iShares 1-3 Year Treasury BoSHYETF
13F holders, Q3 2024 (September 30)1,100holders +13
86new positions
82sold out
4famous investors
$83.17avg. 13F price*
At the end of Q3 2024, 1,100 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 13 from Q2 2024. 86 opened new positions and 82 sold out. The largest holders were Morgan Stanley ($3.1B), BlackRock, Inc. ($1.8B) and Bank of America Corp. ($1.2B). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $185.4M |
| Exits | 82 | $323.1M |
All 13F filers, Q2 2024 → Q3 2024: 32,195,285 shares bought and 27,400,075 shares sold, net +4,795,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,100 holders
| Morgan Stanley | 0.23% | Add +28.7% | 37,388,716 | $3.1B |
| BlackRock, Inc. | 0.04% | — | 21,202,973 | $1.8B |
| Bank of America Corp. | 0.10% | Add +7.8% | 13,974,234 | $1.2B |
| Captrust Financial Advisors | 2.09% | Add +72.7% | 8,465,842 | $703.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -6.7% | 7,812,776 | $649.6M |
| LPL Financial LLC | 0.25% | Add +21.8% | 6,658,791 | $553.7M |
| Mercer Global Advisors Inc. | 1.21% | Add +2316.3% | 6,214,103 | $515.4M |
| Wells Fargo & Company | 0.11% | Reduce -6.6% | 5,423,416 | $451.0M |
| UBS Group AG | 0.13% | Add +1.6% | 5,402,902 | $449.3M |
| Bank of Montreal | 0.20% | Add +0.8% | 5,135,345 | $427.6M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -6.4% | 4,710,574 | $391.7M |
| Bank of New York Mellon Corp | 0.07% | Add +0.3% | 4,527,209 | $376.4M |
| Pinebridge Investments, L.P. | 2.38% | Reduce -5.4% | 3,823,000 | $317.9M |
| Truist Financial Corp. | 0.46% | Reduce -17.7% | 3,506,749 | $291.6M |
| Royal Bank of Canada | 0.06% | Add +1.1% | 3,193,798 | $265.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -2.8% | 2,902,093 | $241.3M |
| Barclays PLC | 0.10% | Add +68.7% | 2,759,067 | $229.4M |
| Raymond James & Associates | 0.13% | Reduce -13.0% | 2,628,742 | $218.6M |
| Cerity Partners LLC | 0.42% | Reduce -1.8% | 2,294,254 | $190.8M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +29.6% | 2,149,028 | $178.7M |
| Assetmark, Inc. | 0.50% | Reduce -71.6% | 2,100,554 | $174.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.7% | 2,076,887 | $173.9M |
| FMR LLC | 0.01% | Reduce -42.2% | 1,710,700 | $142.2M |
| Stifel Financial Corp. | 0.14% | Reduce -0.6% | 1,585,246 | $131.8M |
| Wealthfront Advisers LLC | 0.39% | Reduce -0.1% | 1,543,953 | $128.4M |
| Members Trust Co | 3.89% | Reduce -2.6% | 1,441,086 | $119.8M |
| Stephens Inc. | 1.58% | Add +0.6% | 1,337,659 | $111.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.6% | 1,019,184 | $84.7M |
| Smithfield Trust Co | 4.13% | Reduce -2.1% | 1,012,332 | $84.2M |
| Cetera Investment Advisers | 0.18% | Add +71.3% | 994,730 | $82.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -18.4% | 979,563 | $81.5M |
| TD Private Client Wealth LLC | 2.25% | Reduce -15.3% | 939,577 | $78.1M |
| Citigroup Inc. | 0.07% | Add +90.6% | 938,430 | $78.0M |
| HighTower Advisors, LLC | 0.11% | Add +14.4% | 896,824 | $74.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +179.8% | 849,985 | $70.7M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 825,982 | $68.7M |
| TFC Financial Management, Inc. | 10.81% | Add +673.4% | 821,921 | $68.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -38.5% | 819,024 | $68.1M |
| Corient Private Wealth LP | 0.11% | Add +109.3% | 812,950 | $67.6M |
| Curi Capital, LLC | 1.39% | Reduce -0.4% | 737,838 | $61.4M |
| MML Investors Services, LLC | 0.22% | Reduce -11.7% | 733,971 | $61.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.3% | 722,310 | $60.1M |
| Renaissance Technologies | 0.09% | Reduce -15.1% | 720,200 | $59.9M |
| Clarity Financial LLC | 6.95% | Add +26.3% | 711,284 | $59.1M |
| Beacon Investment Advisory Services, Inc. | 2.44% | Add +1.0% | 704,075 | $58.5M |
| Pathstone Holdings, LLC | 0.26% | Add +0.3% | 698,117 | $58.0M |
| GM Advisory Group, LLC | 3.34% | Add +8.3% | 670,916 | $55.8M |
| M&T Bank Corp | 0.18% | Add +77.0% | 669,583 | $55.7M |
| Scopus Asset Management, L.P. | 1.52% | No change | 619,000 | $51.5M |
| Amundi | 0.02% | No change | 621,100 | $51.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.1% | 615,135 | $51.1M |
| Bleakley Financial Group, LLC | 1.44% | Reduce -12.0% | 566,260 | $47.1M |
| Focus Partners Wealth | 0.14% | Reduce -74.2% | 540,462 | $45.3M |
| Element Pointe Advisors, LLC | 11.02% | Add +3.3% | 544,903 | $45.3M |
| Mizuho Markets Americas LLC | 1.10% | New | 540,187 | $44.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.1% | 517,731 | $43.0M |
| HSBC Holdings PLC | 0.03% | Reduce -10.7% | 509,311 | $42.4M |
| Atwood & Palmer Inc. | 2.86% | Add +3.9% | 506,319 | $42.1M |
| Benjamin Edwards Inc. | 0.58% | Add +2772.4% | 482,622 | $40.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +37.0% | 466,065 | $38.8M |
| Comerica Bank | 0.15% | Add +17.3% | 451,945 | $37.6M |
| Quent Capital, LLC | 3.77% | Add +7.8% | 446,530 | $37.1M |
| Fiduciary Group, LLC | 3.66% | Reduce -10.8% | 434,269 | $36.1M |
| Evergreen Capital Management LLC | 1.21% | Add +1.0% | 432,152 | $35.9M |
| Anchor Capital Advisors LLC | 0.94% | Reduce -7.3% | 423,430 | $35.2M |
| Partners Capital Investment Group, LLP | 0.55% | Reduce -3.0% | 415,477 | $34.5M |
| America First Investment Advisors, LLC | 7.75% | Add +12.1% | 415,403 | $34.5M |
| OneDigital Investment Advisors LLC | 0.38% | Add +214.6% | 399,196 | $33.2M |
| Watchman Group, Inc. | 8.61% | Add +18.2% | 397,159 | $33.0M |
| Foundations Investment Advisors, LLC | 0.65% | Add +79.1% | 371,300 | $30.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.3% | 366,779 | $30.5M |
| United Capital Financial Advisors, LLC | 0.25% | Add +57.0% | 363,948 | $30.3M |
| Zacks Investment Management | 0.26% | Add +2.8% | 359,137 | $29.9M |
| Edge Wealth Management LLC | 5.94% | Reduce -0.6% | 355,929 | $29.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 353,973 | $29.4M |
| Whalen Wealth Management Inc. | 20.61% | Add +3.4% | 350,498 | $29.1M |
| Private Advisor Group, LLC | 0.18% | Add +8.3% | 345,902 | $28.8M |
| NorthCoast Asset Management LLC | 0.20% | Reduce -8.9% | 346,248 | $28.8M |
| Guggenheim Capital LLC | 0.20% | Add +28.9% | 338,010 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.08% | Add +1.5% | 329,000 | $27.4M |
| Keybank National Association | 0.10% | Reduce -3.2% | 323,977 | $26.9M |
| Beam Wealth Advisors, Inc. | 8.14% | Add +3.2% | 323,001 | $26.9M |
| Advisors Preferred, LLC | 4.07% | New | 322,454 | $26.7M |
| Haverford Trust Co | 0.26% | Add +3.4% | 319,907 | $26.6M |
| Fifth Third Bancorp | 0.09% | Add +3.8% | 311,175 | $25.9M |
| Advisory Services Network, LLC | 0.53% | No change | 315,118 | $25.7M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Add +20.7% | 303,220 | $25.2M |
| Insight 2811, Inc. | 12.17% | Reduce -36.5% | 293,888 | $24.4M |
| Mariner, LLC | 0.04% | Add +9.8% | 291,716 | $24.3M |
| Baird Financial Group, Inc. | 0.05% | Add +4.7% | 290,324 | $24.1M |
| Allianz SE | 0.63% | Add +5.2% | 282,300 | $23.5M |
| Cerity Partners OCIO LLC | 1.85% | Reduce -82.5% | 276,754 | $23.0M |
| Peapack Gladstone Financial Corp. | 0.33% | Add +3.7% | 276,067 | $23.0M |
| Santa Clara Valley Transportation Authority | 21.92% | — | 275,229 | $22.9M |
| Jaffetilchin Investment Partners, LLC | 1.70% | Add +10.3% | 269,682 | $22.4M |
| Lido Advisors, LLC | 0.17% | Add +3.6% | 267,063 | $22.2M |
| Dakota Wealth Management | 0.50% | Add +18.8% | 264,833 | $22.0M |
| Citadel Advisors | 0.02% | Add +14.1% | 263,818 | $21.9M |
| Quadrature Capital Ltd | 0.47% | Add +464.3% | 248,558 | $20.7M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -2.4% | 246,817 | $20.5M |
"% 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.