iShares 1-3 Year Treasury BoSHYETF
13F holders, Q3 2025 (September 30)1,156holders −27
80new positions
99sold out
3famous investors
$82.27avg. 13F price*
At the end of Q3 2025, 1,156 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 27 from Q2 2025. 80 opened new positions and 99 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.7B) and Captrust Financial Advisors ($1.4B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $76.0M |
| Exits | 99 | $202.4M |
All 13F filers, Q2 2025 → Q3 2025: 26,947,204 shares bought and 17,433,779 shares sold, net +9,513,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,156 holders
| Morgan Stanley | 0.17% | Add +9.5% | 33,669,888 | $2.8B |
| BlackRock, Inc. | 0.03% | Add +20.2% | 19,897,636 | $1.7B |
| Captrust Financial Advisors | 2.88% | Add +58.5% | 17,024,325 | $1.4B |
| Bank of America Corp. | 0.07% | Add +1.1% | 11,740,171 | $974.0M |
| JPMorgan Chase & Co. | 0.05% | Reduce -7.1% | 10,142,072 | $841.4M |
| Bank of New York Mellon Corp | 0.10% | Add +4.2% | 6,703,637 | $556.1M |
| LPL Financial LLC | 0.16% | Reduce -3.0% | 6,616,586 | $548.9M |
| Wells Fargo & Company | 0.09% | Add +2.9% | 5,168,670 | $428.8M |
| Mizuho Markets Americas LLC | 8.75% | Add +93.3% | 5,000,247 | $414.8M |
| UBS Group AG | 0.08% | Reduce -6.9% | 4,894,220 | $406.0M |
| Ameriprise Financial Inc. | 0.09% | Add +5.8% | 4,682,094 | $388.3M |
| Raymond James Financial Inc. | 0.11% | Add +2.5% | 4,299,580 | $356.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -7.8% | 3,958,382 | $328.4M |
| Royal Bank of Canada | 0.06% | Reduce -1.5% | 3,749,013 | $311.0M |
| Pinebridge Investments, L.P. | 2.19% | Add +5.6% | 3,557,000 | $295.1M |
| Bank of Montreal | 0.12% | Reduce -2.8% | 3,449,215 | $286.1M |
| Truist Financial Corp. | 0.30% | Reduce -0.6% | 2,647,785 | $219.7M |
| Cerity Partners LLC | 0.35% | Add +4.2% | 2,617,150 | $217.1M |
| Assetmark, Inc. | 0.36% | Reduce -71.7% | 2,007,594 | $166.5M |
| AIA Group Ltd | 2.61% | Add +25.8% | 1,776,390 | $147.4M |
| Steward Partners Investment Advisory, LLC | 0.84% | Add +1113.5% | 1,775,187 | $147.3M |
| Barclays PLC | 0.05% | Add +102.6% | 1,506,142 | $124.9M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.5% | 1,415,258 | $117.4M |
| FMR LLC | 0.01% | Add +0.1% | 1,403,761 | $116.5M |
| Citigroup Inc. | 0.08% | Add +6.0% | 1,312,630 | $108.9M |
| Focus Partners Wealth | 0.17% | Reduce -1.8% | 1,266,272 | $105.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.8% | 1,264,963 | $104.9M |
| Stifel Financial Corp. | 0.09% | Reduce -3.3% | 1,249,303 | $103.6M |
| Smithfield Trust Co | 4.11% | Add +0.7% | 1,107,159 | $91.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -8.0% | 1,086,265 | $90.1M |
| Proficio Capital Partners LLC | 5.93% | Add +1164.2% | 1,040,956 | $86.4M |
| Osaic Holdings, Inc. | 0.11% | Reduce -15.0% | 944,261 | $78.4M |
| TD Private Client Wealth LLC | 1.74% | Add +3.7% | 930,109 | $77.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -15.1% | 907,994 | $75.3M |
| TFC Financial Management, Inc. | 9.54% | Add +1.7% | 897,682 | $74.5M |
| MML Investors Services, LLC | 0.20% | Reduce -8.7% | 894,395 | $74.2M |
| Lido Advisors, LLC | 0.30% | Reduce -21.5% | 858,582 | $71.2M |
| GM Advisory Group, LLC | 2.92% | Reduce -0.5% | 828,057 | $68.7M |
| US Bancorp \de | 0.08% | Reduce -1.0% | 824,437 | $68.4M |
| Wealthfront Advisers LLC | 0.16% | Reduce -8.3% | 805,718 | $66.8M |
| CWA Asset Management Group, LLC | 2.46% | Add +102.9% | 799,559 | $66.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -42.2% | 784,232 | $65.1M |
| Evergreen Capital Management LLC | 1.46% | Add +111.8% | 742,068 | $61.6M |
| Bleakley Financial Group, LLC | 1.42% | Reduce -1.9% | 736,877 | $61.1M |
| M&T Bank Corp | 0.20% | Reduce -0.2% | 706,195 | $58.6M |
| Beacon Investment Advisory Services, Inc. | 2.43% | Add +1.7% | 697,304 | $57.8M |
| Amundi | 0.02% | No change | 670,200 | $55.5M |
| Atwood & Palmer Inc. | 3.24% | Add +0.8% | 665,235 | $55.2M |
| Guggenheim Capital LLC | 0.38% | Add +10.4% | 618,435 | $51.3M |
| Scopus Asset Management, L.P. | 1.20% | No change | 605,726 | $50.3M |
| Landscape Capital Management, L.L.C. | 3.07% | Add +1773.1% | 582,988 | $48.4M |
| Quent Capital, LLC | 3.91% | Add +12.6% | 562,846 | $46.7M |
| Tower Research Capital LLC (TRC) | 1.29% | Add +23228.3% | 562,446 | $46.7M |
| Clarity Financial LLC | 4.37% | Reduce -16.7% | 530,933 | $44.0M |
| Cetera Investment Advisers | 0.05% | Reduce -27.1% | 525,451 | $43.6M |
| Lake Hills Wealth Management, LLC | 22.93% | Add +230.2% | 517,739 | $43.0M |
| Victory Capital Management Inc. | 0.03% | No change | 517,731 | $43.0M |
| Stephens Inc. | 0.54% | Reduce -5.2% | 513,036 | $42.6M |
| Silicon Valley Capital Partners | 3.97% | Add +10.4% | 507,541 | $42.1M |
| Fisher Asset Management | 0.02% | Add +35.4% | 501,417 | $41.6M |
| America First Investment Advisors, LLC | 7.24% | Add +3.8% | 469,851 | $39.0M |
| NorthCoast Asset Management LLC | 0.15% | Reduce -0.1% | 461,199 | $38.3M |
| Curi Capital, LLC | 0.70% | Reduce -7.4% | 457,035 | $37.9M |
| SouthState Bank Corp | 1.61% | Add +6.8% | 422,030 | $35.0M |
| Modern Wealth Management, LLC | 0.69% | Reduce -10.1% | 417,575 | $34.6M |
| Comerica Bank | 0.13% | Reduce -1.4% | 414,823 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.5% | 410,805 | $34.0M |
| Synovus Financial Corp. | 0.39% | Reduce -1.8% | 406,980 | $33.8M |
| CX Institutional | 1.01% | Add +13.3% | 399,452 | $33.1M |
| Alliancebernstein L.P. | 0.01% | Add +1.5% | 391,065 | $32.4M |
| Zacks Investment Management | 0.25% | Add +1.9% | 373,119 | $31.0M |
| Willis Johnson & Associates, Inc. | 1.91% | Add +7.4% | 371,241 | $30.8M |
| Private Advisor Group, LLC | 0.15% | Add +17.1% | 362,387 | $30.1M |
| Edge Wealth Management LLC | 5.29% | Reduce -0.2% | 360,195 | $29.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +0.3% | 355,969 | $29.5M |
| SG Americas Securities, LLC | 0.11% | Add +45.3% | 354,624 | $29.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +6610.2% | 353,292 | $29.3M |
| Fiduciary Group, LLC | 2.55% | Reduce -3.4% | 350,246 | $29.1M |
| Keybank National Association | 0.10% | Add +3.8% | 348,017 | $28.9M |
| Element Pointe Advisors, LLC | 6.14% | Reduce -29.9% | 347,444 | $28.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -48.0% | 345,259 | $28.6M |
| Allianz SE | 0.60% | Add +7.3% | 342,489 | $28.4M |
| Corient Private Wealth LP | 0.04% | Reduce -10.4% | 340,546 | $28.3M |
| Mader & Shannon Wealth Management, Inc. | 13.65% | Reduce -24.3% | 335,645 | $27.8M |
| Dakota Wealth Management | 0.56% | Add +5.4% | 333,104 | $27.6M |
| Santa Clara Valley Transportation Authority | 22.92% | Add +19.7% | 329,537 | $27.3M |
| Jaffetilchin Investment Partners, LLC | 1.63% | Add +7.8% | 328,475 | $27.3M |
| Fifth Third Bancorp | 0.08% | Add +2.1% | 316,415 | $26.2M |
| Advisory Services Network, LLC | 0.38% | Reduce -4.0% | 315,090 | $26.1M |
| Mariner, LLC | 0.03% | Add +6.8% | 309,447 | $25.7M |
| OneDigital Investment Advisors LLC | 0.26% | Add +3.1% | 306,263 | $25.4M |
| Moment Partners, LLC | 4.15% | Reduce -0.0% | 283,110 | $23.5M |
| Procyon Advisors, LLC | 1.38% | Add +1592.3% | 279,999 | $23.2M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.9% | 277,277 | $23.0M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Reduce -39.8% | 274,615 | $22.8M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +12.3% | 273,965 | $22.7M |
| Sigma Planning Corp | 0.64% | Add +4.0% | 271,437 | $22.5M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +2.1% | 268,607 | $22.3M |
| Gunma Bank,Ltd. | 6.88% | Add +29.3% | 265,000 | $22.0M |
| Dynamic Advisor Solutions LLC | 0.62% | Add +8.1% | 256,752 | $21.3M |
"% 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.