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S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
S&P 500   3,948.72
DOW   32,105.25
QQQ   309.75
Chewy Stock Is Setting Up For Long-Term Profitable Growth 
Big Potential, Tiny Penny Stock (Ad)
Closing prices for crude oil, gold and other commodities
KB Home Strong Results Lift Prices
Big Potential, Tiny Penny Stock (Ad)
Trump arrested? Putin jailed? Fake AI images spread online
Lawsuit: Slurs, coercion at BBQ chain with racist history
Big Potential, Tiny Penny Stock (Ad)
Russia's security chief blasts West, dangles nuclear threats
Coinbase tumbles after SEC warns of securities violations
NASDAQ:SHY

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

$82.48
+0.24 (+0.29%)
(As of 03/23/2023 12:00 AM ET)
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Compare
Today's Range
$82.24
▼
$82.52
50-Day Range
$80.51
▼
$82.48
52-Week Range
$80.48
▼
$83.57
Volume
4.93 million shs
Average Volume
6.16 million shs
Market Capitalization
$27.90 billion
Assets Under Management
$21.73 billion
Dividend Yield
1.60%
Net Expense Ratio
0.15%

Institutional Ownership Changes (13F Filings) for iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY)

Current
Institutional Ownership
Percentage
22.85%
Number of
Institutional Buyers
(last 12 months)
929
Total
Institutional Inflows
(last 12 months)
$11.00 B
Number of
Institutional Sellers
(last 12 months)
643
Total
Institutional Outflows
(last 12 months)
$6.11 B
Skip Chart & View Institutional Buying and Selling Data

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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/8/2023Capital Asset Advisory Services LLC41,728$3.39M0.3%N/A0.012%
3/8/2023Pacific Wealth Management211,945$17.20M12.6%+0.5%0.063%
3/6/2023Rockefeller Capital Management L.P.376,962$30.60M0.2%+0.3%0.111%
3/6/2023OLD Mission Capital LLC140,120$11.37M0.3%+28.3%0.041%
3/3/2023TIAA FSB230,210$18.70M0.1%-2.0%0.068%
3/2/2023Oliver Lagore Vanvalin Investment Group28,572$2.32M1.3%-93.6%0.008%
3/1/2023Regal Investment Advisors LLC71,340$5.79M0.6%+17.3%0.021%
3/1/2023Willow Creek Wealth Management Inc.3,224$0.26M0.0%+18.1%0.001%
2/27/2023Gallagher Benefit Services Inc.12,223$0.99M0.2%N/A0.004%
2/24/2023Natixis17,246$1.40M0.0%N/A0.005%
2/23/2023Centurion Wealth Management LLC4,096$0.33M0.2%N/A0.001%
2/23/2023WC Walker & Associates Inc.8,822$0.72M0.4%+9.2%0.003%
2/22/2023Kovack Advisors Inc.7,751$0.63M0.1%+154.1%0.002%
2/22/2023Tillman Hartley LLC30,351$2.46M1.1%N/A0.009%
2/22/2023CVA Family Office LLC5,141$0.42M0.1%N/A0.002%
2/21/2023Alamar Capital Management LLC11,564$0.94M1.0%N/A0.003%
2/21/2023Northwestern Mutual Wealth Management Co.1,692,838$137.41M0.2%+35.8%0.500%
2/21/2023B. Riley Wealth Advisors Inc.156,311$12.69M0.3%+10.4%0.046%
2/21/2023Biltmore Wealth Management LLC108,788$8.83M0.0%+2.9%0.032%
2/17/2023Truist Financial Corp5,203,721$422.39M0.7%+30.7%1.538%
2/17/2023Coppell Advisory Solutions Corp.374$30K0.0%N/A0.000%
2/17/2023LaSalle St. Investment Advisors LLC46,903$3.81M1.8%N/A0.014%
2/17/2023Ascent Group LLC52,671$4.28M0.5%-57.0%0.016%
2/16/2023WealthPLAN Partners LLC5,546$0.45M0.0%N/A0.002%
2/16/2023American Trust20,472$1.66M0.2%-20.6%0.006%
2/16/2023Alpha Financial Partners LLC81,738$6.64M8.0%N/A0.024%
2/16/2023Alliancebernstein L.P.2,715,183$220.39M0.1%-32.2%0.803%
2/16/2023CreativeOne Wealth LLC307,429$24.95M1.4%-12.7%0.091%
2/16/2023FWL Investment Management LLC15,898$1.29M1.0%+65.0%0.005%
2/16/2023Financial Advocates Investment Management76,732$6.23M0.5%+40.1%0.023%
2/16/2023Pacific Financial Group Inc.25,800$2.09M1.6%+0.7%0.008%
2/16/2023Probity Advisors Inc.56,900$4.62M1.0%-0.7%0.017%
2/16/2023RFG Advisory LLC23,869$1.95M0.1%-59.0%0.007%
2/16/2023Resurgent Financial Advisors LLC1,321$0.11M0.1%N/A0.000%
2/16/2023United Capital Financial Advisers LLC641,946$52.11M0.3%+37.3%0.190%
2/16/2023Wellington Shields Capital Management LLC8,070$0.66M0.1%-55.0%0.002%
2/16/2023Harbour Investments Inc.10,232$0.83M0.1%+450.1%0.003%
2/16/2023One Capital Management LLC119,337$9.69M0.5%+5.0%0.035%
2/16/2023Gateway Wealth Partners LLC4,683$0.38M0.1%N/A0.001%
2/16/2023Chartwell Investment Partners LLC10,495$0.85M0.0%+55.8%0.003%
2/15/2023Retirement Group LLC87,544$7.11M3.4%+3,261.9%0.026%
2/15/2023Steward Partners Investment Advisory LLC76,225$6.19M0.1%+291.6%0.023%
2/15/2023CI Private Wealth LLC77,289$6.27M0.0%N/A0.023%
2/15/2023Sentinus LLC75,592$10.72M6.3%+6.8%0.022%
2/15/2023Atlas Capital Advisors LLC113,570$9.22M1.5%+1,095.9%0.034%
2/15/2023Apollon Wealth Management LLC12,261$1M0.1%-63.7%0.004%
2/15/2023WJ Wealth Management LLC2,800$0.23M0.1%N/A0.001%
2/15/2023Founders Financial Alliance LLC11,743$0.95M0.4%-6.5%0.003%
2/15/2023Captrust Financial Advisors3,934,473$319.36M1.6%-39.6%1.163%
2/15/2023Annandale Capital LLC12,643$1.03M0.3%+289.5%0.004%
2/15/2023Howe & Rusling Inc.3,763$0.31M0.0%+4.6%0.001%
2/15/2023TFB Advisors LLC12,371$1M0.8%N/A0.004%
2/15/2023Lazard Asset Management LLC6,693$0.54M0.0%-88.7%0.002%
2/15/2023SageView Advisory Group LLC9,900$0.80M0.1%N/A0.003%
2/15/2023EPG Wealth Management LLC41,052$3.33M1.3%+159.4%0.012%
2/15/2023Momentum Advisors LLC5,842$0.47M0.5%N/A0.002%
2/15/2023Claraphi Advisory Network LLC277,692$22.54M9.0%+50.1%0.082%
2/15/2023Patriot Investment Management Group Inc.57,485$4.70M0.4%+21.0%0.017%
2/15/20231832 Asset Management L.P.92,062$7.47M0.0%-89.6%0.027%
2/15/2023Chicago Wealth Management Inc.156,102$12.67M10.9%+15.7%0.046%
2/15/2023Main Management LLC257,031$20.86M2.4%-13.7%0.076%
2/15/2023PFS Investments Inc.221,176$17.95M0.3%-52.9%0.065%
2/15/2023Cerity Partners LLC278,011$22.57M0.1%+53.4%0.082%
2/15/2023Vicus Capital10,768$0.87M0.1%-2.2%0.003%
2/15/2023Financial Gravity Asset Management Inc.81$63K0.3%-94.1%0.000%
2/15/2023Toroso Investments LLC12,003$0.97M0.0%+338.7%0.004%
2/15/2023LifePro Asset Management4,577$0.37M0.3%-19.5%0.001%
2/15/2023Staley Capital Advisers Inc.13,000$1.06M0.1%-10.7%0.004%
2/15/2023Swmg LLC27,550$2.24M1.4%+38.8%0.008%
2/15/2023Sanctuary Wealth Management L.L.C.464,805$37.73M44.0%+3.3%0.137%
2/15/2023Shepherd Financial Partners LLC130,446$10.59M1.9%+3.6%0.039%
2/15/2023Smith Anglin Financial LLC2,718$0.22M0.0%-32.9%0.001%
2/15/2023Sovereign Financial Group Inc.5,030$0.41M0.2%+32.0%0.001%
2/15/2023Stokes Family Office LLC2,501$0.20M0.0%N/A0.001%
2/15/2023Stonebridge Capital Advisors LLC555$45K0.0%+55,400.0%0.000%
2/15/2023Laidlaw Wealth Management LLC8,428$0.68M0.1%+4.6%0.002%
2/15/2023Millennium Management LLC54,099$4.39M0.0%+82.2%0.016%
2/15/2023Money Concepts Capital Corp54,793$4.45M0.2%-93.3%0.016%
2/15/2023Morgan Stanley20,028,074$1.63B0.2%+16.9%5.920%
2/15/2023Mariner LLC207,786$16.87M0.1%+3.5%0.061%
2/15/2023Mount Lucas Management LP328,801$26.69M8.7%-66.8%0.097%
2/15/2023Eagle Asset Management Inc.13,562$1.10M0.0%-35.2%0.004%
2/15/2023Evergreen Capital Management LLC636,437$51.66M2.4%-34.8%0.188%
2/15/2023Eqis Capital Management Inc.42,084$3.42M0.4%-16.1%0.012%
2/15/2023Equitable Holdings Inc.82,325$6.68M0.1%-2.0%0.024%
2/15/2023Essential Planning LLC.80,040$6.03M4.6%-0.9%0.024%
2/15/2023Flow Traders U.S. LLC248,229$20.15M1.0%+980.0%0.073%
2/15/2023FinTrust Capital Advisors LLC40,169$3.26M0.8%-20.5%0.012%
2/15/2023First Capital Advisors Group LLC.18,288$1.48M1.0%+9.9%0.005%
2/15/2023Fort Point Capital Partners LLC3,111$0.25M0.0%-18.2%0.001%
2/15/2023Aua Capital Management LLC65,282$5.30M3.6%+0.9%0.019%
2/15/2023American Planning Services Inc.3,900$0.32M0.3%+97,400.0%0.001%
2/15/2023Ancora Advisors LLC119,345$9.69M0.3%+203.9%0.035%
2/15/2023Apexium Financial LP25,073$2.04M0.2%-13.8%0.007%
2/15/2023Atlas Private Wealth Advisors20,827$1.69M0.9%N/A0.006%
2/15/2023Azimuth Capital Investment Management LLC6,611$0.54M0.0%+7.8%0.002%
2/15/2023Axxcess Wealth Management LLC366,511$29.75M2.5%+27.1%0.108%
2/15/2023ICA Group Wealth Management LLC1,160$94K0.0%N/A0.000%
2/14/2023Delos Wealth Advisors LLC2,435$0.20M0.3%-71.5%0.001%
2/14/2023Family Management Corp325,134$26.39M6.4%+37,838.6%0.096%
(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, 1,265 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($900.37B), Private Advisor Group LLC ($13.19B), B. Riley Wealth Management Inc. ($6.88B), K.J. Harrison & Partners Inc ($2.42B), Morgan Stanley ($1.63B), Bank of America Corp DE ($1.46B), and JPMorgan Chase & Co. ($1.24B).Learn more on SHY's institutional investors.

What percentage of iShares 1-3 Year Treasury Bond ETF stock is owned by institutional investors?

22.85% 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 1,113 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: JPMorgan Chase & Co. ($16.32M), Balentine LLC ($8.50M), Captrust Financial Advisors ($7.26M), US Bancorp DE ($6.03M), Bank of Montreal Can ($5.31M), Morgan Stanley ($5.08M), and Bank of New York Mellon Corp ($5.05M).

How much institutional buying is happening at iShares 1-3 Year Treasury Bond ETF?

Institutional investors have bought a total of 184,320,437 shares in the last 24 months. This purchase volume represents approximately $15.32B in transactions.

Which iShares 1-3 Year Treasury Bond ETF major shareholders have been selling company stock?

Of the 794 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. ($15.82M), JPMorgan Chase & Co. ($11.91M), Stifel Financial Corp ($3.51M), Ritholtz Wealth Management ($3.19M), Members Trust Co ($2.96M), Captrust Financial Advisors ($2.58M), and Envestnet Asset Management Inc. ($2.01M).

How much institutional selling is happening at iShares 1-3 Year Treasury Bond ETF?

Institutional investors have sold a total of 97,737,455 shares in the last 24 months. This volume of shares sold represents approximately $8.10B in transactions.

This page (NASDAQ:SHY) was last updated on 3/24/2023 by MarketBeat.com Staff