iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2024 (June 30)1,087holders −17
86new positions
96sold out
4famous investors
$81.61avg. 13F price*
At the end of Q2 2024, 1,087 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 17 from Q1 2024. 86 opened new positions and 96 sold out. The largest holders were Morgan Stanley ($2.4B), BlackRock Inc. ($1.8B) and Bank of America Corp. ($1.1B). 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 Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $142.0M |
| Exits | 96 | $170.1M |
All 13F filers, Q1 2024 → Q2 2024: 12,431,700 shares bought and 20,321,278 shares sold, net −7,889,578 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,087 holders
| Morgan Stanley | 0.18% | Reduce -5.4% | 29,050,094 | $2.4B |
| BlackRock Inc. | 0.04% | Reduce -9.1% | 22,193,385 | $1.8B |
| Bank of America Corp. | 0.10% | Add +2.5% | 12,964,320 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -5.6% | 8,372,604 | $683.6M |
| Assetmark, Inc. | 1.87% | Add +1.1% | 7,405,678 | $604.7M |
| Wells Fargo & Company | 0.12% | Add +0.1% | 5,807,034 | $474.1M |
| LPL Financial LLC | 0.22% | Add +8.4% | 5,465,454 | $446.3M |
| UBS Group AG | 0.13% | Reduce -0.7% | 5,316,342 | $434.1M |
| Bank of Montreal | 0.13% | Reduce -1.1% | 5,093,376 | $416.6M |
| Envestnet Asset Management Inc. | 0.14% | Reduce -1.9% | 5,031,184 | $410.8M |
| Captrust Financial Advisors | 1.29% | Add +3.6% | 4,902,356 | $400.3M |
| Bank of New York Mellon Corp | 0.07% | Reduce -0.7% | 4,515,878 | $368.7M |
| Truist Financial Corp. | 0.53% | Reduce -7.2% | 4,260,091 | $347.8M |
| Pinebridge Investments, L.P. | 2.66% | Reduce -5.6% | 4,043,000 | $330.1M |
| Royal Bank of Canada | 0.06% | Add +2.5% | 3,159,382 | $258.0M |
| Raymond James & Associates | 0.16% | Add +9.1% | 3,021,899 | $246.7M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -3.0% | 2,985,837 | $243.8M |
| FMR LLC | 0.02% | Add +20.0% | 2,958,782 | $241.6M |
| Balentine LLC | 10.69% | Reduce -46.8% | 2,881,491 | $235.3M |
| Cerity Partners LLC | 0.52% | Reduce -1.6% | 2,335,931 | $190.7M |
| Ameriprise Financial Inc. | 0.05% | Reduce -0.8% | 2,202,763 | $179.8M |
| Focus Partners Wealth | 0.58% | Add +162.2% | 2,091,800 | $170.8M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +5.3% | 1,658,189 | $135.4M |
| Barclays PLC | 0.06% | Reduce -17.4% | 1,635,397 | $133.5M |
| Stifel Financial Corp. | 0.15% | Reduce -21.6% | 1,595,043 | $130.2M |
| Cerity Partners OCIO LLC | 9.88% | — | 1,580,837 | $129.1M |
| Wealthfront Advisers LLC | 0.42% | Add +7.0% | 1,545,247 | $126.2M |
| Members Trust Co | 3.66% | Reduce -0.9% | 1,479,228 | $120.8M |
| Matson Money. Inc. | 3.77% | Add +1.5% | 1,388,454 | $113.4M |
| Osaic Holdings, Inc. | 0.26% | Reduce -19.1% | 1,331,440 | $108.7M |
| Stephens Inc. | 1.66% | Add +0.5% | 1,329,128 | $108.5M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -2.4% | 1,200,547 | $98.0M |
| TD Private Client Wealth LLC | 2.85% | Add +2.8% | 1,109,202 | $90.6M |
| Smithfield Trust Co | 4.43% | Add +24.1% | 1,033,983 | $84.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +2.0% | 983,931 | $80.3M |
| US Bancorp \de | 0.09% | Reduce -19.8% | 852,781 | $69.6M |
| Renaissance Technologies | 0.12% | Add +75.5% | 847,878 | $69.2M |
| MML Investors Services, LLC | 0.27% | Reduce -5.7% | 831,060 | $67.9M |
| HighTower Advisors, LLC | 0.10% | Reduce -12.1% | 783,604 | $64.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -17.4% | 778,932 | $63.6M |
| Curi Capital, LLC | 1.45% | Add +2.1% | 740,485 | $60.5M |
| Syon Capital LLC | 5.43% | Add +1.7% | 722,984 | $59.0M |
| Beacon Investment Advisory Services, Inc. | 2.44% | Add +1.1% | 697,332 | $56.9M |
| Pathstone Holdings, LLC | 0.26% | Add +0.1% | 695,835 | $56.8M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -25.2% | 648,492 | $52.9M |
| Bleakley Financial Group, LLC | 1.52% | Reduce -9.7% | 643,784 | $52.6M |
| Simplicity Wealth,LLC | 1.19% | Reduce -9.7% | 643,750 | $52.6M |
| Amundi | 0.02% | Add +73.2% | 621,100 | $50.6M |
| GM Advisory Group, LLC | 3.26% | Add +4.3% | 619,446 | $50.6M |
| Scopus Asset Management, L.P. | 1.58% | No change | 619,000 | $50.5M |
| Cetera Investment Advisers | 0.11% | Add +7.5% | 580,786 | $47.4M |
| HSBC Holdings PLC | 0.03% | Reduce -17.1% | 570,139 | $46.6M |
| Clarity Financial LLC | 6.92% | Add +3.3% | 563,383 | $46.0M |
| Flputnam Investment Management Co. | 0.81% | Reduce -4.7% | 527,866 | $43.1M |
| Element Pointe Advisors, LLC | 10.92% | Reduce -1.7% | 527,439 | $43.1M |
| Strategic Investment Advisors / MI | 5.20% | Add +4.3% | 522,166 | $42.6M |
| SG Americas Securities, LLC | 0.27% | Add +1533.3% | 522,140 | $42.6M |
| Victory Capital Management Inc. | 0.04% | Add +0.1% | 518,101 | $42.3M |
| Citigroup Inc. | 0.04% | Reduce -59.8% | 492,404 | $40.2M |
| Jane Street Group, LLC | 0.04% | Add +3924.5% | 491,833 | $40.2M |
| Atwood & Palmer Inc. | 3.02% | Add +1.1% | 487,494 | $39.8M |
| Fiduciary Group, LLC | 4.28% | Reduce -8.8% | 486,761 | $39.7M |
| Insight 2811, Inc. | 19.64% | Reduce -3.4% | 463,153 | $37.8M |
| Anchor Capital Advisors LLC | 1.05% | Add +96.1% | 456,559 | $37.3M |
| Benjamin F. Edwards & Company, Inc. | 0.63% | Reduce -34.6% | 437,386 | $35.7M |
| Partners Capital Investment Group, LLP | 0.59% | Add +88.3% | 428,249 | $35.0M |
| Evergreen Capital Management LLC | 1.26% | Reduce -22.0% | 427,742 | $34.9M |
| Quent Capital, LLC | 3.72% | Add +17.1% | 414,402 | $33.8M |
| Pinnacle Financial Partners Inc | 0.72% | Add +15.0% | 412,785 | $33.7M |
| Allspring Global Investments Holdings, LLC | 0.05% | No change | 392,240 | $32.0M |
| Corient Private Wealth LP | 0.06% | Reduce -3.7% | 388,445 | $31.7M |
| Comerica Bank | 0.13% | Reduce -1.2% | 385,443 | $31.5M |
| NorthCoast Asset Management LLC | 0.27% | Add +374.8% | 380,039 | $31.1M |
| M&T Bank Corp | 0.11% | Reduce -16.0% | 378,210 | $30.9M |
| GTS Securities LLC | 0.63% | Add +3447.8% | 372,834 | $30.4M |
| America First Investment Advisors, LLC | 7.45% | Add +2.8% | 370,486 | $30.3M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +486.2% | 365,665 | $29.9M |
| Edge Wealth Management LLC | 6.15% | Reduce -2.9% | 357,913 | $29.2M |
| Alliancebernstein L.P. | 0.01% | Add +1.6% | 351,442 | $28.7M |
| Zacks Investment Management | 0.32% | Reduce -0.0% | 349,353 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -40.8% | 340,326 | $27.8M |
| Whalen Wealth Management Inc. | 21.93% | New | 338,902 | $27.7M |
| Watchman Group, Inc. | 8.76% | Add +1882.2% | 335,896 | $27.4M |
| Keybank National Association | 0.11% | Add +7.3% | 334,679 | $27.3M |
| Traphagen Investment Advisors LLC | 2.89% | Reduce -9.7% | 325,609 | $26.6M |
| Willis Johnson & Associates, Inc. | 2.17% | Add +8.1% | 324,170 | $26.5M |
| Private Advisor Group, LLC | 0.17% | Reduce -52.2% | 319,356 | $26.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.27% | Reduce -65.2% | 316,769 | $25.9M |
| Advisory Services Network, LLC | 0.53% | Add +25.5% | 315,118 | $25.7M |
| Beam Wealth Advisors, Inc. | 8.51% | Add +247.9% | 312,930 | $25.6M |
| Haverford Trust Co | 0.27% | Add +2.7% | 309,350 | $25.3M |
| Buckingham Strategic Wealth, LLC | 0.26% | Reduce -3.2% | 307,168 | $25.1M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -73.5% | 303,746 | $24.8M |
| Townsquare Capital LLC | 0.34% | Reduce -17.6% | 303,319 | $24.8M |
| Fifth Third Bancorp | 0.09% | Reduce -16.2% | 299,742 | $24.5M |
| Baird Financial Group, Inc. | 0.05% | Reduce -22.0% | 277,205 | $22.6M |
| Allianz SE | 0.64% | Add +6.0% | 268,376 | $21.9M |
| Peapack Gladstone Financial Corp. | 0.33% | Reduce -2.2% | 266,319 | $21.7M |
| Mariner, LLC | 0.04% | Reduce -1.5% | 265,638 | $21.7M |
| Guggenheim Capital LLC | 0.15% | Add +26.1% | 262,334 | $21.4M |
"% 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.