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

iShares 1-3 Year Treasury Bond ETF logo
$81.72 +0.08 (+0.09%)
As of 12:58 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
800
Total
Institutional Inflows
(last 12 months)
$4.39B
Number of
Institutional Sellers
(last 12 months)
561
Total
Institutional Outflows
(last 12 months)
$3.18B
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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
9/2/2026Range Advisory LLC116,043$9.53M1.1%+58.3%0.038%
9/2/2026 Allianz Asset Management GmbH134,928$11.08M0.0%+59.2%0.044%
8/31/2026 Alternative Investment Advisors LLC.4,769$392K0.1%-10.5%0.002%
8/27/2026 Corient Private Wealth LP326,906$26.84M0.0%-8.1%0.107%
8/26/2026 Principia Wealth Advisory LLC2,347$193K0.0%+1,280.6%0.001%
8/23/2026 DMC Group LLC8,080$663K0.5%+18.6%0.003%
8/23/2026 Ameritas Advisory Services LLC53,806$4.42M0.1%+38.2%0.018%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.7,791$640K0.2%-6.9%0.003%
8/23/2026 PCG Wealth Advisors LLC2,833$233K0.1%-51.2%0.001%
8/23/2026 Midwest Heritage Bank FSB104,873$8.61M2.4%+3.9%0.034%
8/23/2026 HB Wealth Management LLC26,303$2.16M0.0%+4.9%0.009%
8/23/2026 Hutchens & Kramer Investment Management Group LLC17,560$1.44M0.4%+4.2%0.006%
8/23/2026 Semitam Bonam LLC66,497$5.46M4.0%+3.2%0.022%
8/23/2026 Angeles Wealth Management LLC104,938$8.62M0.3%+10.5%0.034%
8/22/2026 Compass Financial Management LLC1,612$132K0.0%N/A0.001%
8/22/2026 NI Acquisitions Company LLC1,736$143K0.1%N/A0.001%
8/22/2026 NBH Bank2,049$168K0.1%N/A0.001%
8/22/2026 Highland Investment Advisors LLC13,387$1.10M0.5%N/A0.004%
8/22/2026 Invested Advisors32,335$2.66M2.3%+220.4%0.011%
8/22/2026 BAM Wealth Management LLC2,712$223K0.1%N/A0.001%
8/22/2026 ZEGA Investments LLC14,784$1.21M0.1%N/A0.005%
8/22/2026 TD Waterhouse Canada Inc.19,766$1.62M0.0%+0.7%0.006%
8/22/2026 Syntax Research Inc.153,197$12.58M9.2%+93.8%0.050%
8/22/2026 Premier Path Wealth Partners LLC108,868$8.94M1.0%+7.0%0.036%
8/22/2026 United Community Bank32,635$2.68M0.9%+1.4%0.011%
8/22/2026 Concurrent Investment Advisors LLC222,852$18.30M0.2%-2.3%0.073%
8/21/2026 Lowery Thomas LLC15,377$1.26M0.6%+1.8%0.005%
8/21/2026 Greenspring Advisors LLC66,108$5.43M0.3%-7.7%0.022%
8/21/2026 Continuum Advisory LLC25,521$2.10M0.2%+12.4%0.008%
8/21/2026 Alamar Capital Management LLC109,659$9.00M4.6%-3.1%0.036%
8/21/2026 Tranquilli Financial Advisor LLC20,549$1.69M0.9%N/A0.007%
8/21/2026 MBA Advisors LLC138,014$11.33M3.7%+11.2%0.045%
8/21/2026 Live Oak Private Wealth LLC7,503$616K0.1%+21.3%0.002%
8/21/2026 KFA Private Wealth Group LLC110,642$9.09M2.4%+13.5%0.036%
8/21/2026 Secure Asset Management LLC5,675$466K0.1%+28.4%0.002%
8/21/2026 Midwest Professional Planners LTD.24,634$2.02M0.4%+3.9%0.008%
8/21/2026 Acorn Wealth Advisors LLC13,023$1.07M0.2%-25.9%0.004%
8/20/2026 Rehmann Capital Advisory Group25,123$2.06M0.1%+3.9%0.008%
7/12/2026 First Community Trust NA11,760$966K0.4%-21.7%0.004%
7/12/2026 Ballast Inc.245,825$20.19M3.8%+11.0%0.080%
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7/10/2026 Buska Wealth Management LLC12,909$1.06M0.4%N/A0.004%
7/10/2026 Heck Capital Advisors LLC114,688$9.42M0.6%+19.9%0.037%
7/10/2026 JFS Wealth Advisors LLC108,034$8.87M0.4%+1.4%0.035%
7/10/2026 Fiduciary Financial Group LLC3,538$291K0.0%N/A0.001%
7/10/2026 Diversified Management Inc.7,228$593K0.1%N/A0.002%
7/10/2026 Camelot Technology Advisors Inc.21,394$1.76M1.2%+6.3%0.007%
7/10/2026 Charles Schwab Trust Co5,038$414K0.0%+16.6%0.002%
7/10/2026 Redhawk Wealth Advisors Inc.21,353$1.75M0.2%+147.7%0.007%
7/10/2026 Wealthcare Advisory Partners LLC20,868$1.71M0.0%-42.9%0.007%
7/10/2026 Warner Financial Inc.14,113$1.16M0.3%+5.2%0.005%
7/9/2026 Shrier Wealth Management LLC25,876$2.13M0.7%+10.3%0.008%
7/9/2026 Bay Rivers Group8,480$696K0.2%+10.7%0.003%
7/9/2026 LWM Advisors Inc.121,914$10.01M7.5%+13.6%0.039%
7/9/2026 Barry Investment Advisors LLC229,559$18.85M3.9%+48.1%0.074%
7/9/2026 Shira Ridge Wealth Management124,436$10.22M3.6%+23.9%0.040%
7/9/2026 Focus Financial Network Inc.74,405$6.11M0.2%-1.4%0.024%
7/9/2026 Wealthcare Capital Management LLC26,964$2.21M0.2%+1.1%0.009%
7/9/2026 Legacy Wealth Asset Management LLC21,095$1.73M0.4%+2.8%0.007%
7/9/2026 IFC & Insurance Marketing Inc.3,739$307K0.3%+5.4%0.001%
7/9/2026 Deane Retirement Strategies Inc.751$62K0.0%-53.4%0.000%
7/9/2026 Tactive Advisors LLC19,703$1.62M0.4%-22.3%0.006%
7/9/2026 Sax Wealth Advisors LLC3,592$297K0.0%+14.5%0.001%
7/9/2026 Oliver Luxxe Assets LLC13,962$1.15M0.2%+35.4%0.005%
7/9/2026 Chemistry Wealth Management LLC17,395$1.43M0.2%+4.3%0.006%
7/8/2026 Atwood & Palmer Inc.732,119$60.11M3.2%+2.1%0.237%
7/8/2026 Rockland Trust Co.15,791$1.30M0.1%-1.9%0.005%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.4,550$374K0.1%+9.2%0.001%
7/8/2026 Invariant Investment Management106,994$8.77M5.1%+0.5%0.035%
7/8/2026 Beacon Investment Advisory Services Inc.775,709$63.69M2.4%-0.8%0.251%
7/8/2026 Beacon Financial Strategies CORP460$38K0.0%N/A0.000%
7/8/2026 Chesley Taft & Associates LLC31,008$2.55M0.1%+2.0%0.010%
7/8/2026 First Heartland Consultants Inc.94,638$7.77M0.5%+2.7%0.031%
7/8/2026 Brave Asset Management Inc.31,032$2.55M0.5%N/A0.010%
7/8/2026 Factor Wealth Management LTD8,856$727K0.1%-19.0%0.003%
7/8/2026 NerdWallet Wealth Partners LLC117,175$9.62M3.3%+13.0%0.038%
7/8/2026 Apella Capital LLC35,710$2.92M0.0%-14.9%0.012%
7/8/2026 Evanson Financial LLC12,905$1.06M0.1%N/A0.004%
7/8/2026 Israel Discount Bank of New York25,067$2.06M3.8%+13.0%0.008%
7/8/2026 Chapin Davis Inc.13,950$1.15M0.2%+2.3%0.005%
7/7/2026 180 Wealth Advisors LLC7,387$607K0.1%-6.0%0.002%
7/7/2026 JGP Wealth Management LLC48,915$4.02M0.4%+5.8%0.016%
7/7/2026 Balefire LLC57,296$4.71M0.8%-26.8%0.019%
7/7/2026 Dynamic Advisor Solutions LLC261,185$21.45M0.6%+7.0%0.084%
7/7/2026 Martin Capital Partners LLC45,006$3.70M1.4%-2.8%0.015%
7/7/2026 GK Wealth Management LLC4,220$346K0.2%N/A0.001%
7/7/2026 Avior Wealth Management LLC21,417$1.76M0.0%+80.6%0.007%
7/7/2026 Mader & Shannon Wealth Management Inc.252,127$20.70M9.7%+0.3%0.081%
7/7/2026 Harbor Investment Advisory LLC37,894$3.11M0.2%-1.8%0.012%
7/7/2026 Epiq Partners LLC6,996$574K0.2%+159.4%0.002%
7/7/2026 Pathway Financial Advisors LLC4,400$361K0.0%N/A0.001%
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7/6/2026 Stonebridge Financial Group LLC20,245$1.66M0.1%-5.8%0.007%
7/6/2026 Private Client Services LLC8,198$673K0.2%-13.3%0.003%
7/6/2026 RDA Financial Network13,111$1.08M0.2%+15.4%0.004%
7/6/2026 Dogwood Wealth Management LLC111,404$9.15M3.6%+3.7%0.036%
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%
6/25/2026 Hamilton Wealth LLC1,955$161K0.0%N/A0.001%
6/8/2026 Farmers National Bank7,499$619K0.1%-11.3%0.002%


SHY Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,437 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 1,245 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 53,056,134 shares in the last 24 months. This purchase volume represents approximately $4.39B in transactions.

Of the 561 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), Bank of New York Mellon Corp ($1.16M), The Manufacturers Life Insurance Company ($1.15M), and Mizuho Markets Cayman LP ($822.10K).

Institutional investors have sold a total of 38,335,080 shares in the last 24 months. This volume of shares sold represents approximately $3.18B in transactions.


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Institutional ownership data for NASDAQ:SHY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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