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

iShares 1-3 Year Treasury Bond ETF logo
$81.19 +0.02 (+0.02%)
Closing price 10/13/2026 04:00 PM Eastern
Extended Trading
$81.13 -0.06 (-0.08%)
As of 10/13/2026 07:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
$4.70B
Number of
Institutional Sellers
(last 12 months)
562
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
10/13/2026Twele Capital Management Inc.5,356$435K0.1%N/A0.002%
10/13/2026NorthCrest Asset Manangement LLC65,719$5.34M0.1%+19.6%0.020%
10/13/2026Avior Wealth Management LLC21,165$1.72M0.0%N/A0.006%
10/13/2026JGP Wealth Management LLC80,998$6.58M0.6%+65.6%0.025%
10/10/2026Councilor Wealth LLC22,436$1.82M0.8%-3.3%0.007%
10/10/2026Freestate Advisors LLC17,592$1.43M1.1%-2.3%0.005%
10/10/2026Castleview Partners LLC3,753$305K0.1%+9.2%0.001%
10/9/2026Biltmore Wealth Management LLC5,777$469K0.1%N/A0.002%
10/9/2026GK Wealth Management LLC5,471$444K0.2%+29.6%0.002%
10/9/2026Balefire LLC52,893$4.30M0.7%-7.7%0.016%
10/9/2026Camelot Technology Advisors Inc.23,555$1.91M1.3%+10.1%0.007%
10/9/2026Avaii Wealth Management LLC3,756$304K0.1%+6.8%0.001%
10/9/2026Chapin Davis Inc.14,046$1.14M0.2%N/A0.004%
10/9/2026Diversified Management Inc.7,228$587K0.1%N/A0.002%
10/9/2026Acropolis Investment Management LLC6,580$534K0.0%N/A0.002%
10/9/2026First Heartland Consultants Inc.126,337$10.26M0.7%N/A0.038%
10/8/2026Factor Wealth Management LTD8,052$654K0.1%-9.1%0.002%
10/8/2026Invariant Investment Management107,818$8.74M5.1%+0.8%0.033%
10/8/2026Independence Financial Advisors LLC9,256$752K0.2%-24.4%0.003%
10/8/2026Farther Finance Advisors LLC513,367$41.69M0.3%+9.5%0.158%
10/8/2026CoreCap Advisors LLC6,992$568K0.0%-10.5%0.002%
10/8/2026Atwood & Palmer Inc.766,834$62.27M3.3%N/A0.236%
10/8/2026Titleist Asset Management LLC21,017$1.71M0.1%+74.3%0.006%
10/8/2026Apella Capital LLC152,694$12.39M0.2%+327.6%0.047%
10/8/2026Avidian Wealth Enterprises LLC7,005$569K0.0%N/A0.002%
10/8/2026LWM Advisors Inc.120,443$9.78M7.4%-1.2%0.037%
10/8/2026Tactive Advisors LLC38,348$3.11M0.8%+94.6%0.012%
10/8/2026Whalen Wealth Management Inc.4,393$357K0.2%-83.6%0.001%
10/8/2026Buska Wealth Management LLC17,722$1.44M0.5%+37.3%0.005%
10/8/2026Martin Capital Partners LLC45,903$3.73M1.2%+2.0%0.014%
10/7/2026KFA Private Wealth Group LLC91,782$7.45M1.8%-17.0%0.028%
10/7/2026Cooper Financial Group24,439$1.98M0.2%+4.2%0.008%
10/7/2026Whitcomb & Hess Inc.26,033$2.11M0.5%+7.6%0.008%
10/7/2026Canandaigua National Trust Co of Florida15,806$1.28M0.7%N/A0.005%
10/7/2026Epiq Partners LLC4,926$400K0.2%-29.6%0.002%
10/7/2026Wealth Enhancement Trust Services Inc.65,541$5.32M0.6%+256.1%0.020%
10/7/2026Benedict Financial Advisors Inc.8,989$730K0.1%N/A0.003%
10/7/2026Lake Hills Wealth Management LLC121,755$9.89M4.6%-2.4%0.038%
10/7/2026SigFig Wealth Management LLC54,867$4.46M0.1%-4.9%0.017%
10/7/2026First Community Trust NA4,457$362K0.1%N/A0.001%
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10/7/2026Weaver Consulting Group5,447$442K0.1%-4.0%0.002%
10/5/2026Acima Private Wealth LLC3,049$248K0.1%N/A0.001%
10/5/2026Horizons Wealth Management1,323$107K0.1%N/A0.000%
10/5/2026Tompkins Financial Corp1,100$89K0.0%N/A0.000%
10/5/2026Eastern Bank2,867$233K0.0%N/A0.001%
10/5/2026Rockland Trust Co.15,459$1.26M0.0%N/A0.005%
10/5/2026MassMutual Private Wealth & Trust FSB13,551$1.10M0.0%N/A0.004%
10/2/2026 Boltwood Capital Management88,031$7.15M1.6%N/A0.027%
10/2/2026 CX Institutional9,555$776K0.0%-98.9%0.003%
10/2/2026 Beacon Wealthcare LLC122,440$9.94M3.2%+15.8%0.038%
10/1/2026 Noble Wealth Management PBC3,199$260K0.1%-22.9%0.001%
10/1/2026 Montecito Bank & Trust6,223$505K0.1%N/A0.002%
10/1/2026 Stonebridge Financial Group LLC19,571$1.59M0.1%-3.3%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.254,998$20.94M0.1%+122.2%0.079%
9/23/2026Envestnet Asset Management Inc.3,345,948$274.74M0.0%-6.8%1.046%
9/21/2026Silicon Valley Capital Partners576,059$47.30M4.3%+12.5%0.180%
9/15/2026Cherry Tree Wealth Management LLC5,541$455K0.1%-4.2%0.002%
9/15/2026SkyView Investment Advisors LLC1,000$82K0.1%N/A0.000%
9/9/2026Core Capital Management & Research inc.192,124$15.75M8.3%N/A0.063%
9/9/2026The Manufacturers Life Insurance Company3,545,364$291.11M0.1%+225.0%1.157%
9/9/2026Blue Edge Capital LLC264,332$21.70M2.6%+1,059.5%0.086%
9/9/2026Sequoia Financial Advisors LLC20,811$1.71M0.0%+14.2%0.007%
9/9/2026Tidal Investments LLC65,859$5.41M0.0%-34.0%0.022%
9/9/2026Van Hulzen Asset Management LLC50,112$4.12M0.3%-4.5%0.016%
9/9/2026Bienville Capital Management LLC66,573$5.47M0.7%+85.4%0.022%
9/9/2026Archford Capital Strategies LLC29,001$2.38M0.2%-81.4%0.009%
9/9/2026Gemmer Asset Management LLC52,598$4.32M0.3%-3.0%0.017%
9/9/2026Capital Analysts LLC34,216$2.81M0.1%+6.4%0.011%
9/9/2026NorthRock Partners LLC4,087$336K0.0%-3.7%0.001%
9/9/2026Integrated Wealth Concepts LLC143,218$11.76M0.1%-2.8%0.047%
9/9/2026Community Bank N.A.30,669$2.52M0.3%-2.1%0.010%
9/9/2026RFG Advisory LLC36,097$2.96M0.0%+3.3%0.012%
9/9/2026NewEdge Advisors LLC255,245$20.96M0.1%-14.0%0.083%
9/9/2026Pointe Capital Management LLC136,813$11.23M5.0%+15.4%0.045%
9/9/2026IFP Advisors Inc180,492$14.82M0.3%+16.6%0.059%
9/9/2026Squarepoint Ops LLC8,136$668K0.0%N/A0.003%
9/9/2026Baird Financial Group Inc.303,706$24.94M0.0%+5.5%0.099%
9/9/2026BayBridge Capital Group LLC112,758$9.26M4.8%+27.2%0.037%
9/8/2026Hudock Inc.43,860$3.60M0.5%+0.6%0.014%
9/8/2026Allworth Financial LP35,039$2.88M0.0%-11.6%0.011%
9/8/2026Powerhouse Assets LLC3,046$250K0.2%-4.2%0.001%
9/8/2026Edge Wealth Management LLC393,457$32.31M5.2%+0.8%0.128%
9/8/2026Waverly Advisors LLC107,804$8.85M0.1%+4.7%0.035%
9/3/2026Anchor Capital Advisors LLC400,907$32.92M0.6%+0.5%0.131%
9/2/2026Range Advisory LLC116,043$9.53M1.1%+58.3%0.038%
9/2/2026Allianz Asset Management GmbH134,928$11.08M0.0%+59.2%0.044%
8/31/2026Alternative Investment Advisors LLC.4,769$392K0.1%-10.5%0.002%
8/27/2026Corient Private Wealth LP326,906$26.84M0.0%-8.1%0.107%
8/26/2026Principia Wealth Advisory LLC2,347$193K0.0%+1,280.6%0.001%
8/23/2026DMC Group LLC8,080$663K0.5%+18.6%0.003%
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8/23/2026Ameritas Advisory Services LLC53,806$4.42M0.1%+38.2%0.018%
8/23/2026Henrickson Nauta Wealth Advisors Inc.7,791$640K0.2%-6.9%0.003%
8/23/2026PCG Wealth Advisors LLC2,833$233K0.1%-51.2%0.001%
8/23/2026Midwest Heritage Bank FSB104,873$8.61M2.4%+3.9%0.034%
8/23/2026HB Wealth Management LLC26,303$2.16M0.0%+4.9%0.009%
8/23/2026Hutchens & Kramer Investment Management Group LLC17,560$1.44M0.4%+4.2%0.006%
8/23/2026Semitam Bonam LLC66,497$5.46M4.0%+3.2%0.022%
8/23/2026Angeles Wealth Management LLC104,938$8.62M0.3%+10.5%0.034%
8/22/2026Compass Financial Management LLC1,612$132K0.0%N/A0.001%
8/22/2026NI Acquisitions Company LLC1,736$143K0.1%N/A0.001%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,433 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 1,241 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 56,777,787 shares in the last 24 months. This purchase volume represents approximately $4.70B in transactions.

Of the 562 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 CX Institutional ($885.18K).

Institutional investors have sold a total of 38,428,283 shares in the last 24 months. This volume of shares sold represents approximately $3.18B 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 10/13/2026. New 13F filings are added each quarter as they're published.
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