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

iShares 1-3 Year Treasury Bond ETF logo
$81.78 +0.01 (+0.01%)
(As of 12/20/2024 05:31 PM ET)
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)
692
Total
Institutional Inflows
(last 12 months)
$3.44B
Number of
Institutional Sellers
(last 12 months)
595
Total
Institutional Outflows
(last 12 months)
$3.64B
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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
12/19/2024 Independent Solutions Wealth Management LLC110,325$9.17M2.1%-1.1%0.041%
12/18/2024 Syntax Research Inc.84,322$7.01M4.7%-44.3%0.031%
12/13/2024 B. Riley Wealth Advisors Inc.26,084$2.17M0.1%+1.9%0.010%
12/11/2024 Alternative Investment Advisors LLC.8,691$723K0.4%+103.0%0.003%
12/6/2024 Logan Capital Management Inc.443$37K0.0%N/A0.000%
12/6/2024 Fidelity D & D Bancorp Inc.33,455$2.78M1.9%+19.0%0.012%
12/2/2024 Capasso Planning Partners LLC61,331$5.10M1.5%+28.9%0.022%
12/2/2024 Cornell University26,516$2.21M64.0%-36.6%0.010%
11/27/2024 Franklin Resources Inc.41,160$3.40M0.0%+481.6%0.015%
11/26/2024 Peapack Gladstone Financial Corp276,067$22.96M0.3%+3.7%0.102%
11/25/2024 Synovus Financial Corp104,019$8.65M0.1%+23.5%0.039%
11/25/2024 Tidal Investments LLC15,674$1.30M0.0%N/A0.006%
11/25/2024 Wilmington Savings Fund Society FSB5,712$475K0.0%-10.8%0.002%
11/25/2024 World Investment Advisors LLC93,903$7.81M0.2%-1.0%0.035%
11/25/2024 Sanctuary Advisors LLC86,297$7.08M0.0%+11.1%0.032%
11/25/2024 Pine Valley Investments Ltd Liability Co4,367$363K0.0%-9.5%0.002%
11/21/2024 Anchor Investment Management LLC519$43K0.0%-19.0%0.000%
11/21/2024 SkyView Investment Advisors LLC19,900$1.66M0.3%-7.4%0.007%
11/20/2024 Westside Investment Management Inc.30,843$2.57M0.5%+1.9%0.011%
11/19/2024 Discipline Wealth Solutions LLC11,309$940K0.5%N/A0.004%
11/19/2024 M&T Bank Corp669,583$55.68M0.2%+77.0%0.248%
11/18/2024 Rehmann Capital Advisory Group26,450$2.20M0.1%+0.6%0.010%
11/18/2024 TD Private Client Wealth LLC939,577$78.13M2.2%-15.3%0.348%
11/18/2024 Hobbs Group Advisors LLC9,780$813K0.3%-20.6%0.004%
11/18/2024 Fortem Financial Group LLC88,707$7.38M3.0%-15.3%0.033%
11/18/2024 Arete Wealth Advisors LLC56,193$4.67M0.4%+786.6%0.021%
11/18/2024 Sunbelt Securities Inc.4,833$402K0.0%-11.2%0.002%
11/18/2024 Coldstream Capital Management Inc.5,569$463K0.0%+11.9%0.002%
11/15/2024 M&T Bank Corp669,583$55.68M0.2%+77.0%0.248%
11/15/2024 Executive Wealth Management LLC2,488$207K0.0%N/A0.001%
11/15/2024 Barclays PLC2,759,067$229.42M0.1%+68.7%1.021%
11/15/2024 Continuum Advisory LLC19,903$1.63M0.2%+16.8%0.007%
11/15/2024 Raab & Moskowitz Asset Management LLC6,490$540K0.1%-4.0%0.002%
11/15/2024 MML Investors Services LLC733,971$61.03M0.2%-11.7%0.272%
11/15/2024 Headinvest LLC31,443$2.62M0.5%+2.4%0.012%
11/15/2024 Main Management LLC144,573$12.02M1.0%+0.6%0.054%
11/15/2024 Delos Wealth Advisors LLC1,349$112K0.1%-97.3%0.000%
11/15/2024 Orion Portfolio Solutions LLC243,584$20.25M0.4%+0.9%0.090%
11/15/2024 Zacks Investment Management359,137$29.86M0.3%+2.8%0.133%
11/15/2024 National Bank of Canada FI66,944$5.57M0.0%+1.8%0.025%
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11/15/2024 EP Wealth Advisors LLC1,991$166K0.0%+37.6%0.001%
11/15/2024 Insigneo Advisory Services LLC4,908$408K0.0%-31.4%0.002%
11/15/2024 Kovitz Investment Group Partners LLC346,248$28.75M0.2%-8.9%0.128%
11/15/2024 Voya Financial Advisors Inc.26,768$2.23M0.2%+38.0%0.010%
11/15/2024 WESCAP Management Group Inc.19,740$1.64M0.4%+52.8%0.007%
11/15/2024 Weaver Consulting Group11,962$995K0.3%-1.7%0.004%
11/15/2024 Stifel Financial Corp1,585,246$131.81M0.1%-0.6%0.587%
11/15/2024 SageView Advisory Group LLC4,800$399K0.0%-47.2%0.002%
11/15/2024 Quadrature Capital Ltd248,558$20.67M0.5%+464.3%0.092%
11/15/2024 Mission Creek Capital Partners Inc.3,091$257K0.1%-10.0%0.001%
11/15/2024 IHT Wealth Management LLC52,088$4.33M0.1%+85.7%0.019%
11/15/2024 Independent Family Office LLC37,549$3.12M1.6%+3.0%0.014%
11/15/2024 Integrated Wealth Concepts LLC181,962$15.13M0.2%+1.0%0.067%
11/15/2024 HighTower Advisors LLC896,824$74.53M0.1%+14.4%0.332%
11/15/2024 Hilltop Holdings Inc.73,112$6.08M0.4%+1,168.0%0.027%
11/15/2024 Hollow Brook Wealth Management LLC32,249$2.68M0.8%+15.8%0.012%
11/15/2024 Community Bank N.A.23,355$1.94M0.2%-3.3%0.009%
11/15/2024 Arrowroot Family Office LLC15,839$1.32M0.8%-7.1%0.006%
11/15/2024 Ascent Group LLC47,024$3.91M0.3%-38.1%0.017%
11/15/2024 Beacon Investment Advisory Services Inc.704,075$58.54M2.4%+1.0%0.261%
11/15/2024 Benjamin Edwards Inc.482,622$40.13M0.6%+2,772.4%0.179%
11/15/2024 Kestra Investment Management LLC3,207$267K0.0%N/A0.001%
11/14/2024 Edgestream Partners L.P.110,055$9.15M0.4%+161.6%0.041%
11/14/2024 NCM Capital Management LLC8,735$726K0.3%+50.2%0.003%
11/14/2024 Acropolis Investment Management LLC3,467$288K0.0%-70.3%0.001%
11/14/2024 L.M. Kohn & Company5,102$424K0.1%+4.1%0.002%
11/14/2024 Ironwood Investment Counsel LLC18,573$1.54M0.3%-10.3%0.007%
11/14/2024 TRUE Private Wealth Advisors44,723$3.72M0.4%-49.8%0.017%
11/14/2024 Flow Traders U.S. LLC95,354$7.93M0.4%N/A0.035%
11/14/2024 Captrust Financial Advisors8,465,842$703.94M2.1%+72.7%3.134%
11/14/2024 Atlantic Union Bankshares Corp3,152$262K0.0%-33.0%0.001%
11/14/2024 Kingfisher Capital LLC6,445$536K0.1%-7.3%0.002%
11/14/2024 Icon Wealth Advisors LLC1,540$128K0.0%N/A0.001%
11/14/2024 Rockefeller Capital Management L.P.159,978$13.30M0.0%-31.5%0.059%
11/14/2024 Fiduciary Trust Co37,630$3.13M0.0%+0.7%0.014%
11/14/2024 RPg Family Wealth Advisory LLC12,671$1.05M0.3%N/A0.005%
11/14/2024 CreativeOne Wealth LLC30,565$2.54M0.1%+16.6%0.011%
11/13/2024 Freedom Investment Management Inc.6,509$541K0.0%-2.5%0.002%
11/13/2024 Cynosure Group LLC3,066$255K0.0%-4.0%0.001%
11/13/2024 Townsquare Capital LLC26,981$2.24M0.0%-91.1%0.010%
11/13/2024 Transamerica Financial Advisors Inc.377$32K0.0%-99.8%0.000%
11/13/2024 All Terrain Financial Advisors LLC34,396$2.86M1.0%+34.2%0.013%
11/13/2024 BNP Paribas Financial Markets3,104$258K0.0%-96.3%0.001%
11/13/2024 D.A. Davidson & CO.9,837$818K0.0%+1.6%0.004%
11/13/2024 FMR LLC1,710,700$142.25M0.0%-42.2%0.633%
11/13/2024 The Manufacturers Life Insurance Company849,985$70.68M0.1%+179.8%0.315%
11/13/2024 Bank of Montreal Can5,135,345$427.62M0.2%+0.8%1.901%
11/13/2024 Acorn Wealth Advisors LLC20,779$1.73M0.7%+0.7%0.008%
11/13/2024 Alliance Wealth Management Group5,026$418K0.1%+9.1%0.002%
11/13/2024 Pacific Financial Group Inc.25,531$2.12M1.6%-5.4%0.009%
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11/13/2024Fisher Asset Management LLC228,579$19.01M0.0%+90.2%0.085%
11/12/2024 SevenBridge Financial Group LLC158,732$13.02M2.3%+28.8%0.059%
11/12/2024 Crewe Advisors LLC3,718$309K0.0%-24.4%0.001%
11/12/2024Larson Financial Group LLC166,996$13.89M0.8%+88.7%0.062%
11/12/2024 Wescott Financial Advisory Group LLC29,331$2.44M0.3%+6.7%0.011%
11/12/2024 StoneX Group Inc.26,119$2.17M0.2%+9.9%0.010%
11/12/2024 Towercrest Capital Management19,479$1.62M0.3%-3.5%0.007%
11/12/2024 Kingsview Wealth Management LLC70,001$5.82M0.1%-47.3%0.026%
11/12/2024 Alesco Advisors LLC8,110$674K0.0%+5.1%0.003%
11/12/2024 Cerity Partners LLC2,294,254$190.77M0.4%-1.8%0.849%
(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, 1,378 institutional investors and hedge funds held shares of iShares 1-3 Year Treasury Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($2.01B), Morgan Stanley ($1.97B), Bank of America Corp DE ($1.29B), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($703.94M), 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 1,145 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 142,397,364 shares in the last 24 months. This purchase volume represents approximately $18.19B in transactions.

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

Of the 948 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), Ritholtz Wealth Management ($4.48M), US Bancorp DE ($4.40M), Envestnet Asset Management Inc. ($4.30M), Ameriprise Financial Inc. ($3.93M), and JPMorgan Chase & Co. ($3.89M).

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

Institutional investors have sold a total of 127,920,804 shares in the last 24 months. This volume of shares sold represents approximately $16.53B in transactions.


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This page (NASDAQ:SHY) was last updated on 12/21/2024 by MarketBeat.com Staff
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