SHY Institutional Ownership
iShares 1-3 Year Treasury Bond ETF
1W: +0.1%
1M: -0.7%
3M: -1.1%
YTD: -1.6%
1Y: -1.2%
3Y: +9.6%
5Y: +6.2%
$81.05
-0.05 (-0.06%)
Weekly Expected Move ±0.3%
$81
$81
$81
$81
$81
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — SHY
1,314
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
20B
Total Invested
101
New Positions
510
Increased
534
Reduced
91
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1400 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 23,782,177 | 1.9B | +1,251,734 | +5.6% | 60Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 21,086,882 | 1.7B | +1,895,996 | +9.9% | 43Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 17,222,354 | 1.4B | +1,572,822 | +10.1% | 15Q | SEC ↗ |
| 4 | BlackRock, Inc. | 12,621,912 | 1.0B | +931,257 | +8.0% | 8Q | SEC ↗ |
| 5 | FMR LLC | 11,506,634 | 933M | +7,427,817 | +182.1% | 32Q | SEC ↗ |
| 6 | JPMORGAN CHASE & CO | 9,027,794 | 732M | -3,479,510 | -27.8% | 73Q | SEC ↗ |
| 7 | AMERIPRISE FINANCIAL INC | 6,154,693 | 499M | -250,231 | -3.9% | 16Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 5,682,654 | 461M | -32,199 | -0.6% | 95Q | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 5,600,457 | 454M | -113,279 | -2.0% | 76Q | SEC ↗ |
| 10 | LPL Financial LLC | 5,477,221 | 444M | -396,028 | -6.7% | 54Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 5,038,978 | 408M | +460,374 | +10.1% | 7Q | SEC ↗ |
| 12 | UBS Group AG | 4,710,588 | 382M | -113,722 | -2.4% | 47Q | SEC ↗ |
| 13 | ASSETMARK, INC | 4,577,908 | 371M | +1,402,228 | +44.2% | 52Q | SEC ↗ |
| 14 | BANK OF MONTREAL /CAN | 4,344,176 | 352M | +676,403 | +18.4% | 53Q | SEC ↗ |
| 15 | MANUFACTURERS LIFE INSURANCE COMPANY, | 3,545,364 | 287M | +2,454,485 | +225.0% | 22Q | SEC ↗ |
| 16 | ROYAL BANK OF CANADA | 3,485,702 | 283M | -29,950 | -0.9% | 70Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 3,345,948 | 271M | -244,049 | -6.8% | 79Q | SEC ↗ |
| 18 | PINEBRIDGE INVESTMENTS ASIA LTD | 2,773,000 | 225M | +36,000 | +1.3% | 3Q | SEC ↗ |
| 19 | PNC Financial Services Group, Inc. | 2,766,431 | 224M | +337,691 | +13.9% | 15Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 2,676,009 | 217M | +372,632 | +16.2% | 53Q | SEC ↗ |
| 21 | Cerity Partners LLC | 2,479,279 | 201M | -24,362 | -1.0% | 23Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 2,125,383 | 172M | +619,461 | +41.1% | 49Q | SEC ↗ |
| 23 | CRITERIA CAIXA, S.A.U. | 2,000,000 | 162M | — | +0.0% | 5Q | SEC ↗ |
| 24 | AIA Group Ltd | 1,425,189 | 116M | +535,118 | +60.1% | 10Q | SEC ↗ |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,400,733 | 114M | -80,773 | -5.5% | 75Q | SEC ↗ |
| 26 | Focus Partners Wealth | 1,210,138 | 98M | -39,639 | -3.2% | 11Q | SEC ↗ |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,198,032 | 97M | -24,310 | -2.0% | 15Q | SEC ↗ |
| 28 | Sixth Street Partners Management Compa NEW | 1,198,032 | 97M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Smithfield Trust Co | 1,141,250 | 92M | +24,568 | +2.2% | 56Q | SEC ↗ |
| 30 | CITIGROUP INC | 1,133,190 | 92M | +298,557 | +35.8% | 96Q | SEC ↗ |
| 31 | BARCLAYS PLC | 1,053,819 | 85M | +303,900 | +40.5% | 67Q | SEC ↗ |
| 32 | TFC Financial Management, Inc. | 1,026,401 | 83M | +35,712 | +3.6% | 13Q | SEC ↗ |
| 33 | Americana Partners, LLC | 993,588 | 81M | +38,905 | +4.1% | 14Q | SEC ↗ |
| 34 | Roehl & Yi Investment Advisors, LLC NEW | 945,221 | 77M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Quent Capital, LLC | 944,744 | 77M | +172,671 | +22.4% | 19Q | SEC ↗ |
| 36 | Wealthfront Advisers LLC | 910,823 | 74M | -103,955 | -10.2% | 15Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 898,751 | 73M | -78,245 | -8.0% | 26Q | SEC ↗ |
| 38 | CX Institutional | 894,736 | 73M | +485,882 | +118.8% | 33Q | SEC ↗ |
| 39 | Bleakley Financial Group, LLC | 870,227 | 71M | -13,171 | -1.5% | 15Q | SEC ↗ |
| 40 | Modern Wealth Management, LLC | 849,764 | 69M | +379,973 | +80.9% | 11Q | SEC ↗ |
| 41 | CWA Asset Management Group, LLC | 843,777 | 68M | -33,862 | -3.9% | 8Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 837,714 | 68M | -44,531 | -5.0% | 15Q | SEC ↗ |
| 43 | TD PRIVATE CLIENT WEALTH LLC | 818,344 | 66M | -12,845 | -1.5% | 27Q | SEC ↗ |
| 44 | Wealthspire Advisors, LLC | 817,585 | 66M | +798,814 | +4255.6% | 31Q | SEC ↗ |
| 45 | Lido Advisors, LLC | 814,969 | 66M | -114,841 | -12.4% | 28Q | SEC ↗ |
| 46 | BEACON INVESTMENT ADVISORY SERVICES, I | 775,709 | 63M | -6,426 | -0.8% | 14Q | SEC ↗ |
| 47 | MML INVESTORS SERVICES, LLC | 773,885 | 63M | +185,769 | +31.6% | 37Q | SEC ↗ |
| 48 | GM Advisory Group, LLC | 757,390 | 61M | +15,642 | +2.1% | 16Q | SEC ↗ |
| 49 | HighTower Advisors, LLC | 739,930 | 60M | -9,214 | -1.2% | 68Q | SEC ↗ |
| 50 | ATWOOD & PALMER INC | 732,119 | 59M | +14,900 | +2.1% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,198,032 | 97M |
| Roehl & Yi Investment Advisors, LLC | 945,221 | 77M |
| Ridgepath Capital Management LLC | 244,221 | 20M |
| VICTORY CAPITAL MANAGEMENT INC | 231,566 | 19M |
| Empowered Funds, LLC | 207,164 | 17M |
| Core Capital Management & Research, | 192,124 | 16M |
| Convergence Financial, LLC | 144,708 | 12M |
| Global Retirement Partners, LLC | 136,583 | 11M |
| Roof Eidam Maycock Peralta, LLC | 134,335 | 11M |
| PALLADIEM, LLC | 108,950 | 9M |
| SIH Partners, LLLP | 105,126 | 9M |
| Quantinno Capital Management LP | 69,659 | 6M |
| Ameraudi Asset Management, Inc. | 67,235 | 5M |
| FLOW TRADERS U.S. LLC | 66,128 | 5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 52,552 | 4M |
| J.W. COLE ADVISORS, INC. | 47,814 | 4M |
| BRAVE ASSET MANAGEMENT INC | 31,032 | 3M |
| Envision Financial Transparency, LL | 29,505 | 2M |
| FIDUCIARY FINANCIAL ADVISORS | 27,983 | 2M |
| NOMURA ASSET MANAGEMENT CO LTD | 27,015 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| McElhenny Sheffield Capital Managem | 1,065,147 | 86M |
| GenWealth Group, Inc. | 996,294 | 81M |
| Tanglewood Wealth Management, Inc. | 932,323 | 76M |
| Transmarket Holdings LP | 924,845 | 75M |
| Mizuho Markets Cayman LP | 650,000 | 53M |
| Nuveen, LLC | 355,552 | 29M |
| SHEPHERD WEALTH MANAGEMENT Ltd LIAB | 334,883 | 27M |
| HERITAGE OAK WEALTH ADVISORS LLC | 309,201 | 25M |
| DRW Securities, LLC | 304,727 | 25M |
| Moment Partners, LLC | 288,044 | 23M |
| Virtue Capital Management, LLC | 213,578 | 17M |
| MEEDER ASSET MANAGEMENT INC | 184,739 | 15M |
| Members Advisory Group LLC | 161,373 | 13M |
| TWO SIGMA SECURITIES, LLC | 96,237 | 8M |
| Donoghue Forlines LLC | 84,477 | 7M |
| Crossmark Global Holdings, Inc. | 82,625 | 7M |
| Bouvel Investment Partners, LLC | 76,128 | 6M |
| ARVEST INVESTMENTS, INC. | 69,394 | 6M |
| Engineers Gate Manager LP | 60,565 | 5M |
| IEQ CAPITAL, LLC | 43,396 | 4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +7,427,817 | +182.1% | 11,506,634 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +2,454,485 | +225.0% | 3,545,364 |
| CAPTRUST FINANCIAL ADVISORS | +1,895,996 | +9.9% | 21,086,882 |
| BANK OF AMERICA CORP /DE | +1,572,822 | +10.1% | 17,222,354 |
| ASSETMARK, INC | +1,402,228 | +44.2% | 4,577,908 |
| MORGAN STANLEY | +1,251,734 | +5.6% | 23,782,177 |
| BlackRock, Inc. | +931,257 | +8.0% | 12,621,912 |
| Wealthspire Advisors, LLC | +798,814 | +4255.6% | 817,585 |
| BANK OF MONTREAL /CAN | +676,403 | +18.4% | 4,344,176 |
| STIFEL FINANCIAL CORP | +619,461 | +41.1% | 2,125,383 |
| AIA Group Ltd | +535,118 | +60.1% | 1,425,189 |
| CX Institutional | +485,882 | +118.8% | 894,736 |
| RAYMOND JAMES FINANCIAL INC | +460,374 | +10.1% | 5,038,978 |
| Modern Wealth Management, LLC | +379,973 | +80.9% | 849,764 |
| TRUIST FINANCIAL CORP | +372,632 | +16.2% | 2,676,009 |
| PNC Financial Services Group, Inc. | +337,691 | +13.9% | 2,766,431 |
| BARCLAYS PLC | +303,900 | +40.5% | 1,053,819 |
| CITIGROUP INC | +298,557 | +35.8% | 1,133,190 |
| Allianz SE | +263,499 | +72.1% | 628,900 |
| AXXCESS WEALTH MANAGEMENT, LLC | +242,840 | +418.9% | 300,808 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -3,479,510 | -27.8% | 9,027,794 |
| Steward Partners Investment Advisor | -662,502 | -61.7% | 410,527 |
| LPL Financial LLC | -396,028 | -6.7% | 5,477,221 |
| Mesirow Financial Investment Manage | -305,956 | -47.7% | 335,614 |
| AMERIPRISE FINANCIAL INC | -250,231 | -3.9% | 6,154,693 |
| Jaffetilchin Investment Partners, L | -245,281 | -73.2% | 89,845 |
| ENVESTNET ASSET MANAGEMENT INC | -244,049 | -6.8% | 3,345,948 |
| Hughes Financial Services, LLC | -180,018 | -99.9% | 121 |
| OneDigital Investment Advisors LLC | -172,223 | -61.1% | 109,749 |
| Pallas Capital Advisors LLC | -163,430 | -95.3% | 8,020 |
| Net Worth Advisory Group | -131,818 | -97.2% | 3,780 |
| Archford Capital Strategies, LLC | -126,650 | -81.4% | 29,001 |
| Innova Wealth Partners | -125,435 | -39.4% | 192,708 |
| Lido Advisors, LLC | -114,841 | -12.4% | 814,969 |
| UBS Group AG | -113,722 | -2.4% | 4,710,588 |
| Bank of New York Mellon Corp | -113,279 | -2.0% | 5,600,457 |
| Ashton Thomas Private Wealth, LLC | -104,825 | -33.6% | 207,508 |
| Wealthfront Advisers LLC | -103,955 | -10.2% | 910,823 |
| Betterment LLC | -100,017 | -92.9% | 7,630 |
| ALLIANCEBERNSTEIN L.P. | -95,870 | -32.0% | 204,045 |