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

iShares 1-3 Year Treasury Bond ETF logo
$82.44 +0.05 (+0.06%)
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)
850
Total
Institutional Inflows
(last 12 months)
$5.58B
Number of
Institutional Sellers
(last 12 months)
681
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
5/21/2025MBL Wealth LLC179,586$14.86M1.5%+1.1%0.062%
5/21/2025 Geneos Wealth Management Inc.67,528$5.59M0.2%+2.9%0.023%
5/21/2025CBM Financial LLC47,815$3.94M3.2%N/A0.017%
5/20/2025 Acorns Advisers LLC207,401$17.16M0.2%+0.3%0.072%
5/20/2025 Belpointe Asset Management LLC14,750$1.22M0.1%-3.5%0.005%
5/20/2025 Focus Partners Wealth1,287,588$106.52M0.3%+0.6%0.444%
5/20/2025 Flaharty Asset Management LLC485$40K0.0%N/A0.000%
5/20/2025 Glenview Trust co70,475$5.83M0.1%-14.9%0.024%
5/19/2025 SageView Advisory Group LLC11,574$958K0.0%+5.5%0.004%
5/16/2025 Empowered Funds LLC63,097$5.22M0.1%+195.3%0.021%
5/16/2025 Ascent Group LLC73,313$6.07M0.3%+17.1%0.025%
5/16/2025 Coppell Advisory Solutions LLC18,565$1.54M0.1%+69.5%0.006%
5/16/2025 Arete Wealth Advisors LLC52,567$4.35M0.3%-6.3%0.018%
5/16/2025 Everstar Asset Management LLC100,194$8.29M1.6%+14.3%0.034%
5/16/2025 Ashton Thomas Private Wealth LLC224,282$18.56M0.7%+319.1%0.076%
5/16/2025 Guardian Partners Inc.11,807$976K0.1%+19.2%0.004%
5/16/2025 Kestra Investment Management LLC4,965$411K0.0%+148.4%0.002%
5/16/2025 Cape Investment Advisory Inc.6,142$508K0.2%-15.7%0.002%
5/16/2025 Jones Financial Companies Lllp41,913$3.77M0.0%-44.1%0.014%
5/16/2025 Permanens Capital L.P.3,663$303K0.1%-98.1%0.001%
5/16/2025 NewEdge Advisors LLC130,823$10.82M0.1%+25.5%0.045%
5/16/2025 Integrated Wealth Concepts LLC232,745$19.26M0.2%+37.8%0.079%
5/16/2025 Curi RMB Capital LLC492,509$40.75M1.0%-37.0%0.168%
5/16/2025 Alliancebernstein L.P.700,578$57.96M0.0%+89.0%0.239%
5/16/2025 Banque Transatlantique SA577$44K0.0%N/A0.000%
5/16/2025 Amundi670,200$55.45M0.0%+8.1%0.228%
5/16/2025 Ancora Advisors LLC108,912$9.01M0.2%-0.9%0.037%
5/16/2025 ADAR1 Capital Management LLC103,337$8.55M1.6%N/A0.035%
5/15/2025 EP Wealth Advisors LLC1,639$136K0.0%-34.0%0.001%
5/15/2025 GW Henssler & Associates Ltd.3,251$269K0.0%-24.2%0.001%
5/15/2025 Irenic Capital Management LP30,000$2.48M0.4%+400.0%0.010%
5/15/2025 Focus Partners Advisor Solutions LLC83,375$6.90M0.1%-1.7%0.028%
5/15/2025 Alamar Capital Management LLC62,833$5.20M3.1%+182.1%0.021%
5/15/2025 Flputnam Investment Management Co.160,715$13.30M0.2%-5.2%0.055%
5/15/2025 Royal Bank of Canada3,163,105$261.68M0.1%-0.6%1.077%
5/15/2025 Betterment LLC75,756$6.27M0.0%-67.9%0.026%
5/15/2025 MAI Capital Management84,977$7.03M0.1%-2.8%0.029%
5/15/2025 Ewing Morris & Co. Investment Partners Ltd.2,274$188K0.1%-11.7%0.001%
5/15/2025 Calton & Associates Inc.10,136$839K0.2%+1.4%0.003%
5/15/2025 Second Line Capital LLC2,618$217K0.1%N/A0.001%
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5/15/2025 Insight Wealth Partners LLC3,046$252K0.0%N/A0.001%
5/15/2025 Baird Financial Group Inc.272,770$22.57M0.0%-5.1%0.093%
5/15/2025 Pinnacle Wealth Planning Services Inc.9,436$781K0.1%+6.3%0.003%
5/15/2025 Evergreen Capital Management LLC359,072$29.71M1.0%-12.6%0.122%
5/15/2025 The Manufacturers Life Insurance Company 873,709$72.28M0.1%+2,745.4%0.297%
5/15/2025 Hanover Advisors Inc.3,334$276K0.1%N/A0.001%
5/15/2025 Oak Associates Ltd. OH27,401$2.27M0.2%N/A0.009%
5/15/2025 Broyhill Asset Management LLC134,025$11.09M9.0%+8.2%0.046%
5/15/2025 D L Carlson Investment Group Inc.24,134$2.00M0.4%-5.0%0.008%
5/15/2025 Eisler Capital Management Ltd.6,516$539K0.0%N/A0.002%
5/14/2025 Transamerica Financial Advisors LLC34,990$2.90M0.3%-25.6%0.012%
5/14/2025 Guggenheim Capital LLC501,657$41.50M0.4%+14.6%0.171%
5/14/2025 Ieq Capital LLC8,135$673K0.0%N/A0.003%
5/14/2025 CreativeOne Wealth LLC38,280$3.17M0.1%+2.1%0.013%
5/14/2025 PKS Advisory Services LLC26,273$2.17M0.6%+55.9%0.009%
5/14/2025 Potomac Fund Management Inc. ADV9,771$808K0.8%-17.1%0.003%
5/14/2025 Comerica Bank426,400$35.28M0.1%-1.6%0.145%
5/14/2025 MetLife Investment Management LLC3,914$324K0.0%N/A0.001%
5/14/2025 Freedom Investment Management Inc.5,292$438K0.0%-13.1%0.002%
5/14/2025 Synovus Financial Corp324,374$26.84M0.3%+139.3%0.110%
5/14/2025 Oliver Luxxe Assets LLC13,481$1.12M0.2%+56.7%0.005%
5/14/2025 Napa Wealth Management4,022$333K0.2%-11.5%0.001%
5/14/2025 Smartleaf Asset Management LLC15,710$1.30M0.1%+13.9%0.005%
5/14/2025 Northwestern Mutual Wealth Management Co.1,119,675$92.63M0.1%+16.6%0.381%
5/14/2025 Haverford Trust Co345,900$28.62M0.3%+3.2%0.118%
5/14/2025 Sax Wealth Advisors LLC7,166$593K0.0%+36.5%0.002%
5/14/2025 Cutler Capital Management LLC1,286$106K0.0%N/A0.000%
5/14/2025 Strategies Wealth Advisors LLC19,366$1.60M0.2%+370.7%0.007%
5/14/2025 Kestra Advisory Services LLC212,808$17.61M0.1%-34.7%0.072%
5/14/2025 Chicago Wealth Management Inc.3,046$252K0.1%-4.4%0.001%
5/14/2025 Wescott Financial Advisory Group LLC34,367$2.84M0.3%+4.2%0.012%
5/14/2025 1832 Asset Management L.P.123,380$10.21M0.0%-0.3%0.042%
5/14/2025 Compound Planning Inc.35,926$2.97M0.1%+34.7%0.012%
5/14/2025 Ameriprise Financial Inc.4,043,180$334.52M0.1%+13.8%1.377%
5/14/2025 Integras Partners LLC22,554$1.87M1.7%+22.9%0.008%
5/14/2025 CW Advisors LLC21,148$1.75M0.0%+11.0%0.007%
5/14/2025 Summit Financial LLC5,881$487K0.0%+49.2%0.002%
5/14/2025 United Asset Strategies Inc.19,508$1.61M0.1%+125.6%0.007%
5/14/2025 Tiemann Investment Advisors LLC4,750$393K0.2%+26.7%0.002%
5/14/2025 Partners Capital Investment Group LLP348,651$28.84M0.5%+30.8%0.119%
5/14/2025 TFB Advisors LLC20,007$1.66M0.5%-22.9%0.007%
5/14/2025 Dorsey & Whitney Trust CO LLC21,686$1.79M0.1%+0.8%0.007%
5/14/2025 Aspire Growth Partners LLC13,716$1.13M1.0%-5.5%0.005%
5/14/2025 GM Advisory Group LLC811,256$67.12M3.6%+13.4%0.276%
5/14/2025 Capital Analysts LLC32,293$2.67M0.1%+66.3%0.011%
5/14/2025 Banco Bilbao Vizcaya Argentaria S.A.37,978$3.15M0.0%-55.4%0.013%
5/14/2025 Crabel Capital Management LLC2,966$245K0.3%N/A0.001%
5/14/2025 Berkshire Asset Management LLC PA32,147$2.65M0.1%-4.5%0.011%
5/14/2025 Sumitomo Mitsui Financial Group Inc.116,999$9.68M0.2%+16.2%0.040%
5/14/2025 Hsbc Holdings PLC299,698$24.79M0.0%-5.4%0.102%
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5/14/2025 First Wilshire Securities Management Inc.3,536$293K0.1%+29.6%0.001%
5/14/2025 Lee Financial Co16,908$1.40M0.2%-11.8%0.006%
5/13/2025 Aptus Capital Advisors LLC134,227$11.11M0.1%-23.0%0.046%
5/13/2025 TriaGen Wealth Management LLC19,295$1.60M0.6%+10.4%0.007%
5/13/2025 Global View Capital Management LLC2,725$225K0.1%-97.8%0.001%
5/13/2025 Spreng Capital Management Inc.9,978$825K0.4%-3.9%0.003%
5/13/2025 LWM Advisors Inc.99,174$8.18M8.5%-5.1%0.034%
5/13/2025 Cascade Financial Partners LLC92,769$7.68M1.0%+27.4%0.032%
5/13/2025 Ethos Financial Group LLC144,712$11.97M1.1%+13.1%0.049%
5/13/2025 Moment Partners LLC287,895$23.82M4.7%+5.9%0.098%
(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, 1,437 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. ($944.79M), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($756.89M), LPL Financial LLC ($567.15M), 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 1,182 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. ($13.80M), Assetmark Inc. ($8.73M), Proficio Capital Partners LLC ($8.25M), Bank of Montreal Can ($6.08M), Raymond James Financial Inc. ($5.07M), 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 136,992,669 shares in the last 24 months. This purchase volume represents approximately $11.24B in transactions.

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

Of the 970 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. ($11.03M), Balentine LLC ($6.52M), Mercer Global Advisors Inc. ADV ($6.35M), Barclays PLC ($5.58M), Ameriprise Financial Inc. ($3.93M), Envestnet Asset Management Inc. ($2.85M), and Charles Schwab Investment Management Inc. ($2.49M).

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

Institutional investors have sold a total of 101,929,910 shares in the last 24 months. This volume of shares sold represents approximately $8.77B in transactions.


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This page (NASDAQ:SHY) was last updated on 5/22/2025 by MarketBeat.com Staff
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