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

iShares 1-3 Year Treasury Bond ETF logo
$82.41 -0.09 (-0.11%)
As of 07/3/2025 01:00 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)
845
Total
Institutional Inflows
(last 12 months)
$5.54B
Number of
Institutional Sellers
(last 12 months)
679
Total
Institutional Outflows
(last 12 months)
$3.93B
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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
7/3/2025 Arvest Investments Inc.58,442$4.84M0.7%-25.7%0.020%
7/3/2025 Whitcomb & Hess Inc.22,775$1.89M0.5%+1.7%0.008%
7/3/2025 TrueWealth Advisors LLC4,686$388K0.1%N/A0.002%
7/3/2025 City Center Advisors LLC17,174$1.42M1.5%N/A0.006%
7/2/2025 Howard Financial Services LTD.6,647$551K0.1%-2.7%0.002%
7/1/2025 Harbor Investment Advisory LLC38,650$3.20M0.3%-0.9%0.013%
7/1/2025 Private Client Services LLC6,469$536K0.2%N/A0.002%
6/4/2025 First Hawaiian Bank3,888$322K0.0%-25.6%0.001%
6/3/2025Invst LLC9,648$798K0.1%+182.5%0.003%
6/2/2025Modern Wealth Management LLC392,219$32.45M1.0%+5.6%0.134%
5/28/2025GK Wealth Management LLC2,684$222K0.3%-19.9%0.001%
5/28/2025Intrua Financial LLC7,594$628K0.1%-54.4%0.003%
5/28/2025Addison Capital Co8,620$713K0.3%-13.4%0.003%
5/22/2025Rollins Financial Advisors LLC3,307$274K0.0%+25.4%0.001%
5/21/2025MBL Wealth LLC179,586$14.86M1.5%+1.1%0.062%
5/21/2025Geneos Wealth Management Inc.67,528$5.59M0.2%+2.9%0.023%
5/21/2025CBM Financial LLC47,815$3.94M3.2%N/A0.017%
5/20/2025Acorns Advisers LLC207,401$17.16M0.2%+0.3%0.072%
5/20/2025Belpointe Asset Management LLC14,750$1.22M0.1%-3.5%0.005%
5/20/2025Focus Partners Wealth1,287,588$106.52M0.3%+0.6%0.444%
5/20/2025Flaharty Asset Management LLC485$40K0.0%N/A0.000%
5/20/2025Glenview Trust co70,475$5.83M0.1%-14.9%0.024%
5/19/2025SageView Advisory Group LLC11,574$958K0.0%+5.5%0.004%
5/16/2025Empowered Funds LLC63,097$5.22M0.1%+195.3%0.021%
5/16/2025Ascent Group LLC73,313$6.07M0.3%+17.1%0.025%
5/16/2025Coppell Advisory Solutions LLC18,565$1.54M0.1%+69.5%0.006%
5/16/2025Arete Wealth Advisors LLC52,567$4.35M0.3%-6.3%0.018%
5/16/2025Everstar Asset Management LLC100,194$8.29M1.6%+14.3%0.034%
5/16/2025Ashton Thomas Private Wealth LLC224,282$18.56M0.7%+319.1%0.076%
5/16/2025Guardian Partners Inc.11,807$976K0.1%+19.2%0.004%
5/16/2025Kestra Investment Management LLC4,965$411K0.0%+148.4%0.002%
5/16/2025Cape Investment Advisory Inc.6,142$508K0.2%-15.7%0.002%
5/16/2025Jones Financial Companies Lllp41,913$3.77M0.0%-44.1%0.014%
5/16/2025Permanens Capital L.P.3,663$303K0.1%-98.1%0.001%
5/16/2025NewEdge Advisors LLC130,823$10.82M0.1%+25.5%0.045%
5/16/2025Integrated Wealth Concepts LLC232,745$19.26M0.2%+37.8%0.079%
5/16/2025Curi RMB Capital LLC492,509$40.75M1.0%-37.0%0.168%
5/16/2025Alliancebernstein L.P.700,578$57.96M0.0%+89.0%0.239%
5/16/2025Banque Transatlantique SA577$44K0.0%N/A0.000%
5/16/2025Amundi670,200$55.45M0.0%+8.1%0.228%
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5/16/2025Ancora Advisors LLC108,912$9.01M0.2%-0.9%0.037%
5/16/2025ADAR1 Capital Management LLC103,337$8.55M1.6%N/A0.035%
5/15/2025EP Wealth Advisors LLC1,639$136K0.0%-34.0%0.001%
5/15/2025GW Henssler & Associates Ltd.3,251$269K0.0%-24.2%0.001%
5/15/2025Irenic Capital Management LP30,000$2.48M0.4%+400.0%0.010%
5/15/2025Focus Partners Advisor Solutions LLC83,375$6.90M0.1%-1.7%0.028%
5/15/2025Alamar Capital Management LLC62,833$5.20M3.1%+182.1%0.021%
5/15/2025Flputnam Investment Management Co.160,715$13.30M0.2%-5.2%0.055%
5/15/2025Royal Bank of Canada3,163,105$261.68M0.1%-0.6%1.077%
5/15/2025Betterment LLC75,756$6.27M0.0%-67.9%0.026%
5/15/2025MAI Capital Management84,977$7.03M0.1%-2.8%0.029%
5/15/2025Ewing Morris & Co. Investment Partners Ltd.2,274$188K0.1%-11.7%0.001%
5/15/2025Calton & Associates Inc.10,136$839K0.2%+1.4%0.003%
5/15/2025Second Line Capital LLC2,618$217K0.1%N/A0.001%
5/15/2025Insight Wealth Partners LLC3,046$252K0.0%N/A0.001%
5/15/2025Baird Financial Group Inc.272,770$22.57M0.0%-5.1%0.093%
5/15/2025Pinnacle Wealth Planning Services Inc.9,436$781K0.1%+6.3%0.003%
5/15/2025Evergreen Capital Management LLC359,072$29.71M1.0%-12.6%0.122%
5/15/2025The Manufacturers Life Insurance Company 873,709$72.28M0.1%+2,745.4%0.297%
5/15/2025Hanover Advisors Inc.3,334$276K0.1%N/A0.001%
5/15/2025Oak Associates Ltd. OH27,401$2.27M0.2%N/A0.009%
5/15/2025Broyhill Asset Management LLC134,025$11.09M9.0%+8.2%0.046%
5/15/2025D L Carlson Investment Group Inc.24,134$2.00M0.4%-5.0%0.008%
5/15/2025Eisler Capital Management Ltd.6,516$539K0.0%N/A0.002%
5/14/2025Transamerica Financial Advisors LLC34,990$2.90M0.3%-25.6%0.012%
5/14/2025Guggenheim Capital LLC501,657$41.50M0.4%+14.6%0.171%
5/14/2025Ieq Capital LLC8,135$673K0.0%N/A0.003%
5/14/2025CreativeOne Wealth LLC38,280$3.17M0.1%+2.1%0.013%
5/14/2025PKS Advisory Services LLC26,273$2.17M0.6%+55.9%0.009%
5/14/2025Potomac Fund Management Inc. ADV9,771$808K0.8%-17.1%0.003%
5/14/2025Comerica Bank426,400$35.28M0.1%-1.6%0.145%
5/14/2025MetLife Investment Management LLC3,914$324K0.0%N/A0.001%
5/14/2025Freedom Investment Management Inc.5,292$438K0.0%-13.1%0.002%
5/14/2025Synovus Financial Corp324,374$26.84M0.3%+139.3%0.110%
5/14/2025Oliver Luxxe Assets LLC13,481$1.12M0.2%+56.7%0.005%
5/14/2025Napa Wealth Management4,022$333K0.2%-11.5%0.001%
5/14/2025Smartleaf Asset Management LLC15,710$1.30M0.1%+13.9%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.1,119,675$92.63M0.1%+16.6%0.381%
5/14/2025Haverford Trust Co345,900$28.62M0.3%+3.2%0.118%
5/14/2025Sax Wealth Advisors LLC7,166$593K0.0%+36.5%0.002%
5/14/2025Cutler Capital Management LLC1,286$106K0.0%N/A0.000%
5/14/2025Strategies Wealth Advisors LLC19,366$1.60M0.2%+370.7%0.007%
5/14/2025Kestra Advisory Services LLC212,808$17.61M0.1%-34.7%0.072%
5/14/2025Chicago Wealth Management Inc.3,046$252K0.1%-4.4%0.001%
5/14/2025Wescott Financial Advisory Group LLC34,367$2.84M0.3%+4.2%0.012%
5/14/20251832 Asset Management L.P.123,380$10.21M0.0%-0.3%0.042%
5/14/2025Compound Planning Inc.35,926$2.97M0.1%+34.7%0.012%
5/14/2025Ameriprise Financial Inc.4,043,180$334.52M0.1%+13.8%1.377%
5/14/2025Integras Partners LLC22,554$1.87M1.7%+22.9%0.008%
5/14/2025CW Advisors LLC21,148$1.75M0.0%+11.0%0.007%
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5/14/2025Summit Financial LLC5,881$487K0.0%+49.2%0.002%
5/14/2025United Asset Strategies Inc.19,508$1.61M0.1%+125.6%0.007%
5/14/2025Tiemann Investment Advisors LLC4,750$393K0.2%+26.7%0.002%
5/14/2025Partners Capital Investment Group LLP348,651$28.84M0.5%+30.8%0.119%
5/14/2025TFB Advisors LLC20,007$1.66M0.5%-22.9%0.007%
5/14/2025Dorsey & Whitney Trust CO LLC21,686$1.79M0.1%+0.8%0.007%
5/14/2025Aspire Growth Partners LLC13,716$1.13M1.0%-5.5%0.005%
5/14/2025GM Advisory Group LLC811,256$67.12M3.6%+13.4%0.276%
5/14/2025Capital Analysts LLC32,293$2.67M0.1%+66.3%0.011%
5/14/2025Banco Bilbao Vizcaya Argentaria S.A.37,978$3.15M0.0%-55.4%0.013%
(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, 1,440 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($1.97B), Bank of America Corp DE ($1.25B), JPMorgan Chase & Co. ($944.79M), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($756.89M), LPL Financial LLC ($567.15M), and UBS Group AG ($508.84M).Learn more on iShares 1-3 Year Treasury Bond ETF's institutional investors.

What percentage of iShares 1-3 Year Treasury Bond ETF's stock is owned by 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.

Which institutional investors have been buying iShares 1-3 Year Treasury Bond ETF's stock?

Of the 1,185 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: JPMorgan Chase & Co. ($13.80M), Assetmark Inc. ($8.73M), Proficio Capital Partners LLC ($8.25M), Bank of Montreal Can ($6.08M), Raymond James Financial Inc. ($5.07M), Captrust Financial Advisors ($4.71M), and Cornell University ($4.29M).

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

Institutional investors have bought a total of 67,356,577 shares in the last 24 months. This purchase volume represents approximately $5.54B in transactions.

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

Of the 679 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: Assetmark Inc. ($6.20M), Mercer Global Advisors Inc. ADV ($5.94M), Balentine LLC ($5.40M), Barclays PLC ($2.24M), The Manufacturers Life Insurance Company ($1.66M), Cerity Partners OCIO LLC ($1.37M), and FMR LLC ($1.25M).

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

Institutional investors have sold a total of 47,702,357 shares in the last 24 months. This volume of shares sold represents approximately $3.93B in transactions.


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This page (NASDAQ:SHY) was last updated on 7/7/2025 by MarketBeat.com Staff
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