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

iShares 1-3 Year Treasury Bond ETF logo
$81.94 0.00 (0.00%)
As of 07/2/2026 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)
911
Total
Institutional Inflows
(last 12 months)
$9.93B
Number of
Institutional Sellers
(last 12 months)
651
Total
Institutional Outflows
(last 12 months)
$3.97B
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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
7/2/2026 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%
6/1/2026Financial 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%
5/19/2026IFS 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%
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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%
5/15/2026Northeast Financial Group Inc.3,326$275K0.1%-8.3%0.001%
5/15/2026Gateway Wealth Partners LLC27,740$2.29M0.1%+346.5%0.009%
5/15/2026Waverly Advisors LLC103,002$8.51M0.1%+48.0%0.034%
5/15/2026Vivaldi Capital Management LP4,176$345K0.0%N/A0.001%
5/14/2026Hilltop Holdings Inc.50,090$4.14M0.4%+637.2%0.016%
5/14/2026Compound Planning Inc.41,874$3.46M0.1%-6.9%0.014%
5/14/2026Klingman & Associates LLC20,279$1.67M0.1%N/A0.007%
5/14/2026Modern Wealth Management LLC469,791$38.67M0.7%+8.3%0.153%
5/14/2026Oak Associates Ltd. OH3,630$300K0.0%-62.2%0.001%
5/14/2026Mizuho Markets Americas LLC25,888$2.14M0.1%-98.5%0.008%
5/14/2026Sei Investments Co.10,142$837K0.0%+17.3%0.003%
5/14/2026Alamar Capital Management LLC113,224$9.35M5.7%N/A0.037%
5/14/2026Lido Advisors LLC929,810$76.78M0.2%+6.8%0.304%
5/13/2026Cetera Investment Advisers613,460$50.65M0.1%+6.2%0.200%
5/13/2026Wealthspire Retirement LLC211,813$17.49M1.0%+12.2%0.069%
5/13/2026American Investment Services Inc.33,825$2.79M0.6%-3.9%0.011%
5/13/2026Mizuho Markets Cayman LP650,000$53.67M2.9%-55.8%0.212%
5/13/2026Clearwater Capital Advisors LLC4,740$391K0.0%-21.9%0.002%
5/13/2026Measured Wealth Private Client Group LLC10,290$850K0.2%+5,373.4%0.003%
5/13/2026NewEdge Wealth LLC21,838$1.80M0.0%-1.1%0.007%
5/13/2026First Citizens Bank & Trust Co.70,758$5.84M0.1%-2.7%0.023%
5/13/2026Alesco Advisors LLC An ESL Co11,970$988K0.0%+31.1%0.004%
5/13/2026Transmarket Holdings LP924,845$76.36M40.8%+88.8%0.302%
5/8/2026PNC Financial Services Group Inc.2,428,740$200.54M0.1%+18.1%0.793%
5/8/2026CVS HEALTH Corp233,100$19.25M9.1%N/A0.076%
5/8/2026Cassaday & Co Wealth Management LLC875$72K0.0%N/A0.000%
5/8/2026Element Pointe Advisors LLC326,561$26.96M5.1%-2.7%0.107%
5/8/2026ESL Trust Services LLC3,060$253K0.0%+11.5%0.001%
5/7/2026Balefire LLC78,270$6.46M1.2%-40.5%0.026%
5/7/2026Parallel Advisors LLC48,401$4.00M0.1%+3.9%0.016%
5/7/2026Ironwood Investment Counsel LLC8,108$669K0.1%-21.8%0.003%
5/7/2026AlphaCentric Advisors LLC9,461$781K0.8%+171.9%0.003%
5/7/2026Marshall & Sterling Wealth Advisors Inc.13,340$1.10M0.7%+18.3%0.004%
5/7/2026Little House Capital LLC115,875$9.57M2.5%+54.6%0.038%
5/7/2026AIA Group Ltd890,071$73.49M1.1%+18.5%0.291%
5/7/2026Windward Private Wealth Management Inc.3,800$314K0.1%-15.9%0.001%
5/7/2026Crescent Grove Advisors LLC48,806$4.03M0.4%-6.5%0.016%
5/6/2026Dorsey Wright & Associates32,405$2.68M0.3%N/A0.011%
5/6/2026Bartlett & CO. Wealth Management LLC194,098$15.99M0.2%-14.6%0.063%
5/6/2026Kesler Norman & Wride LLC4,434$366K0.1%+26.0%0.001%
5/6/2026Zhang Financial LLC12,440$1.03M0.0%+9.3%0.004%
5/6/2026Durante & Waters LLC90,300$7.46M5.4%-1.1%0.029%
5/6/2026Advisortrust Partners LLC879$73K0.0%N/A0.000%
5/6/2026Assetmark Inc.3,175,680$262.22M0.5%+46.1%1.037%
5/6/2026Angeles Wealth Management LLC94,954$7.84M0.4%-13.4%0.031%
5/6/2026Clearstead Trust LLC4,205$347K0.1%-12.8%0.001%
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5/6/2026Bessemer Group Inc.10,953$904K0.0%-35.2%0.004%
5/6/2026Gerald Baker Financial Group LLC3,855$316K0.1%N/A0.001%
5/6/2026SteelPeak Wealth LLC13,624$1.13M0.0%-1.6%0.004%
5/6/2026Allspring Global Investments Holdings LLC421,143$34.77M0.1%-6.2%0.138%
5/6/2026One Day In July LLC62,970$5.20M0.4%+1.8%0.021%
5/6/2026Thayer Partners LLC MA70,640$5.83M2.8%+2.9%0.023%
5/6/2026Independent Financial Group LLC28,134$2.32M0.1%N/A0.009%
5/6/2026Prosperity Consulting Group LLC9,443$780K0.0%+15.3%0.003%
5/6/2026W.G. Shaheen & Associates DBA Whitney & Co5,794$478K0.0%+22.8%0.002%
5/5/2026Quartz Partners LLC4,191$346K0.1%-10.4%0.001%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,458 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 1,273 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 119,895,562 shares in the last 24 months. This purchase volume represents approximately $9.93B in transactions.

Of the 651 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 47,870,198 shares in the last 24 months. This volume of shares sold represents approximately $3.97B in transactions.


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This page (NASDAQ:SHY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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