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

$82.13

+0.11 (+0.13%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Headlines Holdings Options Chain Ownership Short Interest Trends

Current Institutional Ownership Percentage: 23.62%
Number of Institutional Buyers (last 12 months): 723
Total Institutional Inflows (last 12 months): $5.31B

Number of Institutional Sellers (last 12 months): 663
Total Institutional Outflows (last 12 months): $3.90B

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SHY Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Ballast Advisors LLC	5,537	$452K	0.1%	-11.7%	0.002%
7/26/2024	Durante & Waters LLC	80,946	$6.61M	5.9%	+8.7%	0.028%
7/26/2024	ABLE Financial Group LLC	12,732	$1.04M	0.4%	N/A	0.004%
7/26/2024	WealthShield Partners LLC	20,968	$1.71M	0.3%	+1.9%	0.007%
7/26/2024	Checchi Capital Advisers LLC	63,531	$5.19M	0.3%	-7.9%	0.022%
7/26/2024	Financial Connections Group Inc.	385	$31K	0.0%	N/A	0.000%
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7/26/2024	Park Edge Advisors LLC	34,563	$2.82M	0.9%	-23.4%	0.012%
7/26/2024	Sterling Manor Financial LLC	61,593	$5.03M	3.8%	-0.6%	0.021%
7/26/2024	Patriot Financial Group Insurance Agency LLC	2,758	$225K	0.0%	+5.0%	0.001%
7/26/2024	Atomi Financial Group Inc.	29,812	$2.43M	0.2%	+31.8%	0.010%
7/26/2024	Wealth Advisory Solutions LLC	19,400	$1.58M	0.4%	-2.5%	0.007%
7/26/2024	Signature Estate & Investment Advisors LLC	4,948	$404K	0.0%	+15.9%	0.002%
7/26/2024	Davis Rea LTD.	11,040	$901K	0.5%	N/A	0.004%
7/26/2024	Shaker Investments LLC OH	2,579	$211K	0.1%	-6.5%	0.001%
7/26/2024	SlateStone Wealth LLC	3,229	$264K	0.0%	-25.2%	0.001%
7/26/2024	Rational Advisors LLC	825	$67K	0.0%	N/A	0.000%
7/26/2024	Verdence Capital Advisors LLC	4,939	$403K	0.0%	-3.6%	0.002%
7/26/2024	AlphaCentric Advisors LLC	7,016	$573K	0.4%	+28.5%	0.002%
7/26/2024	Bank of New York Mellon Corp	4,515,878	$368.72M	0.1%	-0.7%	1.535%
7/26/2024	Salomon & Ludwin LLC	83,315	$6.86M	0.8%	-18.7%	0.028%
7/26/2024	Patten Group Inc.	17,144	$1.40M	0.3%	-0.8%	0.006%
7/25/2024	Addison Capital Co	12,685	$1.04M	0.4%	+80.0%	0.004%
7/25/2024	AMG National Trust Bank	16,413	$1.34M	0.0%	+240.2%	0.006%
7/25/2024	EQ LLC	13,800	$1.13M	0.7%	N/A	0.005%
7/25/2024	Clear Creek Financial Management LLC	12,664	$1.03M	0.1%	-15.7%	0.004%
7/25/2024	Atlantic Union Bankshares Corp	4,705	$384K	0.0%	N/A	0.002%
7/24/2024	Family Firm Inc.	26,089	$2.13M	0.2%	-12.9%	0.009%
7/24/2024	White Pine Investment CO	106,257	$8.68M	2.5%	+4.1%	0.036%
7/24/2024	Premier Path Wealth Partners LLC	89,128	$7.28M	1.2%	+3.2%	0.030%
7/24/2024	Charter Oak Capital Management LLC	32,539	$2.66M	0.3%	-9.8%	0.011%
7/24/2024	Secure Asset Management LLC	7,528	$615K	0.1%	+2.0%	0.003%
7/24/2024	Avalon Capital Management	30,676	$2.51M	0.8%	N/A	0.010%
7/24/2024	My Legacy Advisors LLC	11,757	$960K	0.3%	N/A	0.004%
7/24/2024	DT Investment Partners LLC	135,975	$11.10M	1.0%	+5.7%	0.046%
7/24/2024	&PARTNERS	81,759	$6.68M	0.3%	+348.7%	0.028%
7/24/2024	MN Wealth Advisors LLC	6,771	$553K	0.3%	N/A	0.002%
7/23/2024	Geneos Wealth Management Inc.	54,647	$4.46M	0.2%	+6.5%	0.019%
7/23/2024	Bridge Advisory LLC	9,224	$753K	0.4%	-9.2%	0.003%
7/23/2024	HTLF Bank	86,200	$7.04M	0.8%	-4.8%	0.029%
7/23/2024	St. James Investment Company LLC	13,890	$1.13M	0.2%	-2.4%	0.005%
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7/23/2024	PSI Advisors LLC	116,334	$9.50M	3.0%	N/A	0.040%
7/23/2024	Koa Wealth Management LLC	55,561	$4.54M	3.8%	+15.6%	0.019%
7/23/2024	Traphagen Investment Advisors LLC	325,609	$26.59M	2.9%	-9.7%	0.111%
7/23/2024	Concourse Financial Group Securities Inc.	38,243	$3.12M	0.2%	-27.2%	0.013%
7/23/2024	Perennial Advisors LLC	21,718	$1.77M	0.4%	+4.4%	0.007%
7/23/2024	Rockland Trust Co.	11,475	$937K	0.0%	+1.6%	0.004%
7/23/2024	TFC Financial Management Inc.	106,273	$8.68M	1.5%	+16.3%	0.036%
7/23/2024	Vicus Capital	11,025	$900K	0.1%	+3.8%	0.004%
7/23/2024	Windward Private Wealth Management Inc.	5,841	$477K	0.2%	-3.0%	0.002%
7/23/2024	Bank Hapoalim BM	2,663	$217K	0.0%	-7.1%	0.001%
7/23/2024	Diversified Portfolios Inc.	6,917	$565K	0.1%	-4.9%	0.002%
7/23/2024	Crescent Grove Advisors LLC	25,494	$2.08M	0.2%	-25.6%	0.009%
7/22/2024	Atria Wealth Solutions Inc.	140,587	$11.48M	0.1%	-6.1%	0.048%
7/22/2024	Capital Advisory Group Advisory Services LLC	25,654	$2.10M	0.9%	+17.1%	0.009%
7/22/2024	Bay Rivers Group	3,243	$265K	0.1%	N/A	0.001%
7/22/2024	Flagship Private Wealth LLC	7,183	$586K	0.3%	-49.9%	0.002%
7/22/2024	BlueDrive Global Investors LLP	131,408	$10.73M	12.2%	+269.9%	0.045%
7/22/2024	Fifth Third Bancorp	299,742	$24.47M	0.1%	-16.2%	0.102%
7/22/2024	RTD Financial Advisors Inc.	2,946	$241K	0.0%	N/A	0.001%
7/22/2024	Veracity Capital LLC	30,251	$2.47M	1.0%	-7.5%	0.010%
7/22/2024	Graybill Wealth Management LTD.	99,894	$8.16M	3.3%	+1.1%	0.034%
7/22/2024	Matson Money. Inc.	1,388,454	$113.37M	3.8%	+1.5%	0.473%
7/22/2024	Krilogy Financial LLC	10,765	$879K	0.1%	-3.8%	0.004%
7/22/2024	Legacy Capital Group California Inc.	3,346	$273K	0.1%	-10.7%	0.001%
7/22/2024	Horizons Wealth Management	2,220	$182K	0.1%	-44.3%	0.001%
7/22/2024	Focus Financial Network Inc.	96,630	$7.92M	0.3%	-3.6%	0.033%
7/22/2024	Hobbs Group Advisors LLC	12,318	$1.01M	0.4%	N/A	0.004%
7/22/2024	Perfromance Wealth Partners LLC	44,552	$3.64M	0.1%	-14.7%	0.015%
7/22/2024	Dakota Wealth Management	223,018	$18.21M	0.4%	+8.9%	0.076%
7/20/2024	First Horizon Advisors Inc.	39,864	$3.26M	0.1%	+49.2%	0.014%
7/20/2024	Capital Investment Services of America Inc.	149,910	$12.24M	1.2%	-1.5%	0.051%
7/20/2024	Continuum Advisory LLC	17,041	$1.39M	0.2%	-6.2%	0.006%
7/20/2024	Raymond James Financial Services Advisors Inc.	1,658,189	$135.39M	0.2%	+5.3%	0.565%
7/20/2024	Apollon Wealth Management LLC	29,826	$2.44M	0.1%	-27.2%	0.010%
7/20/2024	Zhang Financial LLC	10,343	$844K	0.1%	-4.3%	0.004%
7/19/2024	MONECO Advisors LLC	8,504	$694K	0.1%	+3.8%	0.003%
7/19/2024	CPR Investments Inc.	43,107	$3.52M	2.9%	-18.5%	0.015%
7/19/2024	Chesley Taft & Associates LLC	31,404	$2.56M	0.1%	-4.0%	0.011%
7/19/2024	Raymond James & Associates	3,021,899	$246.74M	0.2%	+9.1%	1.030%
7/19/2024	MBL Wealth LLC	159,529	$13.03M	1.5%	-27.6%	0.055%
7/19/2024	Values First Advisors Inc.	37,761	$3.08M	1.8%	+4.6%	0.013%
7/19/2024	ARS Wealth Advisors Group LLC	7,287	$595K	0.1%	-3.2%	0.003%
7/19/2024	Well Done LLC	60,964	$4.98M	1.0%	+41.8%	0.021%
7/18/2024	Gradient Investments LLC	963	$79K	0.0%	+1,316.2%	0.000%
7/18/2024	Brookstone Capital Management	130,300	$10.69M	0.2%	-35.0%	0.045%
7/18/2024	Rovin Capital UT ADV	31,902	$2.61M	1.1%	N/A	0.011%
7/18/2024	Stanley Laman Group Ltd.	3,368	$275K	0.0%	N/A	0.001%
7/18/2024	Portside Wealth Group LLC	21,902	$1.79M	0.3%	-52.8%	0.008%
7/18/2024	Pure Financial Advisors LLC	79,871	$6.52M	0.2%	-0.4%	0.027%
7/18/2024	TriaGen Wealth Management LLC	16,709	$1.36M	0.5%	+5.5%	0.006%
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7/18/2024	Miracle Mile Advisors LLC	4,801	$392K	0.0%	+67.5%	0.002%
7/18/2024	4J Wealth Management LLC	25,421	$2.08M	1.7%	-9.4%	0.009%
7/17/2024	Midwest Heritage Bank FSB	67,991	$5.55M	2.8%	+7.5%	0.023%
7/17/2024	DeDora Capital Inc.	8,483	$693K	0.2%	-3.3%	0.003%
7/17/2024	Priebe Wealth Holdings LLC	8,326	$680K	0.5%	+7.4%	0.003%
7/17/2024	Welch Group LLC	14,020	$1.15M	0.1%	+14.3%	0.005%
7/17/2024	Archford Capital Strategies LLC	32,151	$2.63M	0.4%	+3.0%	0.011%
7/17/2024	Leavell Investment Management Inc.	69,964	$5.71M	0.3%	-0.9%	0.024%
7/17/2024	West Paces Advisors Inc.	21,504	$1.76M	0.5%	-29.0%	0.007%
7/17/2024	180 Wealth Advisors LLC	6,769	$554K	0.1%	-4.8%	0.002%

(Data available from 1/1/2016 forward)

SHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHY shares?: During the previous two years, 1,416 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($6.88B), JPMorgan Chase & Co. ($2.01B), Morgan Stanley ($1.97B), Bank of America Corp DE ($1.29B), BlackRock Inc. ($915.10M), Balentine LLC ($666.02M), and UBS Group AG ($508.84M).Learn more on SHY's institutional investors.
What percentage of iShares 1-3 Year Treasury Bond ETF stock is owned by institutional investors?: 23.62% of iShares 1-3 Year Treasury Bond ETF stock is owned by institutional investors. Learn more on SHY's institutional investor holdings.
Which institutional investors have been buying iShares 1-3 Year Treasury Bond ETF stock?: Of the 1,219 institutional investors that purchased iShares 1-3 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($12.92M), JPMorgan Chase & Co. ($11.84M), Bank of Montreal Can ($11.16M), Balentine LLC ($9.88M), US Bancorp DE ($5.04M), Bank of New York Mellon Corp ($4.76M), and Captrust Financial Advisors ($4.59M).

How much institutional buying is happening at iShares 1-3 Year Treasury Bond ETF?: Institutional investors have bought a total of 194,632,117 shares in the last 24 months. This purchase volume represents approximately $28.07B in transactions.
Which iShares 1-3 Year Treasury Bond ETF major shareholders have been selling company stock?: Of the 979 institutional investors that sold iShares 1-3 Year Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($17.23M), Ritholtz Wealth Management ($4.48M), US Bancorp DE ($4.38M), Envestnet Asset Management Inc. ($4.20M), Ameriprise Financial Inc. ($3.93M), JPMorgan Chase & Co. ($3.89M), and Members Trust Co ($3.83M).
How much institutional selling is happening at iShares 1-3 Year Treasury Bond ETF?: Institutional investors have sold a total of 123,187,601 shares in the last 24 months. This volume of shares sold represents approximately $17.53B in transactions.