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

iShares 1-3 Year Treasury Bond ETF logo
$81.12 -0.20 (-0.25%)
Closing price 04:00 PM Eastern
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$81.12 +0.00 (+0.01%)
As of 07:58 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)
804
Total
Institutional Inflows
(last 12 months)
$4.59B
Number of
Institutional Sellers
(last 12 months)
566
Total
Institutional Outflows
(last 12 months)
$3.21B
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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
9/23/2026 Envestnet Portfolio Solutions Inc.254,998$20.94M0.1%+122.2%0.079%
9/23/2026 Envestnet Asset Management Inc.3,345,948$274.74M0.0%-6.8%1.046%
9/21/2026 Silicon Valley Capital Partners576,059$47.30M4.3%+12.5%0.180%
9/15/2026 Cherry Tree Wealth Management LLC5,541$455K0.1%-4.2%0.002%
9/15/2026 SkyView Investment Advisors LLC1,000$82K0.1%N/A0.000%
9/9/2026 Core Capital Management & Research inc.192,124$15.75M8.3%N/A0.063%
9/9/2026 The Manufacturers Life Insurance Company3,545,364$291.11M0.1%+225.0%1.157%
9/9/2026 Blue Edge Capital LLC264,332$21.70M2.6%+1,059.5%0.086%
9/9/2026 Sequoia Financial Advisors LLC20,811$1.71M0.0%+14.2%0.007%
9/9/2026 Tidal Investments LLC65,859$5.41M0.0%-34.0%0.022%
9/9/2026 Van Hulzen Asset Management LLC50,112$4.12M0.3%-4.5%0.016%
9/9/2026 Bienville Capital Management LLC66,573$5.47M0.7%+85.4%0.022%
9/9/2026 Archford Capital Strategies LLC29,001$2.38M0.2%-81.4%0.009%
9/9/2026 Gemmer Asset Management LLC52,598$4.32M0.3%-3.0%0.017%
9/9/2026 Capital Analysts LLC34,216$2.81M0.1%+6.4%0.011%
9/9/2026 NorthRock Partners LLC4,087$336K0.0%-3.7%0.001%
9/9/2026 Integrated Wealth Concepts LLC143,218$11.76M0.1%-2.8%0.047%
9/9/2026 Community Bank N.A.30,669$2.52M0.3%-2.1%0.010%
9/9/2026 RFG Advisory LLC36,097$2.96M0.0%+3.3%0.012%
9/9/2026 NewEdge Advisors LLC255,245$20.96M0.1%-14.0%0.083%
9/9/2026 Pointe Capital Management LLC136,813$11.23M5.0%+15.4%0.045%
9/9/2026 IFP Advisors Inc180,492$14.82M0.3%+16.6%0.059%
9/9/2026 Squarepoint Ops LLC8,136$668K0.0%N/A0.003%
9/9/2026 Baird Financial Group Inc.303,706$24.94M0.0%+5.5%0.099%
9/9/2026 BayBridge Capital Group LLC112,758$9.26M4.8%+27.2%0.037%
9/8/2026 Hudock Inc.43,860$3.60M0.5%+0.6%0.014%
9/8/2026 Allworth Financial LP35,039$2.88M0.0%-11.6%0.011%
9/8/2026 Powerhouse Assets LLC3,046$250K0.2%-4.2%0.001%
9/8/2026 Edge Wealth Management LLC393,457$32.31M5.2%+0.8%0.128%
9/8/2026 Waverly Advisors LLC107,804$8.85M0.1%+4.7%0.035%
9/3/2026 Anchor Capital Advisors LLC400,907$32.92M0.6%+0.5%0.131%
9/2/2026 Range Advisory LLC116,043$9.53M1.1%+58.3%0.038%
9/2/2026 Allianz Asset Management GmbH134,928$11.08M0.0%+59.2%0.044%
8/31/2026 Alternative Investment Advisors LLC.4,769$392K0.1%-10.5%0.002%
8/27/2026 Corient Private Wealth LP326,906$26.84M0.0%-8.1%0.107%
8/26/2026 Principia Wealth Advisory LLC2,347$193K0.0%+1,280.6%0.001%
8/23/2026 DMC Group LLC8,080$663K0.5%+18.6%0.003%
8/23/2026 Ameritas Advisory Services LLC53,806$4.42M0.1%+38.2%0.018%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.7,791$640K0.2%-6.9%0.003%
8/23/2026 PCG Wealth Advisors LLC2,833$233K0.1%-51.2%0.001%
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8/23/2026 Midwest Heritage Bank FSB104,873$8.61M2.4%+3.9%0.034%
8/23/2026 HB Wealth Management LLC26,303$2.16M0.0%+4.9%0.009%
8/23/2026 Hutchens & Kramer Investment Management Group LLC17,560$1.44M0.4%+4.2%0.006%
8/23/2026 Semitam Bonam LLC66,497$5.46M4.0%+3.2%0.022%
8/23/2026 Angeles Wealth Management LLC104,938$8.62M0.3%+10.5%0.034%
8/22/2026 Compass Financial Management LLC1,612$132K0.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,736$143K0.1%N/A0.001%
8/22/2026 NBH Bank2,049$168K0.1%N/A0.001%
8/22/2026 Highland Investment Advisors LLC13,387$1.10M0.5%N/A0.004%
8/22/2026 Invested Advisors32,335$2.66M2.3%+220.4%0.011%
8/22/2026 BAM Wealth Management LLC2,712$223K0.1%N/A0.001%
8/22/2026 ZEGA Investments LLC14,784$1.21M0.1%N/A0.005%
8/22/2026 TD Waterhouse Canada Inc.19,766$1.62M0.0%+0.7%0.006%
8/22/2026 Syntax Research Inc.153,197$12.58M9.2%+93.8%0.050%
8/22/2026 Premier Path Wealth Partners LLC108,868$8.94M1.0%+7.0%0.036%
8/22/2026 United Community Bank32,635$2.68M0.9%+1.4%0.011%
8/22/2026 Concurrent Investment Advisors LLC222,852$18.30M0.2%-2.3%0.073%
8/21/2026 Lowery Thomas LLC15,377$1.26M0.6%+1.8%0.005%
8/21/2026 Greenspring Advisors LLC66,108$5.43M0.3%-7.7%0.022%
8/21/2026 Continuum Advisory LLC25,521$2.10M0.2%+12.4%0.008%
8/21/2026 Alamar Capital Management LLC109,659$9.00M4.6%-3.1%0.036%
8/21/2026 Tranquilli Financial Advisor LLC20,549$1.69M0.9%N/A0.007%
8/21/2026 MBA Advisors LLC138,014$11.33M3.7%+11.2%0.045%
8/21/2026 Live Oak Private Wealth LLC7,503$616K0.1%+21.3%0.002%
8/21/2026 KFA Private Wealth Group LLC110,642$9.09M2.4%+13.5%0.036%
8/21/2026 Secure Asset Management LLC5,675$466K0.1%+28.4%0.002%
8/21/2026 Midwest Professional Planners LTD.24,634$2.02M0.4%+3.9%0.008%
8/21/2026 Acorn Wealth Advisors LLC13,023$1.07M0.2%-25.9%0.004%
8/20/2026 Rehmann Capital Advisory Group25,123$2.06M0.1%+3.9%0.008%
7/12/2026 First Community Trust NA11,760$966K0.4%-21.7%0.004%
7/12/2026 Ballast Inc.245,825$20.19M3.8%+11.0%0.080%
7/10/2026 Buska Wealth Management LLC12,909$1.06M0.4%N/A0.004%
7/10/2026 Heck Capital Advisors LLC114,688$9.42M0.6%+19.9%0.037%
7/10/2026 JFS Wealth Advisors LLC108,034$8.87M0.4%+1.4%0.035%
7/10/2026 Fiduciary Financial Group LLC3,538$291K0.0%N/A0.001%
7/10/2026 Diversified Management Inc.7,228$593K0.1%N/A0.002%
7/10/2026 Camelot Technology Advisors Inc.21,394$1.76M1.2%+6.3%0.007%
7/10/2026 Charles Schwab Trust Co5,038$414K0.0%+16.6%0.002%
7/10/2026 Redhawk Wealth Advisors Inc.21,353$1.75M0.2%+147.7%0.007%
7/10/2026 Wealthcare Advisory Partners LLC20,868$1.71M0.0%-42.9%0.007%
7/10/2026 Warner Financial Inc.14,113$1.16M0.3%+5.2%0.005%
7/9/2026 Shrier Wealth Management LLC25,876$2.13M0.7%+10.3%0.008%
7/9/2026 Bay Rivers Group8,480$696K0.2%+10.7%0.003%
7/9/2026 LWM Advisors Inc.121,914$10.01M7.5%+13.6%0.039%
7/9/2026 Barry Investment Advisors LLC229,559$18.85M3.9%+48.1%0.074%
7/9/2026 Shira Ridge Wealth Management124,436$10.22M3.6%+23.9%0.040%
7/9/2026 Focus Financial Network Inc.74,405$6.11M0.2%-1.4%0.024%
7/9/2026 Wealthcare Capital Management LLC26,964$2.21M0.2%+1.1%0.009%
7/9/2026 Legacy Wealth Asset Management LLC21,095$1.73M0.4%+2.8%0.007%
7/9/2026 IFC & Insurance Marketing Inc.3,739$307K0.3%+5.4%0.001%
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7/9/2026 Deane Retirement Strategies Inc.751$62K0.0%-53.4%0.000%
7/9/2026 Tactive Advisors LLC19,703$1.62M0.4%-22.3%0.006%
7/9/2026 Sax Wealth Advisors LLC3,592$297K0.0%+14.5%0.001%
7/9/2026 Oliver Luxxe Assets LLC13,962$1.15M0.2%+35.4%0.005%
7/9/2026 Chemistry Wealth Management LLC17,395$1.43M0.2%+4.3%0.006%
7/8/2026 Atwood & Palmer Inc.732,119$60.11M3.2%+2.1%0.237%
7/8/2026 Rockland Trust Co.15,791$1.30M0.1%-1.9%0.005%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,550$374K0.1%+9.2%0.001%
7/8/2026 Invariant Investment Management106,994$8.77M5.1%+0.5%0.035%
7/8/2026 Beacon Investment Advisory Services Inc.775,709$63.69M2.4%-0.8%0.253%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,439 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 ($2.21B), Captrust Financial Advisors ($1.49B), Bank of America Corp DE ($1.29B), JPMorgan Chase & Co. ($878.70M), LPL Financial LLC ($521.57M), and Bank of New York Mellon Corp ($471.78M).Learn more on iShares 1-3 Year Treasury Bond ETF's 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.

Of the 1,246 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), Captrust Financial Advisors ($12.05M), Proficio Capital Partners LLC ($9.19M), Assetmark Inc. ($7.06M), The Manufacturers Life Insurance Company ($5.73M), Mizuho Markets Americas LLC ($5.51M), and Raymond James Financial Inc. ($5.17M).

Institutional investors have bought a total of 55,297,417 shares in the last 24 months. This purchase volume represents approximately $4.58B in transactions.

Of the 566 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: Morgan Stanley ($7.02M), Assetmark Inc. ($5.09M), Mizuho Markets Americas LLC ($4.97M), Laurel Wealth Advisors LLC ($2.49M), Bank of New York Mellon Corp ($1.16M), The Manufacturers Life Insurance Company ($1.15M), and Mizuho Markets Cayman LP ($822.10K).

Institutional investors have sold a total of 38,527,964 shares in the last 24 months. This volume of shares sold represents approximately $3.19B in transactions.


Related Companies

Institutional ownership data for NASDAQ:SHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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