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

iShares 1-3 Year Treasury Bond ETF logo
$82.79 +0.11 (+0.13%)
As of 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)
902
Total
Institutional Inflows
(last 12 months)
$10.61B
Number of
Institutional Sellers
(last 12 months)
709
Total
Institutional Outflows
(last 12 months)
$3.94B
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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
8/13/2025Crescent Grove Advisors LLC93,044$7.71M0.7%+75.8%0.033%
8/13/2025Guggenheim Capital LLC559,978$46.40M0.4%+11.6%0.198%
8/13/2025Invesco Ltd.6,626$549K0.0%-5.3%0.002%
8/13/2025Trek Financial LLC30,179$2.50M0.2%-47.9%0.011%
8/13/20251832 Asset Management L.P.125,528$10.40M0.0%+1.7%0.044%
8/13/2025Plan Group Financial LLC22,181$1.84M0.6%+8.2%0.008%
8/13/2025CW Advisors LLC23,842$1.98M0.0%+12.7%0.008%
8/13/2025Acorns Advisers LLC179,830$14.90M0.1%-13.3%0.064%
8/13/2025Benedict Financial Advisors Inc.11,772$975K0.2%-13.0%0.004%
8/13/2025Argyle Capital Partners LLC18,013$1.49M1.2%+1.0%0.006%
8/13/2025Beacon Pointe Advisors LLC38,929$3.23M0.0%+4.9%0.014%
8/13/2025Wellspring Financial Advisors LLC318,215$26.37M0.4%-13.4%0.113%
8/13/2025Cerity Partners OCIO LLC64,239$5.32M0.3%-69.0%0.023%
8/13/2025D L Carlson Investment Group Inc.26,526$2.20M0.4%+9.9%0.009%
8/13/2025M&T Bank Corp707,667$58.64M0.2%+6.5%0.250%
8/13/2025Portfolio Design Labs LLC188,265$15.60M3.1%N/A0.067%
8/13/2025Van Hulzen Asset Management LLC69,667$5.77M0.5%-27.9%0.025%
8/13/2025Willis Johnson & Associates Inc.345,745$28.65M1.9%+1.9%0.122%
8/13/2025Capital Counsel LLC NY13,175$1.09M0.0%+29.5%0.005%
8/13/2025Fisher Asset Management LLC370,346$30.69M0.0%-2.7%0.131%
8/13/2025Edgestream Partners L.P.84,796$7.03M0.2%+825.9%0.030%
8/13/2025Wealthedge Investment Advisors LLC33,944$2.81M1.2%-1.5%0.012%
8/13/2025Everstar Asset Management LLC99,913$8.28M5.0%-0.3%0.035%
8/13/2025VestGen Advisors LLC11,683$968K0.0%+19.2%0.004%
8/13/2025Lido Advisors LLC1,093,610$90.62M0.4%+68.9%0.387%
8/13/2025Legacy Capital Wealth Partners LLC4,829$400K0.1%-3.9%0.002%
8/13/2025Aspire Growth Partners LLC13,157$1.09M0.9%-4.1%0.005%
8/13/2025Independent Family Office LLC16,227$1.35M0.6%-9.3%0.006%
8/13/2025Schroder Investment Management Group54,821$4.54M0.0%-6.9%0.019%
8/13/2025Virtue Capital Management LLC61,619$5.11M0.9%N/A0.022%
8/13/2025Scotia Capital Inc.331,793$27.49M0.1%+62.8%0.117%
8/13/2025Hsbc Holdings PLC256,453$21.25M0.0%-14.4%0.091%
8/13/2025Level Four Advisory Services LLC35,060$2.91M0.1%+67.7%0.012%
8/13/2025Northwestern Mutual Wealth Management Co.1,180,332$97.80M0.1%+5.4%0.417%
8/13/2025Johnson Financial Group Inc.12,987$1.08M0.0%+16.6%0.005%
8/13/2025Sumitomo Mitsui Financial Group Inc.118,005$9.78M0.2%+0.9%0.042%
8/13/2025Crabel Capital Management LLC3,425$284K0.2%+15.5%0.001%
8/13/2025Elevation Point Wealth Partners LLC2,618$217K0.0%-18.5%0.001%
8/13/2025GM Advisory Group LLC832,544$68.99M3.4%+2.6%0.294%
8/13/2025Quadrant Capital Group LLC25,292$2.10M0.1%-39.5%0.009%
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8/13/2025Choreo LLC21,546$1.79M0.0%+79.4%0.008%
8/12/2025Blueprint Financial Advisors LLC38,396$3.18M1.0%-79.6%0.014%
8/12/2025J.W. Cole Advisors Inc.25,551$2.12M0.0%+10.2%0.009%
8/12/2025Oak Associates Ltd. OH30,438$2.52M0.2%+11.1%0.011%
8/12/2025Farmers National Bank9,043$749K0.2%-23.9%0.003%
8/12/2025Financial Advocates Investment Management17,621$1.46M0.1%-39.2%0.006%
8/12/2025Southeast Asset Advisors LLC3,927$325K0.0%-11.2%0.001%
8/12/2025Laurel Wealth Advisors LLC2,519,904$208.80M0.1%+8,100.4%0.891%
8/12/2025XTX Topco Ltd7,233$599K0.0%+136.5%0.003%
8/12/2025Steward Partners Investment Advisory LLC146,286$12.12M0.1%-3.4%0.052%
8/12/2025Jaffetilchin Investment Partners LLC304,595$25.24M1.7%+1.2%0.108%
8/12/2025Quadcap Wealth Management LLC6,534$541K0.1%N/A0.002%
8/12/2025Insigneo Advisory Services LLC23,670$1.96M0.2%-3.3%0.008%
8/12/2025CreativeOne Wealth LLC66,683$5.53M0.1%+74.2%0.024%
8/12/2025Global Retirement Partners LLC64,047$5.31M0.1%N/A0.023%
8/12/2025Waterloo Capital L.P.8,974$744K0.1%N/A0.003%
8/12/2025Eley Financial Management Inc90,806$7.52M2.9%-0.5%0.032%
8/12/2025Vestor Capital LLC10,250$849K0.0%+987.0%0.004%
8/12/2025Charles Schwab Investment Management Inc.1,300,963$107.80M0.0%-52.9%0.460%
8/12/2025Private Management Group Inc.39,830$3.30M0.1%-34.7%0.014%
8/12/2025Camden National Bank132,261$10.96M1.6%+5.9%0.047%
8/12/2025AlphaCore Capital LLC332$27K0.0%-65.6%0.000%
8/12/2025Blueprint Investment Partners LLC114,965$9.53M1.7%-74.7%0.041%
8/12/2025Franklin Resources Inc.47,674$3.95M0.0%+6.4%0.017%
8/12/2025MAI Capital Management99,682$8.26M0.1%+17.3%0.035%
8/12/2025JPMorgan Chase & Co.10,920,793$904.90M0.1%-4.4%3.862%
8/12/2025Personal CFO Solutions LLC17,428$1.44M0.3%+315.1%0.006%
8/12/2025Bank Julius Baer & Co. Ltd Zurich490$41K0.0%-91.7%0.000%
8/12/2025Auxano Advisors LLC12,042$998K0.2%-28.0%0.004%
8/12/2025Prudential PLC37,024$3.07M0.0%+20.0%0.013%
8/12/2025Absolute Capital Management LLC13,492$1.12M0.6%-1.2%0.005%
8/12/2025Howe & Rusling Inc.362$30K0.0%+36,100.0%0.000%
8/12/2025Wernau Asset Management Inc.3,918$325K0.2%-5.3%0.001%
8/12/2025Weaver Consulting Group7,520$623K0.2%-32.7%0.003%
8/12/2025EFG Asset Management Americas Corp.22,074$1.83M0.3%-14.3%0.008%
8/12/2025NFP Retirement Inc.160,427$13.29M0.9%-2.2%0.057%
8/12/2025PKS Advisory Services LLC25,826$2.14M0.5%-1.7%0.009%
8/12/2025Main Management LLC21,371$1.77M0.1%+0.7%0.008%
8/11/2025 Dorsey Wright & Associates22,077$1.83M0.4%+287.0%0.008%
8/11/2025 TD Waterhouse Canada Inc.106,403$8.78M0.1%+25.7%0.038%
8/11/2025 TRUE Private Wealth Advisors22,118$1.83M0.2%+0.8%0.008%
8/11/2025 America First Investment Advisors LLC452,822$37.52M7.5%+0.3%0.160%
8/11/2025 Traub Capital Management LLC28,179$2.34M2.2%N/A0.010%
8/11/2025 Wealthspire Advisors LLC37,156$3.08M0.0%-1.3%0.013%
8/11/2025 Wescott Financial Advisory Group LLC34,161$2.83M0.3%-0.6%0.012%
8/11/2025 Portside Wealth Group LLC19,423$1.61M0.2%+288.1%0.007%
8/11/2025 United Advisor Group LLC4,303$357K0.1%N/A0.002%
8/11/2025 Mount Lucas Management LP56,853$4.71M2.0%-31.4%0.020%
8/11/2025 Sykon Capital LLC44,726$3.71M1.4%+8.6%0.016%
8/11/2025 Bulltick Wealth Management LLC31,159$2.58M0.6%+22.7%0.011%
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8/11/2025 Rothschild Investment LLC30,446$2.52M0.2%+24.2%0.011%
8/11/2025 Citigroup Inc.1,238,658$102.64M0.1%-5.1%0.438%
8/11/2025 Midwest Professional Planners LTD.21,284$1.76M0.5%+1.4%0.008%
8/8/2025 Rockefeller Capital Management L.P.237,042$19.64M0.0%-0.6%0.084%
8/8/2025 Kingsview Wealth Management LLC200,866$16.64M0.3%+2.5%0.071%
8/8/2025 Citizens Financial Group Inc. RI58,475$4.85M0.1%+7.4%0.021%
8/8/2025 Avantax Advisory Services Inc.75,168$6.23M0.0%-15.7%0.027%
8/8/2025 Union Savings Bank544$45K0.0%-46.6%0.000%
8/8/2025 Cetera Investment Advisers721,292$59.77M0.1%+20.0%0.255%
8/8/2025 Creative Planning165,855$13.74M0.0%-4.6%0.059%
(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, 1,430 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 ($1.97B), Bank of America Corp DE ($1.25B), JPMorgan Chase & Co. ($904.90M), Captrust Financial Advisors ($756.89M), Assetmark Inc. ($588.14M), and LPL Financial LLC ($567.15M).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 1,209 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), Assetmark Inc. ($12.64M), Proficio Capital Partners LLC ($8.25M), Raymond James Financial Inc. ($5.07M), Captrust Financial Advisors ($4.71M), Cornell University ($4.29M), and JPMorgan Chase & Co. ($3.73M).

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

Institutional investors have bought a total of 128,405,281 shares in the last 24 months. This purchase volume represents approximately $10.61B in transactions.

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

Of the 706 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 ($2.88M), Barclays PLC ($2.24M), Charles Schwab Investment Management Inc. ($1.68M), The Manufacturers Life Insurance Company ($1.66M), and Cerity Partners OCIO LLC ($1.52M).

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

Institutional investors have sold a total of 47,654,022 shares in the last 24 months. This volume of shares sold represents approximately $3.94B in transactions.


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This page (NASDAQ:SHY) was last updated on 8/13/2025 by MarketBeat.com Staff
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