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

iShares 1-3 Year Treasury Bond ETF logo
$82.50 +0.03 (+0.04%)
As of 03/25/2025 04:00 PM Eastern
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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)
790
Total
Institutional Inflows
(last 12 months)
$5.07B
Number of
Institutional Sellers
(last 12 months)
624
Total
Institutional Outflows
(last 12 months)
$3.54B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/18/2025Objective Capital Management LLC16,556$1.36M0.9%+5.7%0.006%
3/17/2025 Wealth Enhancement Advisory Services LLC522,104$42.80M0.1%+42.3%0.185%
3/17/2025 NorthCrest Asset Manangement LLC64,410$5.28M0.2%+2.3%0.023%
3/14/2025Tableaux LLC2,555$209K0.2%N/A0.001%
3/12/2025 Wealthedge Investment Advisors LLC29,575$2.43M1.1%N/A0.010%
3/11/2025 Anchor Pointe Wealth Management LLC3,474$285K0.4%N/A0.001%
3/10/2025 SpringVest Wealth Management LLC19,424$1.59M1.4%N/A0.007%
3/7/2025 Aegis Wealth Management LLC4,994$409K0.3%N/A0.002%
3/6/2025 Copia Wealth Management2,297$188K0.2%N/A0.001%
3/5/2025 Probity Advisors Inc.14,140$1.16M0.2%-14.6%0.005%
3/4/2025 Dogwood Wealth Management LLC75,329$6.18M3.3%N/A0.027%
3/3/2025 American Investment Services Inc.38,239$3.14M0.5%-5.8%0.014%
2/28/2025 Park Square Financial Group LLC2,455$201K0.1%N/A0.001%
2/28/2025 Brooklyn FI LLC4,040$331K0.1%N/A0.001%
2/27/2025 Fidelity D & D Bancorp Inc.39,819$3.26M2.2%+19.0%0.014%
2/27/2025 Pinnacle Wealth Planning Services Inc.8,879$728K0.1%N/A0.003%
2/27/2025 Carolinas Wealth Consulting LLC409$34K0.0%+162.2%0.000%
2/26/2025 Discipline Wealth Solutions LLC6,864$563K0.3%-39.3%0.002%
2/26/2025 Advisor Resource Council5,364$440K0.3%N/A0.002%
2/25/2025 Heck Capital Advisors LLC15,934$1.31M0.1%N/A0.006%
2/25/2025 Leigh Baldwin & CO. LLC4,075$334K0.2%N/A0.001%
2/25/2025 B. Riley Wealth Advisors Inc.21,080$1.73M0.1%-19.2%0.007%
2/25/2025 Integrated Advisors Network LLC96,862$7.94M0.4%-1.1%0.034%
2/24/2025 Great Valley Advisor Group Inc.25,229$2.07M0.0%+4.9%0.009%
2/24/2025 Sunbeam Capital Management LLC4,535$372K0.3%N/A0.002%
2/22/2025 American Trust3,298$270K0.0%N/A0.001%
2/21/2025 Ascent Group LLC62,627$5.13M0.4%+33.2%0.022%
2/21/2025 WNY Asset Management LLC4,380$359K0.0%-41.2%0.002%
2/21/2025 Fidelity D & D Bancorp Inc.39,819$3.26M2.4%+19.0%0.014%
2/21/2025 Perennial Advisors LLC23,201$1.90M0.4%N/A0.008%
2/20/2025 Sunbeam Capital Management LLC4,535$372K0.8%N/A0.002%
2/20/2025 Kingstone Capital Partners Texas LLC8,563$702K0.6%N/A0.003%
2/19/2025 Invst LLC3,415$280K0.0%N/A0.001%
2/18/2025 Wick Capital Partners LLC44,598$3.66M1.1%-8.2%0.016%
2/18/2025 Western Wealth Management LLC28,956$2.37M0.7%+35.1%0.010%
2/18/2025 Sunbelt Securities Inc.4,216$345K0.0%-12.8%0.001%
2/18/2025 Retirement Planning Group LLC4,283$351K0.0%N/A0.002%
2/18/2025 Blue Fin Capital Inc.28,540$2.34M0.4%-1.6%0.010%
2/18/2025 Headinvest LLC32,246$2.64M0.5%+2.6%0.011%
2/18/2025 City National Bank of Florida MSD8,400$689K0.6%N/A0.003%
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2/18/2025 Novem Group4,176$342K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC84,827$6.95M0.1%-4.5%0.030%
2/18/2025 First Heartland Consultants Inc.38,836$3.18M0.3%N/A0.014%
2/18/2025 Continuum Advisory LLC20,911$1.71M0.2%+5.1%0.007%
2/18/2025 NCM Capital Management LLC8,962$735K0.3%+2.6%0.003%
2/18/2025 Glen Eagle Advisors LLC10,811$886K0.1%+18.5%0.004%
2/17/2025 US Financial Advisors LLC76,807$6.30M1.9%+4.1%0.027%
2/17/2025 Waverly Advisors LLC71,338$5.85M0.1%-12.4%0.025%
2/17/2025 Willis Johnson & Associates Inc.341,244$27.98M2.1%+3.7%0.121%
2/17/2025 Vivaldi Capital Management LP125,175$10.30M1.6%-2.0%0.044%
2/17/2025 TrinityPoint Wealth LLC15,118$1.24M0.2%+1.2%0.005%
2/17/2025 Strategic Wealth Partners Ltd.11,231$921K0.1%+12.4%0.004%
2/17/2025 Sentinus LLC46,723$3.83M1.1%+143.0%0.017%
2/17/2025 Snowden Capital Advisors LLC55,831$4.58M0.1%-6.1%0.020%
2/17/2025 Royal Bank of Canada3,182,228$260.88M0.1%-0.4%1.129%
2/17/2025 Pathstone Holdings LLC339,988$27.87M0.1%-51.3%0.121%
2/17/2025 Main Management LLC229,677$18.83M1.5%+58.9%0.082%
2/17/2025 NorthRock Partners LLC14,013$1.15M0.0%+109.9%0.005%
2/17/2025 Napa Wealth Management4,545$373K0.2%-55.0%0.002%
2/17/2025 Millennium Management LLC16,825$1.38M0.0%-83.9%0.006%
2/17/2025 Mmbg Investment Advisors CO.26,254$2.15M0.2%+20.0%0.009%
2/17/2025 Logan Capital Management Inc.868$71K0.0%+95.9%0.000%
2/17/2025 Irenic Capital Management LP6,000$492K0.1%N/A0.002%
2/17/2025 Guardian Wealth Advisors LLC NC24,647$2.02M0.2%+2,464,600.0%0.009%
2/17/2025 Focus Partners Wealth1,279,761$104.92M0.3%+136.8%0.454%
2/17/2025 Elyxium Wealth LLC7,198$590K0.4%+2.9%0.003%
2/17/2025 Ewing Morris & Co. Investment Partners Ltd.2,574$211K0.1%N/A0.001%
2/17/2025 Fiduciary Trust Co37,920$3.11M0.0%+0.8%0.013%
2/17/2025 FWL Investment Management LLC7,808$640K0.2%+514.8%0.003%
2/17/2025 Deutsche Bank AG8,457$693K0.0%+253.8%0.003%
2/17/2025 EP Wealth Advisors LLC2,485$204K0.0%+24.8%0.001%
2/17/2025 Eagle Global Advisors LLC426,025$34.93M1.4%+1,011.9%0.151%
2/17/2025 Element Pointe Advisors LLC551,173$45.19M10.6%+1.2%0.196%
2/17/2025 EPG Wealth Management LLC29,320$2.40M0.6%+1.8%0.010%
2/17/2025 CoreCap Advisors LLC20,681$1.70M0.1%-11.4%0.007%
2/17/2025 Cresset Asset Management LLC25,899$2.12M0.0%+1.2%0.009%
2/17/2025 Cetera Investment Advisers962,699$78.92M0.2%-3.2%0.342%
2/17/2025 BOKF NA4,578$375K0.0%-3.2%0.002%
2/17/2025 Bulltick Wealth Management LLC60,754$4.98M1.1%-32.2%0.022%
2/17/2025 Captrust Financial Advisors9,232,624$756.89M2.2%+9.1%3.276%
2/17/2025 Cary Street Partners Financial LLC23,987$1.97M0.1%N/A0.009%
2/17/2025 Baird Financial Group Inc.287,388$23.56M0.0%-1.0%0.102%
2/17/2025 Beverly Hills Private Wealth LLC6,212$509K0.1%-2.0%0.002%
2/17/2025 Bank of America Corp DE15,282,874$1.25B0.1%+9.4%5.423%
2/17/2025 Bearing Point Capital LLC122,079$10.01M2.1%N/A0.043%
2/17/2025 Benjamin Edwards Inc.10,543$864K0.0%-97.8%0.004%
2/17/2025 BIP Wealth LLC2,509$206K0.0%N/A0.001%
2/17/2025 BNP Paribas Financial Markets98,205$8.05M0.0%+3,063.8%0.035%
2/17/2025 Ameriprise Financial Inc.3,552,711$291.18M0.1%+71.1%1.261%
2/17/2025 Ancora Advisors LLC109,932$9.01M0.2%-8.5%0.039%
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2/17/2025 Aptus Capital Advisors LLC174,422$14.30M0.1%+5,315.2%0.062%
2/17/2025 Arrowroot Family Office LLC16,468$1.35M0.7%+4.0%0.006%
2/17/2025 Asset Management Group Inc.4,568$374K0.1%-10.4%0.002%
2/17/2025 Aspire Growth Partners LLC14,512$1.19M1.2%N/A0.005%
2/17/2025 Accredited Wealth Management LLC300$25K0.0%N/A0.000%
2/17/2025 AlTi Global Inc.3,341$274K0.0%N/A0.001%
2/17/2025 All Terrain Financial Advisors LLC35,031$2.87M0.9%+1.8%0.012%
2/14/2025 Gallagher Fiduciary Advisors LLC28,549$2.34M0.5%+1.6%0.010%
2/14/2025 West Paces Advisors Inc.13,068$1.07M0.3%-17.2%0.005%
2/14/2025 Cypress Advisory Group LLC25,055$2.05M1.9%N/A0.009%
(Data available from 1/1/2016 forward)

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SHY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHY shares?

During the previous two years, 1,445 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. ($946.43M), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($756.89M), LPL Financial LLC ($527.75M), 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?

23.15% 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 1,212 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. ($14.01M), Assetmark Inc. ($13.29M), Proficio Capital Partners LLC ($8.25M), Bank of Montreal Can ($6.08M), Raymond James Financial Inc. ($4.75M), 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 149,965,310 shares in the last 24 months. This purchase volume represents approximately $16.52B in transactions.

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

Of the 953 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. ($10.14M), Balentine LLC ($6.52M), Mercer Global Advisors Inc. ADV ($6.35M), Barclays PLC ($5.58M), US Bancorp DE ($4.43M), Ameriprise Financial Inc. ($3.93M), and Envestnet Asset Management Inc. ($3.19M).

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

Institutional investors have sold a total of 112,272,117 shares in the last 24 months. This volume of shares sold represents approximately $12.68B in transactions.


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This page (NASDAQ:SHY) was last updated on 3/26/2025 by MarketBeat.com Staff
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