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

iShares 1-3 Year Treasury Bond ETF logo
$82.53 +0.07 (+0.08%)
As of 07/18/2025 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)
868
Total
Institutional Inflows
(last 12 months)
$9.36B
Number of
Institutional Sellers
(last 12 months)
691
Total
Institutional Outflows
(last 12 months)
$3.92B
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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
7/18/2025Vicus Capital18,492$1.53M0.1%+3.2%0.006%
7/18/2025Foundry Financial Group Inc.12,676$1.05M0.6%+14.4%0.004%
7/18/2025Pure Financial Advisors LLC101,471$8.41M0.1%-1.5%0.035%
7/18/2025Clarity Financial LLC637,040$52.79M5.7%-3.4%0.222%
7/18/2025Woodward Diversified Capital LLC4,262$353K0.2%+21.0%0.001%
7/18/2025New Wave Wealth Advisors LLC13,802$1.14M0.5%-24.6%0.005%
7/18/2025SOA Wealth Advisors LLC.1,826$151K0.0%-6.5%0.001%
7/18/2025Northeast Financial Group Inc.3,820$317K0.1%-3.4%0.001%
7/18/2025Dogwood Wealth Management LLC84,670$6.98M3.4%+5.5%0.029%
7/18/2025Vigilare Wealth Management140,813$11.67M4.4%+96.3%0.049%
7/18/2025Trilogy Capital Inc.2,663$221K0.0%-13.8%0.001%
7/18/2025Trust Co. of Vermont2,573$213K0.0%+229.9%0.001%
7/18/2025Bartlett & CO. Wealth Management LLC456,099$37.79M0.5%+12.8%0.159%
7/18/2025Pacific Point Advisors LLC12,464$1.03M0.6%N/A0.004%
7/18/2025SigFig Wealth Management LLC51,809$4.29M0.1%-2.7%0.018%
7/18/2025Lowery Thomas LLC10,642$882K0.6%+14.6%0.004%
7/18/2025PFG Investments LLC20,121$1.67M0.1%-8.2%0.007%
7/18/2025Cooper Financial Group16,080$1.33M0.2%-3.6%0.006%
7/18/2025Truist Financial Corp2,663,580$220.70M0.3%-12.2%0.927%
7/17/2025 MBA Advisors LLC87,407$7.24M3.3%+54.2%0.030%
7/17/2025 LifeGuide Financial Advisors LLC26,051$2.16M0.8%-6.3%0.009%
7/17/2025 Park Place Capital Corp7,465$616K0.1%-11.0%0.003%
7/17/2025 Capital Investment Advisors LLC12,646$1.05M0.0%+1.2%0.004%
7/17/2025 White Pine Investment CO131,009$10.86M2.7%+4.4%0.046%
7/17/2025 Northwest Wealth Management LLC7,431$616K0.1%-6.1%0.003%
7/17/2025 Stephens Group Asset Management LLC6,744$559K0.0%+92.3%0.002%
7/17/2025 Raleigh Capital Management Inc.7,951$659K0.3%N/A0.003%
7/17/2025 Spartan Planning & Wealth Management56,198$4.66M4.0%-48.4%0.020%
7/17/2025 HB Wealth Management LLC15,715$1.30M0.0%-14.7%0.005%
7/17/2025 Janney Montgomery Scott LLC142,485$11.81M0.0%-4.7%0.050%
7/17/2025 Smith Chas P & Associates PA Cpas2,452$203K0.0%-14.9%0.001%
7/17/2025 Fifth Third Securities Inc.20,548$1.70M0.1%+10.3%0.007%
7/17/2025 Prepared Retirement Institute LLC53,476$4.43M2.6%+1.5%0.019%
7/17/2025 Archford Capital Strategies LLC29,593$2.45M0.3%-4.3%0.010%
7/17/2025 Enclave Advisors LLC56,728$4.70M0.8%+1.4%0.020%
7/17/2025 Global Trust Asset Management LLC1,819$151K0.1%+70.2%0.001%
7/17/2025 Symmetry Partners LLC100,709$8.35M1.0%+6.1%0.035%
7/17/2025 PMG Wealth Management Inc.27,717$2.29M1.9%-2.7%0.010%
7/17/2025 CWA Asset Management Group LLC394,083$32.65M1.4%+37.0%0.137%
7/17/2025 Fort Washington Investment Advisors Inc. OH9,939$824K0.0%-7.7%0.003%
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7/17/2025 Barry Investment Advisors LLC19,562$1.62M0.4%+59.1%0.007%
7/17/2025 Avior Wealth Management LLC23,757$1.97M0.1%-2.3%0.008%
7/17/2025 BayBridge Capital Group LLC85,941$7.12M4.6%+1.7%0.030%
7/17/2025 Charles Schwab Trust Co4,647$385K0.0%-23.4%0.002%
7/17/2025 Tempus Wealth Planning LLC4,123$342K0.1%+14.3%0.001%
7/17/2025 SeaBridge Investment Advisors LLC22,844$1.89M0.4%-15.7%0.008%
7/16/2025 Signature Resources Capital Management LLC1,116$92K0.1%N/A0.000%
7/16/2025 Midwest Heritage Bank FSB77,776$6.45M2.4%+3.4%0.027%
7/16/2025 Cahaba Wealth Management Inc.24,077$2.00M0.2%+0.9%0.008%
7/16/2025 Independent Wealth Network Inc.13,949$1.16M0.4%-2.6%0.005%
7/16/2025 TRU Independence Asset Management 2 LLC32,815$2.72M1.9%+3.7%0.011%
7/16/2025 ORG Wealth Partners LLC1,096$90K0.0%+27.4%0.000%
7/16/2025 ORG Partners LLC11,420$944K0.2%-38.9%0.004%
7/16/2025 MinichMacGregor Wealth Management LLC55,595$4.61M1.0%-3.1%0.019%
7/16/2025 1834 Investment Advisors Co.3,465$287K0.0%+7.8%0.001%
7/16/2025 ST Germain D J Co. Inc.862$71K0.0%-43.5%0.000%
7/16/2025 New Insight Wealth Advisors36,044$2.99M1.2%+8.1%0.013%
7/16/2025 Amarillo National Bank10,822$897K0.2%+3.2%0.004%
7/16/2025 Beaumont Financial Advisors LLC4,854$402K0.0%+58.2%0.002%
7/16/2025 EdgeRock Capital LLC3,614$299K0.1%N/A0.001%
7/16/2025 Blue Oak Capital LLC3,855$319K0.2%N/A0.001%
7/16/2025 A. D. Beadell Investment Counsel Inc.6,069$502K0.4%+9.8%0.002%
7/16/2025 Traveka Wealth LLC4,141$343K0.2%N/A0.001%
7/16/2025 Freestate Advisors LLC19,923$1.65M1.5%-5.0%0.007%
7/16/2025 Bright Financial Advisors Inc.10,325$856K0.5%-1.9%0.004%
7/16/2025 Dakota Wealth Management316,095$26.19M0.6%+20.9%0.110%
7/16/2025 Perigon Wealth Management LLC94,498$7.83M0.2%-17.7%0.033%
7/16/2025 Maridea Wealth Management LLC3,504$290K0.1%N/A0.001%
7/16/2025 Magnus Financial Group LLC34,554$2.86M0.3%+1.5%0.012%
7/16/2025 Castleview Partners LLC4,479$371K0.2%+49.8%0.002%
7/15/2025 Avaii Wealth Management LLC3,977$330K0.1%-19.0%0.001%
7/15/2025 Palumbo Wealth Management LLC20,851$1.73M0.5%-25.7%0.007%
7/15/2025 Perennial Advisors LLC34,034$2.82M0.5%+5.0%0.012%
7/15/2025 Well Done LLC70,466$5.84M1.1%+25.9%0.025%
7/15/2025 Beacon Investment Advisory Services Inc.685,531$56.80M2.5%+4.5%0.240%
7/15/2025 Postrock Partners LLC5,192$430K0.2%+5.4%0.002%
7/15/2025 Verum Partners LLC3,556$295K0.1%-9.6%0.001%
7/15/2025 Wealth Effects LLC3,447$286K0.1%+4.1%0.001%
7/15/2025 TD Private Client Wealth LLC897,233$74.35M1.8%-2.3%0.314%
7/15/2025 Roger Wittlin Investment Advisory LLC3,644$302K0.2%N/A0.001%
7/15/2025 Carr Financial Group Corp36,607$3.03M0.9%+11.9%0.013%
7/15/2025 Evanson Asset Management LLC12,675$1.05M0.1%+32.7%0.004%
7/15/2025 Peddock Capital Advisors LLC6,063$502K0.1%+36.3%0.002%
7/15/2025 Patriot Investment Management Group Inc.87,275$7.23M0.5%+2.0%0.031%
7/15/2025 Alhambra Investment Management LLC9,124$756K0.4%-14.6%0.003%
7/15/2025 Buttonwood Financial Advisors Inc.74,667$6.19M2.5%+1.4%0.026%
7/15/2025 Financial Management Professionals Inc.15,294$1.27M0.1%-3.7%0.005%
7/15/2025 Heritage Oak Wealth Advisors LLC7,702$638K0.3%N/A0.003%
7/15/2025 Norden Group LLC28,746$2.38M0.3%+220.5%0.010%
7/15/2025 Maseco LLP7,030$582K0.0%N/A0.002%
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7/15/2025 Axis Wealth Partners LLC13,444$1.11M0.7%-3.2%0.005%
7/15/2025 Fifth Third Bancorp309,962$25.68M0.1%+0.5%0.108%
7/15/2025 Kelly Financial Group LLC7,775$644K0.1%-54.8%0.003%
7/15/2025 Family Wealth Partners LLC30,860$2.56M1.0%-1.8%0.011%
7/15/2025 Christensen King & Associates Investment Services Inc.28,786$2.39M1.1%+2.5%0.010%
7/15/2025 Bfsg LLC33,813$2.80M0.3%+9.5%0.012%
7/15/2025 Optima Capital LLC7,567$627K0.3%N/A0.003%
7/14/2025 Kooman & Associates74,732$6.19M2.1%-5.2%0.026%
7/14/2025 Occidental Asset Management LLC7,042$584K0.1%+47.0%0.002%
7/14/2025 Farmers Trust Co.13,801$1.14M0.2%+4.5%0.005%
(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, 1,446 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. ($944.79M), BlackRock Inc. ($915.10M), Captrust Financial Advisors ($756.89M), 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 1,195 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), JPMorgan Chase & Co. ($13.80M), Assetmark Inc. ($8.73M), Proficio Capital Partners LLC ($8.25M), Bank of Montreal Can ($6.08M), Raymond James Financial Inc. ($5.07M), and Captrust Financial Advisors ($4.71M).

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

Institutional investors have bought a total of 113,164,710 shares in the last 24 months. This purchase volume represents approximately $9.34B in transactions.

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

Of the 690 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 ($5.40M), Barclays PLC ($2.24M), The Manufacturers Life Insurance Company ($1.66M), Truist Financial Corp ($1.46M), and Cerity Partners OCIO LLC ($1.37M).

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

Institutional investors have sold a total of 47,492,405 shares in the last 24 months. This volume of shares sold represents approximately $3.92B in transactions.


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This page (NASDAQ:SHY) was last updated on 7/19/2025 by MarketBeat.com Staff
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