Free Trial

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

$81.47
+0.11 (+0.14%)
(As of 04:33 PM ET)

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

Current
Institutional Ownership
Percentage
23.62%
Number of
Institutional Buyers
(last 12 months)
741
Total
Institutional Inflows
(last 12 months)
$5.65B
Number of
Institutional Sellers
(last 12 months)
676
Total
Institutional Outflows
(last 12 months)
$4.21B
Get SHY Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 1-3 Year Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SHY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/11/2024 EverSource Wealth Advisors LLC2,713$220K0.0%N/A0.001%
6/10/2024 Hamilton Wealth LLC55,559$4.54M1.4%+8.1%0.018%
6/5/2024 Objective Capital Management LLC11,433$935K0.6%+36.6%0.004%
6/4/2024 Tactive Advisors LLC19,740$1.61M0.9%N/A0.007%
5/30/2024 Cambridge Trust Co.1,873$153K0.0%-44.8%0.001%
5/30/2024 Motiv8 Investments LLC37,714$3.08M2.4%+46.8%0.013%
5/30/2024 Peninsula Wealth LLC3,973$325K0.0%N/A0.001%
5/24/2024 Cetera Advisor Networks LLC318,965$26.09M0.1%+23.2%0.106%
5/24/2024 Cetera Advisors LLC128,669$10.52M0.1%+84.5%0.043%
5/24/2024 Cetera Investment Advisers540,428$44.20M0.1%+17.4%0.180%
5/23/2024 Dock Street Asset Management Inc.110,446$9.03M1.4%+7.9%0.037%
5/23/2024 Community Trust & Investment Co.27,880$2.28M0.2%+4.4%0.009%
5/21/2024 Atria Investments Inc128,815$10.53M0.1%+81.7%0.043%
5/20/2024 Independent Wealth Network Inc.25,817$2.11M1.0%+2.5%0.009%
5/20/2024Strategic Wealth Partners Ltd.10,665$872K0.1%-9.8%0.004%
5/17/2024 Citizens Financial Group Inc. RI48,140$3.94M0.1%+13.8%0.016%
5/17/2024 Walleye Trading LLC2,467$202K0.0%N/A0.001%
5/17/2024 New Covenant Trust Company N.A.1,351$110K0.1%N/A0.000%
5/17/2024 William Howard & Co Financial Advisors Inc20,169$1.65M1.5%N/A0.007%
5/17/2024 Jaffetilchin Investment Partners LLC239,598$19.59M1.8%-13.0%0.080%
5/17/2024 Beacon Capital Management LLC493$40K0.0%-47.4%0.000%
5/17/2024 Comerica Bank390,004$31.90M0.1%-2.5%0.130%
5/17/2024 SkyView Investment Advisors LLC21,500$1.76M0.3%-87.6%0.007%
5/16/2024 Sugar Maple Asset Management LLC59,215$4.84M4.7%N/A0.020%
5/16/2024 Innova Wealth Partners87,854$7.19M5.5%-53.7%0.029%
5/16/2024 B. Riley Wealth Advisors Inc.31,764$2.57M0.1%+29.7%0.011%
5/16/2024 Ancora Advisors LLC125,051$10.23M0.2%-0.8%0.042%
5/16/2024 Waverly Advisors LLC132,584$10.84M0.3%-10.1%0.044%
5/16/2024 Captrust Financial Advisors4,731,832$386.97M1.3%+8.7%1.575%
5/15/2024 Ascent Group LLC73,830$6.04M0.5%+35.2%0.025%
5/15/2024 SVB Wealth LLC15,104$1.24M0.0%+114.1%0.005%
5/15/2024 Wick Capital Partners LLC66,730$5.46M5.4%-12.9%0.022%
5/15/2024 Flow Traders U.S. LLC55,497$4.54M0.2%-11.9%0.018%
5/15/2024 Kestra Advisory Services LLC189,142$15.47M0.1%+1.2%0.063%
5/15/2024 1832 Asset Management L.P.692,357$56.62M0.0%+87.8%0.230%
5/14/2024 Biltmore Family Office LLC82,671$6.76M1.3%-3.9%0.028%
5/14/2024 Rodgers Brothers Inc.12,200$998K0.1%+69.4%0.004%
5/14/2024 Axxcess Wealth Management LLC74,123$6.06M0.2%-30.8%0.025%
5/14/2024 Element Pointe Advisors LLC536,516$43.88M10.9%-10.9%0.179%
5/14/2024 CreativeOne Wealth LLC25,959$2.12M0.1%+185.0%0.009%
Options expert shares his top option strategy for free (Ad)

A 35 year old man from central Florida has stumbled on one of the best strategies we’ve seen in a long time. For the last 30 months his “Friday to Monday” trading strategy has maintained a 71% win rate on more than 350 trades. That includes multiple big time winners like 82% from Adobe… 77% from Palo Alto… But also a barrage of smaller winners like 20% from AMC… Each of which were opened on a Friday afternoon and closed the very next Monday morning. As you’ll see in his brand new video, this strange strategy has given him the ability to capture big time market moves over the weekend.

Check it out, simply follow this link here.
5/14/2024 Delap Wealth Advisory LLC2,697$221K0.1%-56.1%0.001%
5/14/2024 Sax Wealth Advisors LLC5,921$484K0.1%-3.0%0.002%
5/14/2024 Northwest Wealth Management LLC18,473$1.51M0.4%-6.9%0.006%
5/14/2024 Mattern Capital Management LLC8,301$679K0.1%-2.9%0.003%
5/14/2024 Burns Matteson Capital Management LLC25,644$2.10M1.2%-5.9%0.009%
5/14/2024 Natixis56,197$4.60M0.0%N/A0.019%
5/14/2024 Herr Investment Group LLC11,891$972K0.3%N/A0.004%
5/14/2024 InterOcean Capital Group LLC139,479$11.41M0.3%-3.8%0.046%
5/14/2024 Oxford Financial Group LTD. LLC962$79K0.0%-21.6%0.000%
5/14/2024 Vaughan David Investments LLC IL9,870$807K0.0%N/A0.003%
5/13/2024 Bessemer Group Inc.11,613$949K0.0%-11.3%0.004%
5/13/2024 Clearbridge Investments LLC13,880$1.14M0.0%-29.9%0.005%
5/13/2024 O Shaughnessy Asset Management LLC158,032$12.92M0.1%+8.6%0.053%
5/13/2024 Ameritas Investment Partners Inc.3,725$305K0.0%-91.7%0.001%
5/13/2024 Rockport Wealth LLC76,973$6.30M2.2%N/A0.026%
5/13/2024 Penobscot Investment Management Company Inc.27,735$2.27M0.2%+2.0%0.009%
5/11/2024 Spreng Capital Management Inc.29,281$2.40M1.3%+0.6%0.010%
5/11/2024 Lcnb Corp5,280$432K0.2%-26.2%0.002%
5/11/2024 Covestor Ltd629$51K0.0%-26.8%0.000%
5/11/2024 Beaumont Financial Advisors LLC3,113$255K0.0%-54.9%0.001%
5/11/2024 ESL Trust Services LLC939$77K0.0%N/A0.000%
5/11/2024 Ironwood Investment Counsel LLC22,914$1.87M0.3%-12.9%0.008%
5/11/2024 Jacobi Capital Management LLC7,356$602K0.1%-2.0%0.002%
5/11/2024 Edgestream Partners L.P.10,538$862K0.0%+3.3%0.004%
5/11/2024 Retirement Financial Solutions LLC55,029$4.50M2.3%-9.7%0.018%
5/11/2024 Patten & Patten Inc. TN32,656$2.67M0.2%N/A0.011%
5/10/2024 Osaic Holdings Inc.1,645,166$134.55M0.3%-3.9%0.548%
5/10/2024 TIAA Trust National Association286,734$23.45M0.1%-24.8%0.095%
5/10/2024 Towercrest Capital Management18,744$1.53M0.3%-40.4%0.006%
5/10/2024 First Foundation Advisors14,534$1.19M0.0%-66.9%0.005%
5/10/2024 Banco Santander S.A.17,492$1.43M0.0%-8.7%0.006%
5/10/2024 TCTC Holdings LLC1,400$114K0.0%N/A0.000%
5/10/2024 Garrison Point Advisors LLC10,035$821K0.5%-2.0%0.003%
5/10/2024 Horizon Family Wealth Inc.2,478$203K0.2%-28.8%0.001%
5/10/2024 GM Advisory Group LLC594,048$48.58M3.4%-6.0%0.198%
5/10/2024 Nwam LLC17,602$1.44M0.1%-13.6%0.006%
5/9/2024 Delos Wealth Advisors LLC47,741$3.90M4.4%+68.4%0.016%
5/9/2024 Dorsey & Whitney Trust CO LLC23,766$1.94M0.1%-66.7%0.008%
5/9/2024 Private Portfolio Partners LLC47,738$3.90M0.8%-0.5%0.016%
5/9/2024 Blair William & Co. IL65,428$5.35M0.0%-1.9%0.022%
5/9/2024 Orion Portfolio Solutions LLC280,593$22.95M0.2%-7.3%0.093%
5/9/2024 Renasant Bank9,242$756K0.5%+11.2%0.003%
5/9/2024 Kingsview Wealth Management LLC128,929$10.54M0.3%+2.2%0.043%
5/9/2024 Clearwater Capital Advisors LLC29,596$2.42M0.3%+0.8%0.010%
5/9/2024 Beacon Investment Advisory Services Inc.689,691$56.40M2.4%+2.6%0.230%
5/9/2024 TBH Global Asset Management LLC11,316$925K0.2%+66.3%0.004%
5/9/2024 Private Management Group Inc.164,141$13.42M0.5%-20.8%0.054%
5/9/2024 Angeles Wealth Management LLC172,267$14.09M1.4%+15.8%0.057%
5/9/2024 Patton Fund Management Inc.7,627$624K0.1%+5.3%0.003%
5/9/2024 Koshinski Asset Management Inc.15,030$1.23M0.1%+25.2%0.005%
Elon to Transform U.S. Economy? (Ad)

A radical, potentially game-changing technology that threatens to destroy the trillion-dollar, “green energy” grift of the elites. And yet, while it threatens their wealth and power, it could be transformational for both the U.S. economy and your wealth.

One company holds a near-total monopoly on it.
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.20,112$1.65M0.0%N/A0.007%
5/8/2024 Bleakley Financial Group LLC712,632$58.28M1.7%-0.2%0.236%
5/8/2024 Avantax Advisory Services Inc.58,246$4.76M0.0%-43.5%0.019%
5/8/2024 US Bancorp DE1,063,360$86.96M0.1%-10.2%0.352%
5/8/2024 Addison Capital Co7,046$576K0.3%+71.1%0.002%
5/8/2024 Legacy Capital Group California Inc.3,746$306K0.1%-5.2%0.001%
5/7/2024 Verus Capital Partners LLC16,803$1.37M0.2%-6.1%0.006%
5/7/2024 Pointe Capital Management LLC76,973$6.30M3.9%+8.1%0.025%
5/7/2024 NorthRock Partners LLC7,391$604K0.1%-82.2%0.002%
5/7/2024 GW Henssler & Associates Ltd.4,851$397K0.0%+29.6%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, 1,415 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 1,238 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 Truist Financial Corp ($4.73M).

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

Institutional investors have bought a total of 204,922,576 shares in the last 24 months. This purchase volume represents approximately $29.98B in transactions.

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

Of the 972 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 123,442,802 shares in the last 24 months. This volume of shares sold represents approximately $17.67B in transactions.


This page (NASDAQ:SHY) was last updated on 6/12/2024 by MarketBeat.com Staff

From Our Partners