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

iShares 1-3 Year Treasury Bond ETF logo
$82.61 0.00 (0.00%)
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)
807
Total
Institutional Inflows
(last 12 months)
$5.11B
Number of
Institutional Sellers
(last 12 months)
635
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
4/15/2025Yarger Wealth Strategies LLC4,223$349K0.2%-34.0%0.001%
4/15/2025Net Worth Advisory Group127,579$10.56M3.3%-0.3%0.045%
4/15/2025Greenwood Capital Associates LLC2,670$221K0.0%-27.0%0.001%
4/15/2025Fifth Third Bancorp308,473$25.52M0.1%+1.0%0.109%
4/15/2025Two West Capital Advisors LLC4,479$369K0.3%-43.6%0.002%
4/15/2025Arvest Investments Inc.78,610$6.50M1.0%+1.5%0.028%
4/15/2025Stephens Group Asset Management LLC3,507$290K0.0%-63.5%0.001%
4/15/2025Zhang Financial LLC11,166$924K0.0%-12.1%0.004%
4/15/2025Noble Wealth Management PBC13,685$1.13M0.8%-7.4%0.005%
4/15/2025Baker Ellis Asset Management LLC12,151$1.01M0.1%+69.3%0.004%
4/15/2025Capital Advisory Group Advisory Services LLC22,457$1.86M0.7%-14.5%0.008%
4/15/2025Laurel Wealth Advisors LLC30,729$2.54M0.4%-2.7%0.011%
4/15/2025Transform Wealth LLC42,845$3.55M0.2%-1.0%0.015%
4/15/2025Focus Financial Network Inc.91,710$7.59M0.3%-0.8%0.032%
4/15/2025Martin Capital Partners LLC30,394$2.51M3.0%-3.0%0.011%
4/15/2025My Legacy Advisors LLC3,731$309K0.1%-12.6%0.001%
4/15/2025CX Institutional260,857$21.58M0.8%-6.3%0.092%
4/15/2025Latko Wealth Management Ltd.12,943$1.07M0.7%+52.6%0.005%
4/15/2025MV Capital Management Inc.25,571$2.12M0.2%+14.2%0.009%
4/15/2025Integrated Advisors Network LLC75,064$6.21M0.3%-22.5%0.027%
4/15/2025Atwood & Palmer Inc.560,933$46.41M3.2%+3.6%0.198%
4/15/2025SG Americas Securities LLC174,645$14.45M0.0%+17.7%0.062%
4/15/2025Ameliora Wealth Management Ltd.5,180$429K0.2%-8.4%0.002%
4/15/2025Accurate Wealth Management LLC58,283$4.80M0.9%N/A0.021%
4/15/2025Kingstone Capital Partners Texas LLC7,686$636K0.5%-10.2%0.003%
4/15/2025Shira Ridge Wealth Management45,789$3.79M1.9%-2.3%0.016%
4/15/2025Simplicity Wealth LLC21,999$1.82M0.1%+151.0%0.008%
4/15/2025West Paces Advisors Inc.12,563$1.04M0.2%-3.9%0.004%
4/15/2025Wealthcare Capital Management LLC32,304$2.67M0.3%+1.1%0.011%
4/15/2025Wealthcare Advisory Partners LLC42,596$3.52M0.1%+58.5%0.015%
4/14/2025 International Private Wealth Advisors LLC15,592$1.29M1.2%+5.7%0.006%
4/14/2025 Investment Advisory Group LLC34,147$2.83M0.9%+5.3%0.012%
4/14/2025 Henrickson Nauta Wealth Advisors Inc.9,343$772K0.3%-1.6%0.003%
4/14/2025 WFA Asset Management Corp470$38K0.0%N/A0.000%
4/14/2025 Farther Finance Advisors LLC117,117$9.66M0.2%+2.3%0.041%
4/14/2025 Portside Wealth Group LLC5,005$414K0.1%-30.0%0.002%
4/14/2025 Camelot Technology Advisors Inc.21,411$1.77M1.6%-3.5%0.008%
4/14/2025 Single Point Partners LLC36,478$3.02M0.6%+1.6%0.013%
4/14/2025 Priebe Wealth Holdings LLC3,122$258K0.2%-62.9%0.001%
4/14/2025 Compass Planning Associates Inc2,403$199K0.2%-80.5%0.001%
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4/14/2025 Tanglewood Wealth Management Inc.4,855$402K0.0%N/A0.002%
4/14/2025 Capital Investment Advisors LLC12,495$1.03M0.0%-2.1%0.004%
4/14/2025 OLD National Bancorp IN6,035$499K0.0%N/A0.002%
4/14/2025 Flagship Private Wealth LLC73,274$6.06M2.9%+110.1%0.026%
4/14/2025 Greenspring Advisors LLC21,634$1.79M0.4%+2.2%0.008%
4/14/2025 Miracle Mile Advisors LLC3,631$300K0.0%+26.8%0.001%
4/14/2025 Patriot Financial Group Insurance Agency LLC2,485$206K0.0%-5.7%0.001%
4/14/2025 Charter Oak Capital Management LLC30,412$2.52M0.2%-2.0%0.011%
4/14/2025 UMB Bank n.a.58,589$4.85M0.1%+23.8%0.021%
4/14/2025 Perennial Advisors LLC32,416$2.68M0.5%+39.7%0.011%
4/14/2025 Gemmer Asset Management LLC82,023$6.79M0.7%+1.1%0.029%
4/11/2025 Principia Wealth Advisory LLC47,228$3.90M3.7%+32.3%0.017%
4/11/2025 Lake Hills Wealth Management LLC216,888$17.94M12.4%+35.3%0.078%
4/11/2025 Godsey & Gibb Inc.314$26K0.0%N/A0.000%
4/11/2025 Tower Wealth Partners Inc.18,778$1.55M0.8%+2.0%0.007%
4/11/2025 Verum Partners LLC3,935$326K0.1%-37.4%0.001%
4/11/2025 Sandbox Financial Partners LLC50,518$4.18M1.5%N/A0.018%
4/11/2025 Procyon Advisors LLC12,907$1.07M0.1%-3.7%0.005%
4/11/2025 Magnus Financial Group LLC34,041$2.82M0.3%-7.2%0.012%
4/11/2025 LifeGuide Financial Advisors LLC27,789$2.30M0.9%-2.5%0.010%
4/11/2025 A. D. Beadell Investment Counsel Inc.5,526$457K0.4%+2.4%0.002%
4/11/2025 Pinnacle Wealth Management Group Inc.7,807$646K0.5%+5.4%0.003%
4/11/2025 Hudson Capital Management LLC3,053$253K0.1%-6.8%0.001%
4/11/2025 Enclave Advisors LLC55,942$4.63M0.8%+3.5%0.020%
4/11/2025 Edge Wealth Management LLC351,104$29.05M5.9%+1.3%0.126%
4/10/2025 Charles Schwab Trust Co6,068$502K0.0%N/A0.002%
4/10/2025 Chesley Taft & Associates LLC31,725$2.63M0.1%+2.1%0.011%
4/10/2025 Boltwood Capital Management75,660$6.26M1.9%+4.4%0.027%
4/10/2025 Sugar Maple Asset Management LLC67,637$5.60M4.4%-12.2%0.024%
4/10/2025 Bay Rivers Group4,663$386K0.2%-34.5%0.002%
4/10/2025 Beacon Financial Group111,665$9.24M1.0%+843.4%0.040%
4/10/2025 Secure Asset Management LLC4,502$372K0.1%-37.3%0.002%
4/10/2025 Portside Wealth Group LLC7,146$586K0.1%N/A0.003%
4/10/2025 Park Edge Advisors LLC20,604$1.71M0.5%-19.9%0.007%
4/10/2025 TruWealth Advisors LLC2,529$209K0.0%-14.8%0.001%
4/10/2025 Veracity Capital LLC16,365$1.35M0.5%-13.1%0.006%
4/10/2025 Nixon Peabody Trust Co.230,656$19.08M1.6%+427.4%0.083%
4/10/2025 Financial Management Professionals Inc.15,888$1.31M0.2%+1.8%0.006%
4/10/2025 Iams Wealth Management LLC10,317$854K0.4%+20.4%0.004%
4/10/2025 CPR Investments Inc.45,530$3.77M3.3%+27.5%0.016%
4/10/2025 Apella Capital LLC53,278$4.40M0.2%-13.9%0.019%
4/10/2025 Horizons Wealth Management1,736$144K0.1%-16.8%0.001%
4/10/2025 Presilium Private Wealth LLC38,952$3.22M0.7%-2.9%0.014%
4/10/2025 Rialto Wealth Management LLC750$62K0.0%-17.9%0.000%
4/9/2025 Freestate Advisors LLC20,979$1.74M1.7%-18.4%0.008%
4/9/2025 RFG Advisory LLC27,464$2.27M0.1%+5.4%0.010%
4/9/2025 Capital Asset Advisory Services LLC6,000$495K0.0%-37.3%0.002%
4/9/2025 HBW Advisory Services LLC2,831$234K0.0%-5.0%0.001%
4/9/2025 ST Germain D J Co. Inc.1,526$126K0.0%+517.8%0.001%
4/9/2025 Merit Financial Group LLC9,240$764K0.0%-2.3%0.003%
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Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

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4/9/2025 Harbor Investment Advisory LLC38,988$3.23M0.3%-1.8%0.014%
4/9/2025 Flagstar Advisors Inc.4,223$349K0.1%-9.1%0.002%
4/9/2025 NBC Securities Inc.8,161$675K0.1%+101,912.5%0.003%
4/9/2025 Fiduciary Alliance LLC6,678$552K0.1%-4.6%0.002%
4/9/2025 Worth Asset Management LLC71,129$5.89M3.2%N/A0.026%
4/9/2025 Aua Capital Management LLC53,078$4.39M2.9%-0.5%0.019%
4/9/2025 PMG Wealth Management Inc.28,482$2.35M2.5%+1.2%0.010%
4/9/2025 SigFig Wealth Management LLC53,243$4.45M0.2%-0.3%0.019%
4/9/2025 JGP Wealth Management LLC15,566$1.29M0.2%+6.4%0.006%
4/9/2025 Bond & Devick Financial Network Inc.4,907$406K0.1%-8.7%0.002%
(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, 1,446 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 1,209 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 147,979,315 shares in the last 24 months. This purchase volume represents approximately $15.88B in transactions.

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

Of the 959 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 111,413,530 shares in the last 24 months. This volume of shares sold represents approximately $12.45B in transactions.


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This page (NASDAQ:SHY) was last updated on 4/15/2025 by MarketBeat.com Staff
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