iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2025 (March 31)1,169holders −5
86new positions
79sold out
4famous investors
$82.73avg. 13F price*
At the end of Q1 2025, 1,169 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 5 from Q4 2024. 86 opened new positions and 79 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.3B) and Bank of America Corp. ($988.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $150.8M |
| Exits | 79 | $201.1M |
All 13F filers, Q4 2024 → Q1 2025: 14,732,616 shares bought and 22,105,367 shares sold, net −7,372,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| Morgan Stanley | 0.20% | Reduce -2.6% | 33,619,624 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -3.1% | 16,287,896 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -21.8% | 11,944,777 | $988.2M |
| JPMorgan Chase & Co. | 0.07% | Reduce -1.1% | 11,420,106 | $944.8M |
| Captrust Financial Advisors | 2.13% | Add +10.9% | 10,240,707 | $847.2M |
| LPL Financial LLC | 0.22% | Add +6.5% | 6,855,478 | $567.2M |
| UBS Group AG | 0.09% | Reduce -4.9% | 5,114,951 | $423.2M |
| Wells Fargo & Company | 0.10% | Reduce -7.5% | 5,074,843 | $419.8M |
| Raymond James Financial Inc. | 0.16% | Add +6.8% | 5,068,597 | $419.3M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -9.0% | 4,261,421 | $352.5M |
| Ameriprise Financial Inc. | 0.09% | Add +13.8% | 4,043,180 | $334.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -13.8% | 3,696,195 | $305.8M |
| Bank of Montreal | 0.16% | Reduce -29.4% | 3,656,301 | $302.5M |
| Pinebridge Investments, L.P. | 2.37% | Reduce -5.9% | 3,598,600 | $297.7M |
| Assetmark, Inc. | 0.72% | Reduce -22.0% | 3,180,718 | $263.1M |
| Royal Bank of Canada | 0.06% | Reduce -0.6% | 3,163,105 | $261.7M |
| Truist Financial Corp. | 0.40% | Add +10.5% | 3,032,043 | $250.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.4% | 2,763,700 | $228.6M |
| Cerity Partners LLC | 0.42% | Add +3.1% | 2,471,323 | $204.5M |
| PNC Financial Services Group, Inc. | 0.06% | Add +17.9% | 1,330,494 | $110.1M |
| Citigroup Inc. | 0.08% | Reduce -11.8% | 1,305,402 | $108.0M |
| Focus Partners Wealth | 0.27% | Add +0.6% | 1,287,588 | $106.5M |
| Advisors Preferred, LLC | 13.74% | Add +460.7% | 1,240,581 | $102.3M |
| Renaissance Technologies | 0.15% | Add +16.5% | 1,226,200 | $101.4M |
| Stifel Financial Corp. | 0.10% | Reduce -1.7% | 1,178,843 | $97.5M |
| Corient Private Wealth LP | 0.16% | Add +88.7% | 1,146,358 | $94.8M |
| Wealthfront Advisers LLC | 0.25% | Reduce -9.5% | 1,120,066 | $92.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +16.6% | 1,119,675 | $92.6M |
| Smithfield Trust Co | 4.56% | Add +5.1% | 1,099,425 | $91.0M |
| TD Private Client Wealth LLC | 2.09% | Reduce -4.9% | 918,698 | $76.0M |
| TFC Financial Management, Inc. | 11.15% | Add +2.3% | 880,742 | $72.9M |
| HighTower Advisors, LLC | 0.10% | Add +0.1% | 877,646 | $72.6M |
| MML Investors Services, LLC | 0.24% | Add +10.8% | 874,069 | $72.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +2745.4% | 873,709 | $72.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.0% | 863,397 | $71.4M |
| GM Advisory Group, LLC | 3.62% | Add +13.4% | 811,256 | $67.1M |
| US Bancorp \de | 0.09% | Add +1.1% | 808,913 | $66.9M |
| Osaic Holdings, Inc. | 0.14% | Reduce -28.8% | 741,966 | $61.4M |
| Alliancebernstein L.P. | 0.02% | Add +89.0% | 700,578 | $58.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +15.8% | 681,596 | $56.4M |
| AIA Group Ltd | 1.37% | Add +90.5% | 675,135 | $55.9M |
| Amundi | 0.02% | Add +8.1% | 670,200 | $55.4M |
| M&T Bank Corp | 0.20% | Add +3.1% | 664,458 | $55.0M |
| Clarity Financial LLC | 6.27% | Reduce -3.5% | 659,365 | $54.5M |
| Beacon Investment Advisory Services, Inc. | 2.54% | Add +0.6% | 655,942 | $54.3M |
| Lido Advisors, LLC | 0.32% | Add +115.3% | 647,344 | $53.6M |
| Stephens Inc. | 0.76% | Reduce -21.6% | 625,795 | $51.8M |
| Scopus Asset Management, L.P. | 1.85% | No change | 619,000 | $51.2M |
| Cetera Investment Advisers | 0.10% | Reduce -37.5% | 601,314 | $49.7M |
| Atwood & Palmer Inc. | 3.22% | Add +3.6% | 560,933 | $46.4M |
| Bleakley Financial Group, LLC | 1.44% | Reduce -1.3% | 540,922 | $44.8M |
| Element Pointe Advisors, LLC | 10.71% | Reduce -3.4% | 532,410 | $44.0M |
| Quent Capital, LLC | 4.61% | Add +1.6% | 530,690 | $43.9M |
| Victory Capital Management Inc. | 0.04% | Add +0.1% | 518,159 | $42.9M |
| Members Trust Co | 1.49% | Reduce -63.0% | 515,581 | $42.7M |
| Mesirow Financial Investment Management, Inc. | 0.81% | Add +106.5% | 507,326 | $42.0M |
| Guggenheim Capital LLC | 0.39% | Add +14.6% | 501,657 | $41.5M |
| Curi Capital, LLC | 1.01% | Reduce -37.0% | 492,509 | $40.7M |
| Mariner, LLC | 0.07% | Add +77.8% | 488,228 | $40.4M |
| Blueprint Investment Partners LLC | 6.86% | Add +6709.4% | 453,914 | $37.6M |
| America First Investment Advisors, LLC | 7.88% | Reduce -1.2% | 451,616 | $37.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -17.7% | 429,838 | $35.6M |
| Marks Wealth, LLC | 13.05% | New | 429,648 | $35.5M |
| Comerica Bank | 0.15% | Reduce -1.6% | 426,400 | $35.3M |
| Anchor Capital Advisors LLC | 1.04% | Reduce -0.9% | 421,275 | $34.9M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Add +18.9% | 404,252 | $33.4M |
| Modern Wealth Management, LLC | 1.04% | Add +5.6% | 392,219 | $32.4M |
| Innova Wealth Partners | 19.52% | Add +47.5% | 380,718 | $31.5M |
| Fisher Asset Management | 0.01% | Add +31.1% | 380,660 | $31.5M |
| Fiduciary Group, LLC | 3.12% | Reduce -5.4% | 376,789 | $31.2M |
| SouthState Bank Corp | 1.41% | Add +56.1% | 372,832 | $30.8M |
| Wellspring Financial Advisors, LLC | 3.38% | Add +102.4% | 367,450 | $30.4M |
| Zacks Investment Management | 0.28% | Add +5.0% | 363,177 | $30.0M |
| Advisory Services Network, LLC | 0.58% | Add +6.8% | 362,785 | $30.0M |
| Evergreen Capital Management LLC | 1.00% | Reduce -12.6% | 359,072 | $29.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -17.3% | 357,979 | $29.6M |
| Edge Wealth Management LLC | 5.89% | Add +1.3% | 351,104 | $29.0M |
| Partners Capital Investment Group, LLP | 0.49% | Add +30.8% | 348,651 | $28.8M |
| Haverford Trust Co | 0.29% | Add +3.2% | 345,900 | $28.6M |
| Mizuho Markets Americas LLC | 0.62% | Add +994.4% | 342,646 | $28.3M |
| Mercer Global Advisors Inc. | 0.06% | Add +22.1% | 339,903 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.13% | Reduce -0.6% | 339,366 | $28.1M |
| Keybank National Association | 0.11% | Add +13.1% | 337,405 | $27.9M |
| Synovus Financial Corp. | 0.35% | Add +139.3% | 324,374 | $26.8M |
| Strategic Investment Advisors / MI | 2.73% | Reduce -9.3% | 310,865 | $25.7M |
| Fifth Third Bancorp | 0.10% | Add +1.0% | 308,473 | $25.5M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -30.5% | 306,682 | $25.4M |
| Allianz SE | 0.68% | Add +1.9% | 306,419 | $25.4M |
| Jaffetilchin Investment Partners, LLC | 1.81% | Add +7.2% | 300,926 | $24.9M |
| Moment Partners, LLC | 4.72% | Add +5.9% | 287,895 | $23.8M |
| CWA Asset Management Group, LLC | 1.14% | Add +27.7% | 287,678 | $23.8M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -5.7% | 282,689 | $23.4M |
| Private Advisor Group, LLC | 0.14% | Reduce -56.0% | 281,682 | $23.3M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +5.0% | 281,327 | $23.3M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -22.5% | 279,936 | $23.2M |
| Pinnacle Financial Partners Inc | 0.46% | Add +30.6% | 275,763 | $22.8M |
| Santa Clara Valley Transportation Authority | 22.52% | No change | 275,229 | $22.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.1% | 272,770 | $22.6M |
| Citadel Advisors | 0.02% | Add +78.6% | 272,753 | $22.6M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +4.5% | 263,490 | $21.8M |
"% 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.