inc.4,424,160$373.08M0.1%+9.4%1.564%
8/14/2025 Ausdal Financial Partners Inc.32,729$2.71M0.2%+2.9%0.012%
8/14/2025 NCM Capital Management LLC9,569$793K0.3%+6.7%0.003%
8/14/2025 Raymond James Financial Inc.4,196,289$347.70M0.1%-17.2%1.484%
8/14/2025 Darwin Wealth Management LLC843$70K0.0%N/A0.000%
8/14/2025 Transamerica Financial Advisors LLC149,044$12.35M1.2%+326.0%0.053%
8/14/2025 Peak Asset Management LLC33,796$2.80M0.5%-3.7%0.012%
8/14/2025 Betterment LLC72,874$6.04M0.0%-3.8%0.026%
8/14/2025 Diversify Wealth Management LLC19,792$1.64M0.1%-8.5%0.007%
8/14/2025 Diversify Advisory Services LLC7,200$595K0.0%-26.9%0.003%
8/14/2025 Napa Wealth Management3,692$306K0.1%-8.2%0.001%
8/14/2025 Alliancebernstein L.P.385,189$31.92M0.0%-45.0%0.136%
8/14/2025 Objective Capital Management LLC16,259$1.35M1.5%-3.4%0.006%
8/14/2025 Peapack Gladstone Financial Corp252,036$20.88M0.3%-10.4%0.089%
8/14/2025 FWL Investment Management LLC12,288$1.02M0.3%+45.1%0.004%
8/14/2025 Glenview Trust co72,397$6.00M0.1%+2.7%0.026%
8/14/2025 The Manufacturers Life Insurance Company 5,265$436K0.0%-99.4%0.002%
8/14/2025 Squarepoint Ops LLC15,212$1.26M0.0%+103.3%0.005%
8/14/2025 Becker Capital Management Inc.49,641$4.11M0.1%+5.0%0.018%
8/14/2025 Investment House LLC45,539$3.77M0.2%+16.3%0.016%
8/14/2025 NewEdge Advisors LLC131,739$10.92M0.1%+0.7%0.047%
8/14/2025 Sentinus LLC39,324$3.26M0.8%-4.1%0.014%
8/14/2025 First Wilshire Securities Management Inc.3,377$280K0.1%-4.5%0.001%
8/14/2025 Transce3nd LLC1,942$161K0.1%-76.3%0.001%
8/14/2025 Cary Street Partners Financial LLC30,450$2.52M0.1%+10.3%0.011%
8/14/2025 Cerity Partners LLC2,511,067$208.07M0.4%+1.6%0.888%
8/14/2025 ESL Trust Services LLC2,061$171K0.0%+21.7%0.001%
8/13/2025 Shepherd Financial Partners LLC5,256$436K0.0%-9.3%0.002%
8/13/2025 StoneX Group Inc.28,929$2.40M0.1%-2.4%0.010%
8/13/2025 Flow Traders U.S. LLC8,823$731K0.0%N/A0.003%
8/13/2025 Cheviot Value Management LLC4,831$399K0.0%-47.3%0.002%
8/13/2025 SageView Advisory Group LLC18,952$1.56M0.1%+63.7%0.007%
8/13/2025 Cresset Asset Management LLC24,281$2.01M0.0%-4.7%0.009%
8/13/2025 Capital Advisors Wealth Management LLC5,183$429K0.1%N/A0.002%
8/13/2025 GeoWealth Management LLC31,992$2.65M0.1%+253.0%0.011%
8/13/2025 Baird Financial Group Inc.285,613$23.67M0.0%+4.7%0.101%
8/13/2025 Crescent Grove Advisors LLC93,044$7.71M0.7%+75.8%0.033%
8/13/2025 Guggenheim Capital LLC559,978$46.40M0.4%+11.6%0.198%
8/13/2025 Invesco Ltd.6,626$549K0.0%-5.3%0.002%
8/13/2025 Trek Financial LLC30,179$2.50M0.2%-47.9%0.011%
8/13/2025 1832 Asset Management L.P.125,528$10.40M0.0%+1.7%0.044%
(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, 1,431 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 1,214 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 129,299,502 shares in the last 24 months. This purchase volume represents approximately $10.68B in transactions.

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

Of the 717 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), The Manufacturers Life Insurance Company ($1.69M), Charles Schwab Investment Management Inc. ($1.68M), and Cerity Partners OCIO LLC ($1.52M).

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

Institutional investors have sold a total of 49,453,615 shares in the last 24 months. This volume of shares sold represents approximately $4.09B in transactions.


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This page (NASDAQ:SHY) was last updated on 9/21/2025 by MarketBeat.com Staff
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