Who Owns iShares 1-3 Year Treasury Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares 1-3 Year Treasury Bond ETF.
Who crossed 5% of SHY →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| ATWOOD & PALMER INCCOM766.8K shadded | $62.3M |
| Farther Finance Advisors, LLCETF513.4K shadded | $41.7M |
| Apella Capital, LLC1 3 YR TREAS BD152.7K shadded | $12.4M |
| Shira Ridge Wealth Management1 3 YR TREAS BD138.7K shadded | $11.3M |
| First Heartland Consultants, Inc.1 3 YR TREAS BD126.3K shadded | $10.3M |
| Lake Hills Wealth Management, LLC1 3 YR TREAS BD121.8K shtrimmed | $9.9M |
| LWM ADVISORS INC1 3 YR TREAS BD120.4K shtrimmed | $9.8M |
| Invariant Investment Management1 3 YR TREAS BD107.8K shadded | $8.7M |
| KFA Private Wealth Group, LLC1 3 YR TREAS BD91.8K shtrimmed | $7.5M |
| Wealth Enhancement Trust Services, Inc.1 3 YR TREAS BD65.5K shadded | $5.3M |
| SigFig Wealth Management, LLC1 3 YR TREAS BD54.9K shtrimmed | $4.5M |
| Balefire, LLC1 3 YR TREAS BD52.9K shtrimmed | $4.3M |
| Martin Capital Partners, LLC1 3 YR TREAS BD45.9K shadded | $3.7M |
| Tactive Advisors, LLC1 3 YR TREAS BD38.3K shadded | $3.1M |
| FINANCIAL MANAGEMENT NETWORK INC1 3 YR TREAS BD38.3K shadded | $3.1M |
| Whitcomb & Hess, Inc.1 3 YR TREAS BD26K shadded | $2.1M |
| Cooper Financial Group1 3 YR TREAS BD24.4K shadded | $2M |
| CAMELOT TECHNOLOGY ADVISORS, INC.1 3 YR TREAS BD23.6K shadded | $1.9M |
| Councilor Wealth, LLC1 3 YR TREAS BD22.4K shtrimmed | $1.8M |
| TITLEIST ASSET MANAGEMENT, LLC1 3 YR TREAS BD21K shadded | $1.7M |
| Buska Wealth Management, LLC1 3 YR TREAS BD17.7K shadded | $1.4M |
| Freestate Advisors LLC1 3 YR TREAS BD17.6K shtrimmed | $1.4M |
| Canandaigua National Trust Co of FloridaCom15.8K sh— | $1.3M |
| ROCKLAND TRUST CO1 3 YR TREAS BD15.5K shtrimmed | $1.3M |
| CHAPIN DAVIS, INC.1 3 YR TREAS BD14K shadded | $1.1M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund13.6K shadded | $1.1M |
| Independence Financial Advisors, LLC1 3 YR TREAS BD9.3K shtrimmed | $751.6K |
| BENEDICT FINANCIAL ADVISORS INCETF9K shtrimmed | $729.9K |
| Gouws Capital LLC1 3 YR TREAS BD8.3K shheld | $674K |
| Factor Wealth Management LTD1 3 YR TREAS BD8.1K shtrimmed | $653.8K |
| DIVERSIFIED MANAGEMENT INC1 3 YR TREAS BD7.2K shheld | $586.9K |
| Avidian Wealth Enterprises, LLC1 3 YR TREAS BD7K shadded | $568.8K |
| CoreCap Advisors, LLCETF7K shtrimmed | $567.8K |
| Acropolis Investment Management, LLC1 3 YR TREAS BD6.6K shtrimmed | $534.3K |
| STEPHENS GROUP ASSET MANAGEMENT, LLC1 3 YR TREAS BD6.2K shheld | $502.5K |
| Trust CoETF5.9K shheld | $475.5K |
| Biltmore Wealth Management, LLC1 3 YR TREAS BD5.8K shadded | $469.1K |
| GK Wealth Management LLC1 3 YR TREAS BD5.5K shadded | $444.3K |
| Weaver Consulting Group1 3 YR TREAS BD5.4K shtrimmed | $442.3K |
| EPIQ PARTNERS, LLC1 3 YR TREAS BD4.9K shtrimmed | $400K |
| TrueWealth Advisors, LLC1 3 YR TREAS BD4.7K shheld | $380.4K |
| FIRST COMMUNITY TRUST NA1 3 YR TREAS BD4.5K shtrimmed | $361.9K |
| Pathway Financial Advisors LLC1 3 YR TREAS BD4.4K shheld | $357.3K |
| Whalen Wealth Management Inc.1 3 YR TREAS BD4.4K shtrimmed | $356.7K |
| Castleview Partners, LLC1 3 YR TREAS BD3.8K shadded | $304.8K |
| AVAII WEALTH MANAGEMENT, LLC1 3 YR TREAS BD3.8K shadded | $304.4K |
| Veracity Capital LLC1 3 YR TREAS BD3.2K shadded | $260.4K |
| ACIMA PRIVATE WEALTH, LLCETF3K sh— | $247.6K |
| Central Pacific Bank - Trust Division1 3 YR TREAS BD2.9K shheld | $237.1K |
| EASTERN BANK1 3 YR TREAS BD2.9K shadded | $232.8K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC1 3 YR TREAS BD2.8K shadded | $231.3K |
| Hummer Financial Advisory Services Inc1 3 YR TREAS BD2.5K shheld | $203K |
| Horizons Wealth ManagementETF1.3K shtrimmed | $107.4K |
| Grove Bank & Trust1 3 YR TREAS BD1.2K shheld | $97.4K |
| TOMPKINS FINANCIAL CORP1 3 YR TREAS BD1.1K shheld | $89.3K |
| Bank of New Hampshire1 3 YR TREAS BD428 shtrimmed | $34.8K |
| GAMMA Investing LLCETF90 sh— | $7.3K |
| Rosenberg Matthew HamiltonETF36 shheld | $2.9K |
| TOTH FINANCIAL ADVISORY CORP1 3 YR TREAS BD1 shtrimmed | $82 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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