iShares 1-3 Year Treasury BoSHYETF
13F holders, Q4 2024 (December 31)1,174holders +74
87new positions
82sold out
4famous investors
$81.87avg. 13F price*
At the end of Q4 2024, 1,174 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 74 from Q3 2024. 87 opened new positions and 82 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.4B) and Bank of America Corp. ($1.3B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $137.7M |
| Exits | 82 | $135.7M |
All 13F filers, Q3 2024 → Q4 2024: 22,635,353 shares bought and 27,882,005 shares sold, net −5,246,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Morgan Stanley | 0.20% | Reduce -7.7% | 34,505,275 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -20.7% | 16,807,544 | $1.4B |
| Bank of America Corp. | 0.12% | Add +9.4% | 15,282,874 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +47.8% | 11,544,623 | $946.4M |
| Captrust Financial Advisors | 2.16% | Add +9.1% | 9,232,624 | $756.9M |
| LPL Financial LLC | 0.21% | Reduce -3.3% | 6,437,556 | $527.8M |
| Wells Fargo & Company | 0.11% | Add +1.1% | 5,483,336 | $449.5M |
| UBS Group AG | 0.10% | Reduce -0.5% | 5,378,607 | $440.9M |
| Bank of Montreal | 0.21% | Add +0.9% | 5,182,691 | $424.9M |
| Raymond James Financial Inc. | 0.14% | — | 4,745,412 | $389.0M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -0.6% | 4,680,628 | $383.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -5.3% | 4,285,625 | $351.3M |
| Assetmark, Inc. | 0.91% | Add +94.0% | 4,075,986 | $334.1M |
| Pinebridge Investments, L.P. | 2.36% | No change | 3,823,000 | $313.4M |
| Ameriprise Financial Inc. | 0.07% | Add +71.1% | 3,552,711 | $291.2M |
| Royal Bank of Canada | 0.06% | Reduce -0.4% | 3,182,228 | $260.9M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -1.4% | 2,861,980 | $234.6M |
| Truist Financial Corp. | 0.35% | Reduce -21.8% | 2,743,536 | $224.9M |
| Essential Planning, LLC. | 1.31% | Add +4992.9% | 2,454,066 | $201.8M |
| Cerity Partners LLC | 0.43% | Add +4.5% | 2,397,520 | $196.6M |
| Citigroup Inc. | 0.12% | Add +57.8% | 1,480,728 | $121.4M |
| Members Trust Co | 3.94% | Reduce -3.2% | 1,395,425 | $114.4M |
| Focus Partners Wealth | 0.27% | Add +136.8% | 1,279,761 | $104.9M |
| Wealthfront Advisers LLC | 0.30% | Reduce -19.8% | 1,238,065 | $101.5M |
| Stifel Financial Corp. | 0.10% | Reduce -24.3% | 1,199,602 | $98.3M |
| PNC Financial Services Group, Inc. | 0.06% | Add +10.7% | 1,128,688 | $92.5M |
| Renaissance Technologies | 0.13% | Add +46.1% | 1,052,600 | $86.3M |
| Smithfield Trust Co | 4.27% | Add +3.4% | 1,046,433 | $85.8M |
| TD Private Client Wealth LLC | 2.21% | Add +2.8% | 965,739 | $79.2M |
| Cetera Investment Advisers | 0.17% | Reduce -3.2% | 962,699 | $78.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.9% | 960,601 | $78.8M |
| Osaic Holdings, Inc. | 0.18% | Add +27.2% | 1,041,981 | $78.5M |
| HighTower Advisors, LLC | 0.10% | Reduce -2.2% | 876,859 | $71.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.6% | 863,495 | $70.8M |
| TFC Financial Management, Inc. | 11.17% | Add +4.8% | 861,377 | $70.6M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 800,267 | $65.6M |
| Stephens Inc. | 0.92% | Reduce -40.3% | 798,339 | $65.4M |
| MML Investors Services, LLC | 0.22% | Add +7.5% | 789,188 | $64.7M |
| Curi Capital, LLC | 1.48% | Add +5.9% | 781,311 | $64.1M |
| GM Advisory Group, LLC | 3.25% | Add +6.6% | 715,369 | $58.6M |
| Clarity Financial LLC | 6.70% | Reduce -3.9% | 683,431 | $56.0M |
| Beacon Investment Advisory Services, Inc. | 2.32% | Reduce -7.4% | 651,761 | $53.4M |
| M&T Bank Corp | 0.18% | Reduce -3.8% | 644,489 | $52.8M |
| Private Advisor Group, LLC | 0.30% | Add +85.0% | 639,911 | $52.5M |
| Amundi | 0.02% | Reduce -0.1% | 620,200 | $50.8M |
| Scopus Asset Management, L.P. | 1.87% | No change | 619,000 | $50.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.3% | 588,530 | $48.2M |
| Element Pointe Advisors, LLC | 10.63% | Add +1.1% | 551,173 | $45.2M |
| Bleakley Financial Group, LLC | 1.35% | Reduce -3.2% | 548,155 | $44.9M |
| Atwood & Palmer Inc. | 3.04% | Add +7.0% | 541,631 | $44.4M |
| Quent Capital, LLC | 4.43% | Add +17.0% | 522,434 | $42.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +42.4% | 522,104 | $42.8M |
| Victory Capital Management Inc. | 0.04% | No change | 517,731 | $42.4M |
| Barclays PLC | 0.02% | Reduce -81.3% | 516,708 | $42.4M |
| Silicon Valley Capital Partners | 4.20% | Add +257652.3% | 458,799 | $37.6M |
| America First Investment Advisors, LLC | 8.19% | Add +10.0% | 457,058 | $37.5M |
| OneDigital Investment Advisors LLC | 0.42% | Add +10.6% | 441,459 | $36.2M |
| Guggenheim Capital LLC | 0.30% | Add +29.5% | 437,823 | $35.9M |
| Comerica Bank | 0.14% | Reduce -4.2% | 433,183 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -7.1% | 432,938 | $35.5M |
| Eagle Global Advisors LLC | 1.43% | Add +1011.9% | 426,025 | $34.9M |
| Anchor Capital Advisors LLC | 0.99% | Add +0.4% | 425,266 | $34.9M |
| Watchman Group, Inc. | 9.02% | Add +5.5% | 419,076 | $34.4M |
| Evergreen Capital Management LLC | 1.10% | Reduce -5.0% | 410,741 | $33.7M |
| Fiduciary Group, LLC | 3.27% | Reduce -8.3% | 398,281 | $32.7M |
| Corient Private Wealth LP | 0.05% | Reduce -25.3% | 607,409 | $31.5M |
| Landscape Capital Management, L.L.C. | 3.34% | New | 384,561 | $31.5M |
| Modern Wealth Management, LLC | 1.14% | Add +323.6% | 371,387 | $30.4M |
| Alliancebernstein L.P. | 0.01% | Add +4.7% | 370,715 | $30.4M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -0.8% | 361,117 | $29.6M |
| AIA Group Ltd | 0.70% | Add +220.8% | 354,395 | $29.1M |
| Edge Wealth Management LLC | 5.75% | Reduce -2.6% | 346,597 | $28.4M |
| Zacks Investment Management | 0.26% | Reduce -3.7% | 345,770 | $28.3M |
| Strategic Investment Advisors / MI | 2.99% | Add +182.9% | 342,901 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.15% | Add +3.7% | 341,244 | $28.0M |
| Bartlett & Co. Wealth Management LLC | 0.40% | Add +12.2% | 340,050 | $27.9M |
| Pathstone Holdings, LLC | 0.12% | Reduce -51.3% | 339,988 | $27.9M |
| Advisory Services Network, LLC | 0.52% | Add +7.8% | 339,784 | $27.9M |
| Haverford Trust Co | 0.27% | Add +4.8% | 335,117 | $27.5M |
| Dakota Wealth Management | 0.63% | Add +25.9% | 333,464 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +61.9% | 325,914 | $26.7M |
| Fifth Third Bancorp | 0.09% | Reduce -1.8% | 305,471 | $25.0M |
| Allianz SE | 0.64% | Add +6.5% | 300,647 | $24.6M |
| Lido Advisors, LLC | 0.16% | Add +12.6% | 300,611 | $24.6M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -13.4% | 299,685 | $24.6M |
| Keybank National Association | 0.09% | Reduce -7.9% | 298,401 | $24.5M |
| HSBC Holdings PLC | 0.01% | Reduce -42.1% | 294,689 | $24.2M |
| Fisher Asset Management | 0.01% | Add +27.0% | 290,384 | $23.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.0% | 287,388 | $23.6M |
| Jaffetilchin Investment Partners, LLC | 1.67% | Add +4.1% | 280,676 | $23.0M |
| CX Institutional | 0.91% | Add +44.6% | 278,475 | $22.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -95.5% | 278,273 | $22.8M |
| Santa Clara Valley Transportation Authority | 22.71% | No change | 275,229 | $22.6M |
| Mariner, LLC | 0.04% | Reduce -5.9% | 274,518 | $22.5M |
| Moment Partners, LLC | 4.24% | — | 271,765 | $22.3M |
| Peapack Gladstone Financial Corp. | 0.32% | Reduce -2.9% | 267,962 | $22.0M |
| Partners Capital Investment Group, LLP | 0.60% | Reduce -35.8% | 266,643 | $21.9M |
| Innova Wealth Partners | 13.33% | New | 258,152 | $21.2M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +3.5% | 252,172 | $20.7M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +3.5% | 252,172 | $20.7M |
"% 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.