iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2024 (March 31)1,104holders
4famous investors
$81.79avg. 13F price*
At the end of Q1 2024, 1,104 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings. The largest holders were Morgan Stanley ($2.5B), BlackRock Inc. ($2.0B) and Bank of America Corp. ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 1-3 Year Treasury Bo
- CUSIP
- 464287457
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $281.0M |
| Exits | 95 | $196.5M |
Ownership 1,104 holders
| Morgan Stanley | 0.20% | Add +1.0% | 30,701,724 | $2.5B |
| BlackRock Inc. | 0.05% | Add +31.5% | 24,408,175 | $2.0B |
| Bank of America Corp. | 0.10% | Add +9.0% | 12,648,032 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -58.2% | 8,871,065 | $725.5M |
| Assetmark, Inc. | 1.95% | Add +140.8% | 7,322,496 | $598.8M |
| Wells Fargo & Company | 0.13% | Add +4.0% | 5,799,693 | $474.3M |
| Balentine LLC | 13.21% | Reduce -33.3% | 5,412,731 | $442.7M |
| UBS Group AG | 0.14% | Reduce -13.7% | 5,355,076 | $437.9M |
| Bank of Montreal | 0.13% | Reduce -3.4% | 5,151,197 | $421.5M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.0% | 5,131,231 | $419.6M |
| LPL Financial LLC | 0.22% | Reduce -8.1% | 5,042,476 | $412.4M |
| Captrust Financial Advisors | 1.42% | Add +8.7% | 4,731,832 | $387.0M |
| Truist Financial Corp. | 0.57% | Reduce -1.0% | 4,590,355 | $375.4M |
| Bank of New York Mellon Corp | 0.07% | Reduce -9.7% | 4,546,159 | $371.8M |
| Pinebridge Investments, L.P. | 2.79% | Add +4.6% | 4,283,000 | $350.3M |
| Royal Bank of Canada | 0.06% | Reduce -2.3% | 3,081,819 | $252.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -5.8% | 3,076,819 | $251.6M |
| Raymond James & Associates | 0.15% | Reduce -0.8% | 2,770,940 | $226.6M |
| FMR LLC | 0.01% | Reduce -14.7% | 2,465,718 | $201.6M |
| Cerity Partners LLC | 0.51% | Reduce -3.1% | 2,373,802 | $194.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -28.2% | 2,219,346 | $185.3M |
| Stifel Financial Corp. | 0.19% | Add +92.4% | 2,035,681 | $166.5M |
| Barclays PLC | 0.07% | Add +14.9% | 1,980,796 | $162.0M |
| Osaic Holdings, Inc. | 0.30% | Reduce -3.9% | 1,645,166 | $134.5M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -3.7% | 1,574,308 | $128.7M |
| Members Trust Co | 3.64% | Add +96.2% | 1,493,298 | $122.1M |
| Wealthfront Advisers LLC | 0.41% | Add +11.4% | 1,443,945 | $118.1M |
| Matson Money. Inc. | 3.71% | Add +0.9% | 1,367,998 | $111.9M |
| Stephens Inc. | 1.68% | Add +0.2% | 1,322,765 | $108.2M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -12.3% | 1,230,435 | $100.6M |
| Citigroup Inc. | 0.11% | Reduce -19.5% | 1,225,798 | $100.2M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -39.6% | 1,144,924 | $93.6M |
| Perella Weinberg Partners Capital Management LP | 9.18% | Reduce -37.0% | 1,114,775 | $91.2M |
| TD Private Client Wealth LLC | 2.90% | Add +4.8% | 1,079,006 | $88.2M |
| US Bancorp \de | 0.12% | Reduce -10.2% | 1,063,360 | $87.0M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -10.2% | 964,304 | $78.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -25.3% | 942,843 | $77.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.85% | Reduce -0.4% | 909,813 | $74.3M |
| HighTower Advisors, LLC | 0.12% | Reduce -19.4% | 891,828 | $72.9M |
| MML Investors Services, LLC | 0.30% | Add +21.9% | 881,217 | $72.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.8% | 866,860 | $70.9M |
| Smithfield Trust Co | 3.62% | Add +2.2% | 833,528 | $68.2M |
| Focus Partners Wealth | 0.53% | Add +1876.6% | 797,668 | $65.2M |
| Curi Capital, LLC | 1.39% | New | 725,183 | $59.3M |
| Bleakley Financial Group, LLC | 1.69% | Reduce -0.2% | 712,632 | $58.3M |
| Simplicity Wealth,LLC | 1.39% | New | 712,598 | $58.3M |
| Syon Capital LLC | 5.50% | Reduce -2.4% | 711,014 | $58.1M |
| Pathstone Holdings, LLC | 0.27% | Reduce -3.7% | 695,203 | $56.9M |
| 1832 Asset Management L.P. | 0.10% | Add +87.8% | 692,357 | $56.6M |
| Beacon Investment Advisory Services, Inc. | 2.43% | Add +2.6% | 689,691 | $56.4M |
| HSBC Holdings PLC | 0.04% | Add +118.0% | 688,032 | $56.3M |
| Benjamin F. Edwards & Company, Inc. | 0.99% | Add +7346.0% | 668,426 | $54.7M |
| Private Advisor Group, LLC | 0.39% | Add +75.9% | 667,542 | $54.6M |
| Scopus Asset Management, L.P. | 1.66% | No change | 619,000 | $50.6M |
| GM Advisory Group, LLC | 3.41% | Reduce -6.0% | 594,048 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -25.2% | 575,027 | $47.0M |
| Flputnam Investment Management Co. | 0.96% | Add +19.5% | 553,634 | $45.3M |
| Evergreen Capital Management LLC | 1.70% | Add +4.1% | 548,630 | $44.9M |
| Clarity Financial LLC | 6.91% | Reduce -40.8% | 545,179 | $44.6M |
| Cetera Investment Advisers | 0.10% | Add +17.4% | 540,428 | $44.2M |
| Element Pointe Advisors, LLC | 11.24% | Reduce -10.9% | 536,516 | $43.9M |
| Fiduciary Group, LLC | 4.77% | Add +2.3% | 533,997 | $43.7M |
| Victory Capital Management Inc. | 0.04% | No change | 517,731 | $42.3M |
| Strategic Investment Advisors / MI | 5.26% | Add +148.1% | 500,785 | $41.0M |
| Renaissance Technologies | 0.06% | New | 483,000 | $39.5M |
| Atwood & Palmer Inc. | 2.99% | Add +11.7% | 482,174 | $39.4M |
| Insight 2811, Inc. | 20.15% | Add +0.7% | 479,640 | $39.2M |
| M&T Bank Corp | 0.13% | Reduce -7.8% | 450,489 | $36.8M |
| Vigilare Wealth Management | 16.79% | Add +2095.1% | 416,491 | $34.1M |
| Lido Advisors, LLC | 0.30% | Add +255.0% | 403,504 | $33.0M |
| Corient Private Wealth LP | 0.06% | Reduce -4.5% | 403,240 | $33.0M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +55.7% | 392,240 | $32.1M |
| Comerica Bank | 0.14% | Reduce -2.5% | 390,004 | $31.9M |
| Edge Wealth Management LLC | 6.33% | Reduce -4.5% | 368,490 | $30.1M |
| Townsquare Capital LLC | 0.44% | Add +110.6% | 368,278 | $30.1M |
| Traphagen Investment Advisors LLC | 3.14% | Reduce -16.7% | 360,550 | $29.5M |
| America First Investment Advisors, LLC | 7.17% | Add +2.8% | 360,451 | $29.5M |
| Pinnacle Financial Partners Inc | 0.64% | Reduce -39.3% | 358,867 | $29.3M |
| Fifth Third Bancorp | 0.11% | Reduce -6.2% | 357,797 | $29.3M |
| Amundi | 0.01% | Reduce -0.7% | 358,600 | $29.1M |
| Baird Financial Group, Inc. | 0.06% | Add +0.7% | 355,326 | $29.1M |
| Quent Capital, LLC | 3.38% | Add +14.2% | 354,012 | $29.0M |
| Zacks Investment Management | 0.30% | Add +24.8% | 349,503 | $28.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -42.3% | 345,852 | $28.3M |
| Buckingham Strategic Wealth, LLC | 0.27% | Add +1.6% | 317,407 | $26.0M |
| Confluence Investment Management LLC | 0.34% | New | 313,351 | $25.6M |
| Keybank National Association | 0.11% | Reduce -3.4% | 311,861 | $25.5M |
| Haverford Trust Co | 0.26% | Add +10.9% | 301,171 | $24.6M |
| Willis Johnson & Associates, Inc. | 2.13% | Add +5.5% | 299,942 | $24.5M |
| Tiaa Trust, National Association | 0.07% | Reduce -24.8% | 286,734 | $23.4M |
| Orion Porfolio Solutions, LLC | 0.25% | Reduce -7.3% | 280,593 | $22.9M |
| Orion Portfolio Solutions, LLC | 0.25% | Reduce -7.3% | 280,593 | $22.9M |
| Mesirow Financial Investment Management, Inc. | 0.51% | Reduce -3.1% | 274,749 | $22.5M |
| Antara Capital LP | 55.33% | New | 273,686 | $22.4M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +1.6% | 272,322 | $22.3M |
| Mariner, LLC | 0.05% | Add +31.6% | 269,723 | $22.1M |
| Allianz SE | 0.65% | — | 253,056 | $20.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +42.7% | 251,895 | $20.6M |
| Advisory Services Network, LLC | 0.46% | Reduce -10.0% | 251,135 | $20.5M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -5.5% | 249,425 | $20.4M |
"% of holder's portfolio" is SHY's weight in each manager's 13F, not the share of iShares 1-3 Year Treasury Bo the manager owns.