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

iShares 1-3 Year Treasury Bond ETF logo
$81.85 +0.08 (+0.10%)
As of 07/24/2026 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)
872
Total
Institutional Inflows
(last 12 months)
$5.80B
Number of
Institutional Sellers
(last 12 months)
623
Total
Institutional Outflows
(last 12 months)
$3.88B
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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
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%0.078%
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%
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%0.251%
7/8/2026 Beacon Financial Strategies CORP460$38K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC31,008$2.55M0.1%+2.0%0.010%
7/8/2026 First Heartland Consultants Inc.94,638$7.77M0.5%+2.7%0.031%
7/8/2026 Brave Asset Management Inc.31,032$2.55M0.5%N/A0.010%
7/8/2026 Factor Wealth Management LTD8,856$727K0.1%-19.0%0.003%
7/8/2026 NerdWallet Wealth Partners LLC117,175$9.62M3.3%+13.0%0.038%
7/8/2026 Apella Capital LLC35,710$2.92M0.0%-14.9%0.012%
7/8/2026 Evanson Financial LLC12,905$1.06M0.1%N/A0.004%
7/8/2026 Israel Discount Bank of New York25,067$2.06M3.8%+13.0%0.008%
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7/8/2026 Chapin Davis Inc.13,950$1.15M0.2%+2.3%0.005%
7/7/2026 180 Wealth Advisors LLC7,387$607K0.1%-6.0%0.002%
7/7/2026 JGP Wealth Management LLC48,915$4.02M0.4%+5.8%0.016%
7/7/2026 Balefire LLC57,296$4.71M0.8%-26.8%0.019%
7/7/2026 Dynamic Advisor Solutions LLC261,185$21.45M0.6%+7.0%0.084%
7/7/2026 Martin Capital Partners LLC45,006$3.70M1.4%-2.8%0.015%
7/7/2026 GK Wealth Management LLC4,220$346K0.2%N/A0.001%
7/7/2026 Avior Wealth Management LLC21,417$1.76M0.0%+80.6%0.007%
7/7/2026 Mader & Shannon Wealth Management Inc.252,127$20.70M9.7%+0.3%0.081%
7/7/2026 Harbor Investment Advisory LLC37,894$3.11M0.2%-1.8%0.012%
7/7/2026 Epiq Partners LLC6,996$574K0.2%+159.4%0.002%
7/7/2026 Pathway Financial Advisors LLC4,400$361K0.0%N/A0.001%
7/6/2026 Stonebridge Financial Group LLC20,245$1.66M0.1%-5.8%0.007%
7/6/2026 Private Client Services LLC8,198$673K0.2%-13.3%0.003%
7/6/2026 RDA Financial Network13,111$1.08M0.2%+15.4%0.004%
7/6/2026 Dogwood Wealth Management LLC111,404$9.15M3.6%+3.7%0.036%
7/2/2026 CX Institutional894,736$73.47M2.1%+118.8%0.290%
7/1/2026 Noble Wealth Management PBC4,149$341K0.2%-23.1%0.001%
7/1/2026 Beacon Wealthcare LLC105,748$8.68M2.8%+2.2%0.035%
6/30/2026VectorGlobal IAG Inc.3,291$272K0.1%N/A0.001%
6/25/2026Hamilton Wealth LLC1,955$161K0.0%N/A0.001%
6/8/2026Farmers National Bank7,499$619K0.1%-11.3%0.002%
6/4/2026Town Capital LLC21,255$1.76M1.4%N/A0.007%
6/3/2026Parallel Advisors LLC48,401$4.00M0.1%+3.9%0.016%
6/3/2026NewEdge Advisors LLC296,762$24.50M0.1%+98.7%0.097%
6/2/2026Blue Edge Capital LLC22,798$1.88M0.2%+51.5%0.007%
6/1/2026 Financial Solutions Advisory Group Inc.3,400$281K0.0%N/A0.001%
6/1/2026Keel Point LLC54,790$4.52M0.3%+42.7%0.018%
5/29/2026Asset Dedication LLC485$40K0.0%-79.7%0.000%
5/28/2026Blue Fin Capital Inc.50,218$4.15M0.7%+45.2%0.016%
5/27/2026Capasso Planning Partners LLC74,705$6.17M3.3%+4.9%0.024%
5/26/2026Axiom Investment Management LLC1,001$83K0.1%N/A0.000%
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%
5/20/2026Cadia Private Client LLC15,020$1.24M1.0%-4.4%0.005%
5/20/2026Hobbs Group Advisors LLC11,258$930K0.3%-10.8%0.004%
5/20/2026Arete Wealth Advisors LLC59,390$4.90M0.3%+422.8%0.019%
5/20/2026Leigh Baldwin & CO. LLC14,472$1.20M0.8%+4.9%0.005%
5/20/2026Norris Financial Group LLC4,482$370K0.1%N/A0.001%
5/19/2026Western Wealth Management LLC42,415$3.50M0.1%+456.5%0.014%
5/19/2026Eley Financial Management Inc100,280$8.28M2.9%+2.6%0.033%
5/19/2026Silicon Valley Capital Partners511,999$42.28M4.1%-3.8%0.167%
5/19/2026Bank of America Corp DE15,649,532$1.29B0.1%+28.3%5.111%
5/19/2026Hamilton Wealth LLC1,955$161K0.0%N/A0.001%
5/19/2026Edgestream Partners L.P.12,562$1.04M0.0%-78.6%0.004%
5/19/2026Centaurus Financial Inc.2,604$215K0.0%+6.8%0.001%
5/19/2026Strategic Investment Advisors MI321,540$26.56M1.8%+82.0%0.105%
5/19/2026Ashton Thomas Securities LLC362$30K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors39,326$3.25M0.1%-7.2%0.013%
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5/19/2026 IFS Group LLC10,500$867K0.8%N/A0.003%
5/19/2026Arete Wealth Advisors LLC59,390$4.90M0.3%+422.8%0.019%
5/18/2026Guardian Partners Inc.17,889$1.48M0.1%+29.7%0.006%
5/18/2026Amundi669,900$55.31M0.0%0.0%0.219%
5/18/2026Royal Bank of Canada3,515,652$290.29M0.1%-1.4%1.148%
5/18/2026Eley Financial Management Inc91,233$7.53M2.7%-6.6%0.030%
5/16/2026American Capital Management Inc.26,490$2.19M0.1%N/A0.009%
5/16/2026The Manufacturers Life Insurance Company 1,090,879$90.07M0.1%-51.3%0.356%
5/16/2026Glen Eagle Advisors LLC7,719$637K0.1%-4.5%0.003%
5/16/2026Lazard Asset Management LLC17,392$1.44M0.0%-2.6%0.006%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,453 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 1,267 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 69,969,007 shares in the last 24 months. This purchase volume represents approximately $5.80B in transactions.

Of the 616 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 46,882,949 shares in the last 24 months. This volume of shares sold represents approximately $3.88B in transactions.


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This page (NASDAQ:SHY) was last updated on 7/25/2026 by MarketBeat.com Staff.
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