Free Trial
Ends Tomorrow! Last Chance to Save $100 on MarketBeat All Access
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Claim $100 Off
Claim MarketBeat All Access Sale Promotion

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

iShares 1-3 Year Treasury Bond ETF logo
$82.12 -0.02 (-0.02%)
As of 05/22/2026 04:00 PM Eastern

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)
910
Total
Institutional Inflows
(last 12 months)
$9.88B
Number of
Institutional Sellers
(last 12 months)
653
Total
Institutional Outflows
(last 12 months)
$3.97B
Get SHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 1-3 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SHY Institutional Buying and Selling by Quarter

iShares 1-3 Year Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026WNY Asset Management LLC3,981$329K0.0%N/A0.001%
5/22/2026Independent Wealth Advisors LLC47,728$3.94M3.9%+10.4%0.016%
5/22/2026Verus Capital Partners LLC21,986$1.82M0.1%-2.3%0.007%
5/20/2026 Cadia Private Client LLC15,020$1.24M1.0%-4.4%0.005%
5/20/2026 Hobbs Group Advisors LLC11,258$930K0.3%-10.8%0.004%
5/20/2026 Arete Wealth Advisors LLC59,390$4.90M0.3%+422.8%0.019%
5/20/2026 Leigh Baldwin & CO. LLC14,472$1.20M0.8%+4.9%0.005%
5/20/2026 Norris Financial Group LLC4,482$370K0.1%N/A0.001%
5/19/2026 Western Wealth Management LLC42,415$3.50M0.1%+456.5%0.014%
5/19/2026 Eley Financial Management Inc100,280$8.28M2.9%+2.6%0.033%
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th... (Ad)

After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall of Fame Trader Jon Najarian now says EVERYONE is missing an even bigger story about the SpaceX IPO… That it's just the start of an Elon Musk $44 trillion "Superconvergence…" An event that could kick off as soon as June 12th.tc pixel

Click here now to watch hall of fame trader Jon Najarian's full prediction.
5/19/2026 Silicon Valley Capital Partners511,999$42.28M4.1%-3.8%0.167%
5/19/2026 Bank of America Corp DE15,649,532$1.29B0.1%+28.3%5.111%
5/19/2026 Hamilton Wealth LLC1,955$161K0.0%N/A0.001%
5/19/2026 Edgestream Partners L.P.12,562$1.04M0.0%-78.6%0.004%
5/19/2026 Centaurus Financial Inc.2,604$215K0.0%+6.8%0.001%
5/19/2026 Strategic Investment Advisors MI321,540$26.56M1.8%+82.0%0.105%
5/19/2026 Ashton Thomas Securities LLC362$30K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors39,326$3.25M0.1%-7.2%0.013%
5/19/2026 IFS Group LLC10,500$867K0.8%N/A0.003%
5/19/2026 Arete Wealth Advisors LLC59,390$4.90M0.3%+422.8%0.019%
5/18/2026 Guardian Partners Inc.17,889$1.48M0.1%+29.7%0.006%
5/18/2026 Amundi669,900$55.31M0.0%0.0%0.219%
5/18/2026 Royal Bank of Canada3,515,652$290.29M0.1%-1.4%1.148%
5/18/2026 Eley Financial Management Inc91,233$7.53M2.7%-6.6%0.030%
5/16/2026 American Capital Management Inc.26,490$2.19M0.1%N/A0.009%
5/16/2026 The Manufacturers Life Insurance Company 1,090,879$90.07M0.1%-51.3%0.356%
5/16/2026 Glen Eagle Advisors LLC7,719$637K0.1%-4.5%0.003%
5/16/2026 Lazard Asset Management LLC17,392$1.44M0.0%-2.6%0.006%
5/15/2026 Northeast Financial Group Inc.3,326$275K0.1%-8.3%0.001%
5/15/2026 Gateway Wealth Partners LLC27,740$2.29M0.1%+346.5%0.009%
5/15/2026 Waverly Advisors LLC103,002$8.51M0.1%+48.0%0.034%
5/15/2026 Vivaldi Capital Management LP4,176$345K0.0%N/A0.001%
5/14/2026 Hilltop Holdings Inc.50,090$4.14M0.4%+637.2%0.016%
5/14/2026 Compound Planning Inc.41,874$3.46M0.1%-6.9%0.014%
5/14/2026 Klingman & Associates LLC20,279$1.67M0.1%N/A0.007%
5/14/2026 Modern Wealth Management LLC469,791$38.67M0.7%+8.3%0.153%
5/14/2026 Oak Associates Ltd. OH3,630$300K0.0%-62.2%0.001%
5/14/2026 Mizuho Markets Americas LLC25,888$2.14M0.1%-98.5%0.008%
5/14/2026 Sei Investments Co.10,142$837K0.0%+17.3%0.003%
5/14/2026 Alamar Capital Management LLC113,224$9.35M5.7%N/A0.037%
SpaceX will mint billionaires. You won't be one of them. (Ad)

By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billion - you'd be buying at $1.75 trillion. But one small, publicly traded company sits directly in SpaceX's path, still priced like Wall Street hasn't noticed. It powers the infrastructure Musk's operation can't run without. Dylan Jovine is naming the ticker free - before the June S-1 closes the window.tc pixel

Get the ticker now before the June S-1 closes the window
5/14/2026 Lido Advisors LLC929,810$76.78M0.2%+6.8%0.304%
5/13/2026 Cetera Investment Advisers613,460$50.65M0.1%+6.2%0.200%
5/13/2026 Wealthspire Retirement LLC211,813$17.49M1.0%+12.2%0.069%
5/13/2026 American Investment Services Inc.33,825$2.79M0.6%-3.9%0.011%
5/13/2026 Mizuho Markets Cayman LP650,000$53.67M2.9%-55.8%0.212%
5/13/2026 Clearwater Capital Advisors LLC4,740$391K0.0%-21.9%0.002%
5/13/2026 Measured Wealth Private Client Group LLC10,290$850K0.2%+5,373.4%0.003%
5/13/2026 NewEdge Wealth LLC21,838$1.80M0.0%-1.1%0.007%
5/13/2026 First Citizens Bank & Trust Co.70,758$5.84M0.1%-2.7%0.023%
5/13/2026 Alesco Advisors LLC An ESL Co11,970$988K0.0%+31.1%0.004%
5/13/2026 Transmarket Holdings LP924,845$76.36M40.8%+88.8%0.302%
5/8/2026 PNC Financial Services Group Inc.2,428,740$200.54M0.1%+18.1%0.793%
5/8/2026 CVS HEALTH Corp233,100$19.25M9.1%N/A0.076%
5/8/2026 Cassaday & Co Wealth Management LLC875$72K0.0%N/A0.000%
5/8/2026 Element Pointe Advisors LLC326,561$26.96M5.1%-2.7%0.107%
5/8/2026 ESL Trust Services LLC3,060$253K0.0%+11.5%0.001%
5/7/2026 Balefire LLC78,270$6.46M1.2%-40.5%0.026%
5/7/2026 Parallel Advisors LLC48,401$4.00M0.1%+3.9%0.016%
5/7/2026 Ironwood Investment Counsel LLC8,108$669K0.1%-21.8%0.003%
5/7/2026 AlphaCentric Advisors LLC9,461$781K0.8%+171.9%0.003%
5/7/2026 Marshall & Sterling Wealth Advisors Inc.13,340$1.10M0.7%+18.3%0.004%
5/7/2026 Little House Capital LLC115,875$9.57M2.5%+54.6%0.038%
5/7/2026 AIA Group Ltd890,071$73.49M1.1%+18.5%0.291%
5/7/2026 Windward Private Wealth Management Inc.3,800$314K0.1%-15.9%0.001%
5/7/2026 Crescent Grove Advisors LLC48,806$4.03M0.4%-6.5%0.016%
5/6/2026 Dorsey Wright & Associates32,405$2.68M0.3%N/A0.011%
5/6/2026 Bartlett & CO. Wealth Management LLC194,098$15.99M0.2%-14.6%0.063%
5/6/2026 Kesler Norman & Wride LLC4,434$366K0.1%+26.0%0.001%
5/6/2026 Zhang Financial LLC12,440$1.03M0.0%+9.3%0.004%
5/6/2026 Durante & Waters LLC90,300$7.46M5.4%-1.1%0.029%
5/6/2026 Advisortrust Partners LLC879$73K0.0%N/A0.000%
5/6/2026 Assetmark Inc.3,175,680$262.22M0.5%+46.1%1.037%
5/6/2026 Angeles Wealth Management LLC94,954$7.84M0.4%-13.4%0.031%
5/6/2026 Clearstead Trust LLC4,205$347K0.1%-12.8%0.001%
5/6/2026 Bessemer Group Inc.10,953$904K0.0%-35.2%0.004%
5/6/2026 Gerald Baker Financial Group LLC3,855$316K0.1%N/A0.001%
5/6/2026 SteelPeak Wealth LLC13,624$1.13M0.0%-1.6%0.004%
5/6/2026 Allspring Global Investments Holdings LLC421,143$34.77M0.1%-6.2%0.138%
5/6/2026 One Day In July LLC62,970$5.20M0.4%+1.8%0.021%
5/6/2026 Thayer Partners LLC MA70,640$5.83M2.8%+2.9%0.023%
5/6/2026 Independent Financial Group LLC28,134$2.32M0.1%N/A0.009%
5/6/2026 Prosperity Consulting Group LLC9,443$780K0.0%+15.3%0.003%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co5,794$478K0.0%+22.8%0.002%
5/5/2026 Quartz Partners LLC4,191$346K0.1%-10.4%0.001%
5/5/2026 Financial Harvest LLC23,088$1.91M1.1%+2.7%0.008%
5/5/2026 Wealthfront Advisers LLC1,014,778$83.79M0.2%+35.8%0.331%
5/5/2026 D.A. Davidson & CO.152,471$12.59M0.1%+15.6%0.050%
5/5/2026 Members Advisory Group LLC161,373$13.33M4.6%N/A0.053%
5/5/2026 NerdWallet Wealth Partners LLC103,691$8.56M3.7%-7.1%0.034%
5/5/2026 Midwest Professional Planners LTD.23,712$1.96M0.5%+7.2%0.008%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
5/5/2026 Bank of New York Mellon Corp5,713,736$471.78M0.1%+3.0%1.866%
5/5/2026 IMC Chicago LLC7,276$601K0.0%N/A0.002%
5/5/2026 Journey Advisory Group LLC11,600$958K0.1%-56.4%0.004%
5/5/2026 Geneos Wealth Management Inc.20,860$1.72M0.0%+18.5%0.007%
5/5/2026 Ethos Financial Group LLC8,063$665K0.0%+70.4%0.003%
5/5/2026 LFA Lugano Financial Advisors SA25,146$2.06M1.0%+2.4%0.008%
5/5/2026 SouthState Bank Corp387,632$32.01M1.5%-3.6%0.127%
5/5/2026 Advisors Preferred LLC410,623$33.91M5.0%N/A0.134%
5/5/2026 Sanctuary Advisors LLC90,453$7.47M0.0%-9.1%0.030%
5/5/2026 Sigma Planning Corp303,288$25.04M0.7%+3.0%0.099%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,460 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 1,274 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), Mizuho Markets Americas LLC ($5.51M), Raymond James Financial Inc. ($5.17M), and Bank of America Corp DE ($4.89M).

Institutional investors have bought a total of 119,239,909 shares in the last 24 months. This purchase volume represents approximately $9.88B in transactions.

Of the 653 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), The Manufacturers Life Insurance Company ($2.02M), Corient Private Wealth LLC ($1.53M), and Charles Schwab Investment Management Inc. ($1.50M).

Institutional investors have sold a total of 47,899,188 shares in the last 24 months. This volume of shares sold represents approximately $3.97B in transactions.



This page (NASDAQ:SHY) was last updated on 5/24/2026 by MarketBeat.com Staff.
From Our Partners