iShares 1-3 Year Treasury BoSHYETF
13F holders, Q2 2025 (June 30)1,183holders +14
98new positions
83sold out
4famous investors
$82.21avg. 13F price*
At the end of Q2 2025, 1,183 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 14 from Q1 2025. 98 opened new positions and 83 sold out. The largest holders were Morgan Stanley ($2.5B), BlackRock, Inc. ($1.4B) and Bank of America Corp. ($961.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 98 | $276.8M |
| Exits | 83 | $249.8M |
All 13F filers, Q1 2025 → Q2 2025: 26,648,140 shares bought and 18,016,648 shares sold, net +8,631,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,183 holders
| Morgan Stanley | 0.17% | Reduce -8.5% | 30,757,000 | $2.5B |
| BlackRock, Inc. | 0.03% | Add +1.6% | 16,548,351 | $1.4B |
| Bank of America Corp. | 0.08% | Reduce -2.8% | 11,606,993 | $961.8M |
| JPMorgan Chase & Co. | 0.06% | Reduce -4.4% | 10,920,793 | $904.9M |
| Captrust Financial Advisors | 1.99% | Add +4.9% | 10,742,829 | $890.2M |
| Assetmark, Inc. | 1.39% | Add +123.2% | 7,098,025 | $588.1M |
| LPL Financial LLC | 0.19% | Reduce -0.5% | 6,818,324 | $565.0M |
| Bank of New York Mellon Corp | 0.10% | Add +74.0% | 6,430,879 | $532.9M |
| UBS Group AG | 0.09% | Add +2.8% | 5,258,603 | $435.7M |
| Wells Fargo & Company | 0.09% | Reduce -1.0% | 5,025,224 | $416.4M |
| Ameriprise Financial Inc. | 0.09% | Add +9.4% | 4,424,160 | $373.1M |
| Envestnet Asset Management Inc. | 0.10% | Add +0.7% | 4,292,636 | $355.6M |
| Raymond James Financial Inc. | 0.12% | Reduce -17.2% | 4,196,289 | $347.7M |
| Royal Bank of Canada | 0.06% | Add +20.4% | 3,806,681 | $315.4M |
| Bank of Montreal | 0.15% | Reduce -2.9% | 3,548,657 | $294.0M |
| Pinebridge Investments, L.P. | 2.21% | Reduce -6.4% | 3,367,000 | $279.0M |
| Truist Financial Corp. | 0.32% | Reduce -12.2% | 2,663,580 | $220.7M |
| Mizuho Markets Americas LLC | 7.07% | Add +654.7% | 2,586,103 | $214.3M |
| Cerity Partners LLC | 0.37% | Add +1.6% | 2,511,067 | $208.1M |
| AIA Group Ltd | 2.54% | Add +109.1% | 1,411,745 | $117.0M |
| FMR LLC | 0.01% | Add +17655.2% | 1,402,308 | $116.2M |
| PNC Financial Services Group, Inc. | 0.07% | Add +2.8% | 1,367,282 | $113.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +57.2% | 1,357,404 | $112.5M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -52.9% | 1,300,963 | $107.8M |
| Stifel Financial Corp. | 0.10% | Add +9.6% | 1,291,549 | $107.0M |
| Focus Partners Wealth | 0.23% | Add +0.2% | 1,289,609 | $106.9M |
| Citigroup Inc. | 0.07% | Reduce -5.1% | 1,238,658 | $102.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +5.4% | 1,180,332 | $97.8M |
| Osaic Holdings, Inc. | 0.16% | Add +49.7% | 1,111,008 | $92.0M |
| Smithfield Trust Co | 4.30% | Add +0.0% | 1,099,630 | $91.1M |
| Lido Advisors, LLC | 0.48% | Add +68.9% | 1,093,610 | $90.6M |
| HighTower Advisors, LLC | 0.11% | Add +21.8% | 1,069,365 | $88.6M |
| MML Investors Services, LLC | 0.23% | Add +12.1% | 979,909 | $81.2M |
| TD Private Client Wealth LLC | 1.83% | Reduce -2.3% | 897,233 | $74.3M |
| TFC Financial Management, Inc. | 10.02% | Add +0.2% | 882,610 | $73.1M |
| Wealthfront Advisers LLC | 0.19% | Reduce -21.6% | 878,644 | $72.8M |
| US Bancorp \de | 0.09% | Add +2.9% | 832,608 | $69.0M |
| GM Advisory Group, LLC | 3.41% | Add +2.6% | 832,544 | $69.0M |
| Strategic Investment Advisors / MI | 6.17% | Add +146.7% | 766,795 | $63.5M |
| Bleakley Financial Group, LLC | 1.58% | Add +38.9% | 751,385 | $62.3M |
| Barclays PLC | 0.02% | Add +241.6% | 743,369 | $61.6M |
| Renaissance Technologies | 0.08% | Reduce -39.9% | 736,571 | $61.0M |
| Cetera Investment Advisers | 0.10% | Add +19.9% | 721,292 | $59.8M |
| M&T Bank Corp | 0.20% | Add +6.5% | 707,667 | $58.6M |
| Beacon Investment Advisory Services, Inc. | 2.51% | Add +4.5% | 685,531 | $56.8M |
| Amundi | 0.02% | No change | 670,200 | $55.3M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.5% | 664,211 | $55.0M |
| Atwood & Palmer Inc. | 3.42% | Add +17.7% | 660,278 | $54.7M |
| Clarity Financial LLC | 5.68% | Reduce -3.4% | 637,040 | $52.8M |
| Scopus Asset Management, L.P. | 1.34% | Reduce -2.1% | 605,726 | $50.2M |
| Guggenheim Capital LLC | 0.38% | Add +11.6% | 559,978 | $46.4M |
| Stephens Inc. | 0.62% | Reduce -13.5% | 541,300 | $44.9M |
| Victory Capital Management Inc. | 0.03% | Reduce -0.1% | 517,731 | $42.9M |
| Quent Capital, LLC | 4.00% | Reduce -5.8% | 499,965 | $41.4M |
| Element Pointe Advisors, LLC | 9.94% | Reduce -6.9% | 495,769 | $41.1M |
| Curi Capital, LLC | 0.78% | Add +0.2% | 493,639 | $40.9M |
| Modern Wealth Management, LLC | 0.95% | Add +18.4% | 464,347 | $38.5M |
| NorthCoast Asset Management LLC | 0.16% | Add +63.3% | 461,538 | $38.2M |
| Silicon Valley Capital Partners | 3.98% | New | 459,795 | $38.1M |
| Bartlett & Co. Wealth Management LLC | 0.53% | Add +12.8% | 456,099 | $37.8M |
| America First Investment Advisors, LLC | 7.48% | Add +0.3% | 452,822 | $37.5M |
| Mader & Shannon Wealth Management, Inc. | 20.02% | New | 443,597 | $36.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -1.0% | 425,730 | $35.1M |
| Comerica Bank | 0.14% | Reduce -1.4% | 420,530 | $34.8M |
| Synovus Financial Corp. | 0.42% | Add +27.8% | 414,500 | $34.3M |
| SouthState Bank Corp | 1.43% | Add +6.0% | 395,358 | $32.8M |
| CWA Asset Management Group, LLC | 1.38% | Add +37.0% | 394,083 | $32.7M |
| Alliancebernstein L.P. | 0.01% | Reduce -45.0% | 385,189 | $31.9M |
| Corient Private Wealth LP | 0.04% | Reduce -66.8% | 380,116 | $31.5M |
| Fisher Asset Management | 0.01% | Reduce -2.7% | 370,346 | $30.7M |
| Zacks Investment Management | 0.26% | Add +0.8% | 366,227 | $30.3M |
| Fiduciary Group, LLC | 2.83% | Reduce -3.8% | 362,380 | $30.0M |
| Edge Wealth Management LLC | 5.76% | Add +2.8% | 360,856 | $29.9M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -0.9% | 354,712 | $29.4M |
| CX Institutional | 1.02% | Add +35.1% | 352,487 | $29.2M |
| Evergreen Capital Management LLC | 0.87% | Reduce -2.4% | 350,347 | $29.0M |
| Willis Johnson & Associates, Inc. | 1.95% | Add +1.9% | 345,745 | $28.6M |
| Keybank National Association | 0.10% | Reduce -0.6% | 335,435 | $27.8M |
| Scotia Capital Inc. | 0.13% | Add +62.8% | 331,793 | $27.5M |
| Foundations Investment Advisors, LLC | 0.43% | Add +91.6% | 331,122 | $27.4M |
| Aptus Capital Advisors, LLC | 0.27% | Add +144.6% | 328,267 | $27.2M |
| Advisory Services Network, LLC | 0.44% | Reduce -9.6% | 328,065 | $27.1M |
| Allianz SE | 0.62% | Add +4.2% | 319,129 | $26.4M |
| Wellspring Financial Advisors, LLC | 2.35% | Reduce -13.4% | 318,215 | $26.4M |
| Dakota Wealth Management | 0.55% | Add +20.9% | 316,095 | $26.2M |
| Citadel Advisors | 0.02% | Add +15.5% | 315,094 | $26.1M |
| Fifth Third Bancorp | 0.09% | Add +0.5% | 309,962 | $25.7M |
| Private Advisor Group, LLC | 0.14% | Add +9.9% | 309,530 | $25.6M |
| Kaydan Wealth Management, Inc. | 8.32% | New | 306,668 | $25.4M |
| Jaffetilchin Investment Partners, LLC | 1.65% | Add +1.2% | 304,595 | $25.2M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -3.1% | 297,026 | $24.6M |
| Mariner, LLC | 0.03% | Reduce -40.6% | 289,749 | $24.0M |
| Baird Financial Group, Inc. | 0.04% | Add +4.7% | 285,613 | $23.7M |
| Moment Partners, LLC | 4.40% | Reduce -1.6% | 283,230 | $23.5M |
| Santa Clara Valley Transportation Authority | 21.63% | No change | 275,229 | $22.8M |
| Wooster Corthell Wealth Management, Inc. | 4.13% | New | 269,355 | $22.3M |
| United Capital Financial Advisors, LLC | 0.18% | Reduce -5.1% | 265,769 | $22.0M |
| Mesirow Financial Investment Management, Inc. | 0.42% | Reduce -48.1% | 263,045 | $21.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -22.7% | 262,896 | $21.8M |
| Anchor Capital Advisors LLC | 0.64% | Reduce -38.0% | 261,158 | $21.6M |
"% 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.