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

iShares 1-3 Year Treasury Bond ETF logo
$82.08 -0.02 (-0.02%)
As of 01/17/2025 04:00 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)
685
Total
Institutional Inflows
(last 12 months)
$3.41B
Number of
Institutional Sellers
(last 12 months)
583
Total
Institutional Outflows
(last 12 months)
$3.50B
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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
1/17/2025 Cerro Pacific Wealth Advisors LLC73,604$6.12M2.0%+10.2%0.027%
1/17/2025 New Century Financial Group LLC9,829$806K0.3%-2.0%0.004%
1/17/2025 Veracity Capital LLC18,835$1.54M0.6%-31.8%0.007%
1/17/2025 Secure Asset Management LLC7,182$589K0.1%-2.6%0.003%
1/17/2025 Whalen Wealth Management Inc.4,641$380K0.3%-98.7%0.002%
1/17/2025 Avior Wealth Management LLC25,009$2.05M0.1%-2.1%0.009%
1/17/2025 Beacon Investment Advisory Services Inc.651,761$53.43M2.3%-7.4%0.235%
1/17/2025 MinichMacGregor Wealth Management LLC47,010$3.85M0.8%+3.1%0.017%
1/17/2025 Mutual Advisors LLC90,059$7.39M0.2%-7.8%0.033%
1/17/2025 Independent Wealth Network Inc.14,934$1.22M0.5%-30.6%0.005%
1/17/2025 Janney Montgomery Scott LLC131,395$10.77M0.0%+31.3%0.047%
1/17/2025 Bartlett & CO. Wealth Management LLC340,050$27.88M0.4%+12.1%0.123%
1/17/2025 Lake Hills Wealth Management LLC160,305$13.14M9.0%-23.8%0.058%
1/17/2025 SG Americas Securities LLC148,379$12.16M0.0%+99.7%0.054%
1/17/2025 Baker Ellis Asset Management LLC7,176$588K0.1%-5.3%0.003%
1/17/2025 Park Place Capital Corp10,572$867K0.2%-5.4%0.004%
1/17/2025 Magnus Financial Group LLC36,679$3.01M0.3%+613.5%0.013%
1/17/2025 LifeGuide Financial Advisors LLC28,499$2.34M1.0%+14.8%0.010%
1/17/2025 Investment Advisory Group LLC32,424$2.66M0.9%+35.1%0.012%
1/17/2025 Finley Financial LLC4,345$357K0.2%N/A0.002%
1/17/2025 Missouri Trust & Investment Co1,230$101K0.0%N/A0.000%
1/17/2025 Dakota Wealth Management333,464$27.34M0.6%+25.9%0.120%
1/17/2025 Traphagen Investment Advisors LLC179,664$14.73M1.5%-14.7%0.065%
1/17/2025 White Pine Investment CO119,969$9.84M2.7%+10.5%0.043%
1/17/2025 Perfromance Wealth Partners LLC41,212$3.38M0.1%-2.0%0.015%
1/17/2025 Roberts Wealth Advisors LLC6,021$494K0.2%-32.5%0.002%
1/17/2025 Enclave Advisors LLC54,045$4.43M0.7%-1.3%0.020%
1/17/2025 Atomi Financial Group Inc.26,680$2.19M0.1%-6.8%0.010%
1/17/2025 Transform Wealth LLC43,290$3.55M0.2%N/A0.016%
1/17/2025 Camelot Technology Advisors Inc.22,183$1.82M1.6%-1.3%0.008%
1/16/2025 Sugar Maple Asset Management LLC77,016$6.31M4.8%+2.3%0.028%
1/16/2025 Atwood & Palmer Inc.541,631$44.40M3.0%+7.0%0.195%
1/16/2025 Pure Financial Advisors LLC83,526$6.85M0.2%+10.8%0.030%
1/16/2025 Koshinski Asset Management Inc.9,789$803K0.0%-4.3%0.004%
1/16/2025 Priebe Wealth Holdings LLC8,426$691K0.5%-5.9%0.003%
1/16/2025 Gemmer Asset Management LLC81,110$6.65M0.7%+1.9%0.029%
1/16/2025 Union Savings Bank1,019$84K0.0%-55.1%0.000%
1/16/2025 Zhang Financial LLC12,701$1.04M0.1%+17.1%0.005%
1/16/2025 Purus Wealth Management LLC6,660$546K0.2%+8.6%0.002%
1/16/2025 UMB Bank n.a.47,340$3.88M0.1%+17.1%0.017%
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1/16/2025 Mechanics Bank Trust Department8,630$707K0.1%-10.2%0.003%
1/16/2025 Diversify Advisory Services LLC5,218$427K0.0%+36.5%0.002%
1/16/2025 Diversify Wealth Management LLC11,536$944K0.1%+35.8%0.004%
1/16/2025 Evanson Asset Management LLC9,503$779K0.1%+133.8%0.003%
1/16/2025 Moulton Wealth Management Inc.13,554$1.11M0.9%+23.7%0.005%
1/16/2025 Client 1ST Advisory Group LLC3,101$254K0.1%N/A0.001%
1/16/2025 Ballast Inc.151,021$12.38M3.5%+1.9%0.054%
1/16/2025 My Legacy Advisors LLC4,267$350K0.1%-8.1%0.002%
1/16/2025 Arbor Trust Wealth Advisors LLC3,586$294K0.1%-5.4%0.001%
1/16/2025 Cadinha & Co. LLC4,781$392K0.1%-10.5%0.002%
1/15/2025 J2 Capital Management Inc3,567$292K0.3%N/A0.001%
1/15/2025 Financial Management Professionals Inc.15,600$1.28M0.2%+16.9%0.006%
1/15/2025 Krilogy Financial LLC16,000$1.31M0.1%+44.9%0.006%
1/15/2025 TruWealth Advisors LLC2,970$243K0.0%-14.5%0.001%
1/15/2025 Ameritas Advisory Services LLC22,093$1.81M0.1%+777.1%0.008%
1/15/2025 HB Wealth Management LLC4,123$338K0.0%+17.8%0.001%
1/15/2025 Premier Path Wealth Partners LLC102,587$8.41M1.3%+6.2%0.037%
1/15/2025 BTS Asset Management Inc.5,799$475K0.5%N/A0.002%
1/15/2025 Howard Financial Services LTD.6,958$570K0.1%-46.5%0.003%
1/15/2025 Alhambra Investment Management LLC10,701$877K0.4%-5.1%0.004%
1/15/2025 Arkadios Wealth Advisors12,792$1.05M0.1%+26.0%0.005%
1/15/2025 Sax Wealth Advisors LLC5,248$430K0.0%-12.2%0.002%
1/15/2025 Merit Financial Group LLC9,461$776K0.0%-22.9%0.003%
1/15/2025 Chemistry Wealth Management LLC16,591$1.36M0.3%-4.9%0.006%
1/15/2025 Wealthcare Advisory Partners LLC26,880$2.20M0.1%-7.0%0.010%
1/15/2025 Wealthcare Capital Management LLC31,938$2.62M0.3%+11.6%0.011%
1/15/2025 Procyon Advisors LLC13,406$1.10M0.1%-10.1%0.005%
1/15/2025 Tompkins Financial Corp100,558$8.24M0.8%+22.4%0.036%
1/15/2025 RDA Financial Network6,877$564K0.2%N/A0.002%
1/15/2025 Family Wealth Partners LLC32,601$2.67M1.3%+7.9%0.012%
1/15/2025 Occidental Asset Management LLC6,512$534K0.1%+107.4%0.002%
1/15/2025 Empirical Asset Management LLC8,356$685K0.0%-3.1%0.003%
1/15/2025 Edge Wealth Management LLC346,597$28.41M5.8%-2.6%0.125%
1/15/2025 JGP Wealth Management LLC14,636$1.20M0.2%+47.7%0.005%
1/15/2025 Ritholtz Wealth Management94,158$7.72M0.2%-3.9%0.034%
1/15/2025 Carnegie Investment Counsel11,786$966K0.0%-4.8%0.004%
1/15/2025 Legacy Wealth Asset Management LLC18,435$1.51M0.4%-2.3%0.007%
1/14/2025 SignalPoint Asset Management LLC12,222$1.00M0.2%+24.2%0.004%
1/14/2025 Freestate Advisors LLC25,723$2.11M2.2%+12.6%0.009%
1/14/2025 StrongBox Wealth LLC130,141$10.67M4.5%+9.4%0.047%
1/14/2025 Brady Family Wealth LLC54,227$4.45M1.4%+8.8%0.020%
1/14/2025 Winch Advisory Services LLC41,571$3.41M0.9%-1.8%0.015%
1/14/2025 Rovin Capital UT ADV102,263$8.38M3.0%+331.8%0.037%
1/14/2025 Smith Thornton Advisors LLC11,239$921K0.6%+5.3%0.004%
1/14/2025 HCR Wealth Advisors58,239$4.77M0.6%-2.7%0.021%
1/14/2025 Redhawk Wealth Advisors Inc.7,093$582K0.1%+2.1%0.003%
1/14/2025 Twele Capital Management Inc.5,296$434K0.1%+4.1%0.002%
1/14/2025 Stephens Group Asset Management LLC9,600$787K0.1%+173.7%0.003%
1/14/2025 Roble Belko & Company Inc1,956$160K0.0%+19.9%0.001%
1/14/2025 Presilium Private Wealth LLC40,132$3.29M0.8%-0.6%0.014%
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1/14/2025 CPR Investments Inc.35,704$2.93M2.6%-9.8%0.013%
1/14/2025 Apella Capital LLC61,908$5.08M0.2%-3.7%0.022%
1/14/2025 Founders Grove Wealth Partners LLC12,091$991K0.3%N/A0.004%
1/14/2025 Laurel Wealth Advisors LLC31,597$2.59M0.4%-8.5%0.011%
1/14/2025 Acropolis Investment Management LLC10,215$837K0.0%+194.6%0.004%
1/14/2025 Park Avenue Securities LLC90,248$7.40M0.1%+3.3%0.032%
1/14/2025 Rockland Trust Co.12,688$1.04M0.1%+10.5%0.005%
1/14/2025 Sovereign Financial Group Inc.2,671$219K0.1%-25.8%0.001%
1/14/2025 Henrickson Nauta Wealth Advisors Inc.9,499$779K0.3%-1.5%0.003%
1/14/2025 Seed Wealth Management Inc.3,170$260K0.2%N/A0.001%
(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, 1,372 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 ($1.29B), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($703.94M), JPMorgan Chase & Co. ($649.63M), LPL Financial LLC ($553.68M), 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 1,140 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. ($11.31M), JPMorgan Chase & Co. ($10.28M), Bank of Montreal Can ($7.68M), Cornell University ($4.29M), LPL Financial LLC ($4.16M), Captrust Financial Advisors ($3.94M), and Bank Julius Baer & Co. Ltd Zurich ($3.67M).

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

Institutional investors have bought a total of 139,716,324 shares in the last 24 months. This purchase volume represents approximately $17.67B in transactions.

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

Of the 945 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. ($19.95M), Balentine LLC ($7.16M), JPMorgan Chase & Co. ($4.45M), US Bancorp DE ($4.40M), Envestnet Asset Management Inc. ($4.30M), Ameriprise Financial Inc. ($3.93M), and Barclays PLC ($3.34M).

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

Institutional investors have sold a total of 124,560,367 shares in the last 24 months. This volume of shares sold represents approximately $15.88B in transactions.


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This page (NASDAQ:SHY) was last updated on 1/20/2025 by MarketBeat.com Staff
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