iShares Trust - iShares 1-3 Year Treasury Bond ETF
US ˙ NasdaqGM ˙ US4642874576

SecuritySHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership154,817 shares
Latest Disclosed Value $ 12,783,240
IFP Advisors, Inc reports 39.69% increase in ownership of SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 154,817 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF (US:SHY) valued at $12,783,240 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 110,827 shares of iShares Trust - iShares 1-3 Year Treasury Bond ETF. This represents a change in shares of 39.69% during the quarter. The current value of the position is $12,673,320 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ISHARES TR cs 464287457 154,817 43,990 39.69 12,783 39.28 0.2651
2026-02-06 2025-12-31 13F ISHARES TR cs 464287457 110,827 40,042 56.57 9,179 56.30 0.2061
2026-02-06 2025-09-30 13F/A-1 ISHARES TR 1 3 YR TREAS BD cs 464287457 70,785 61,346 649.92 5,872 651.86 0.1525
2025-12-02 2025-09-30 13F ISHARES TR 1 3 YR TREAS BD cs 464287457 70,789 61,350 5,873 0.1514
2025-07-24 2025-06-30 13F I cs 464287457 9,439 -3,368 -26.30 782 -26.25 0.0222
2025-05-05 2025-03-31 13F ISHARES TR cs 464287457 12,807 716 5.92 1,059 6.86 0.0327
2025-02-04 2024-12-31 13F ISHARES TR cs 464287457 12,091 1,083 9.84 991 8.31 0.0325
2025-02-04 2024-09-30 13F ISHARES TR cs 464287457 11,008 1,607 17.09 915 19.30 0.0330
2024-07-30 2024-06-30 13F ISHARES TR cs 464287457 9,401 -26,887 -74.09 768 -74.15 0.0305
2024-07-30 2024-03-31 13F ISHARES TR cs 464287457 36,288 -8,859 -19.62 2,968 -19.88 0.1301
2024-01-09 2023-12-31 13F ISHARES TR cs 464287457 45,147 14,227 46.01 3,704 47.94 0.1748
2023-10-12 2023-09-30 13F ISHARES TR cs 464287457 30,920 -20,515 -39.89 2,504 -39.98 0.1125
2023-08-14 2023-06-30 13F/A-1 ISHARES TR cs 464287457 51,435 -10,622 -17.12 4,170 -19.30 0.1744
2023-08-04 2023-06-30 13F ISHARES TR cs 464287457 51,435 -10,622 4,283 0.1982
2023-04-18 2023-03-31 13F ISHARES TR cs 464287457 62,057 -146,248 -70.21 5,168 30,294.12 0.2249
2023-02-07 2022-12-31 13F ISHARES TR cs 464287457 208,305 16,077 8.36 17 -99.89 0.4635
2022-11-08 2022-09-30 13F ISHARES TR cs 464287457 192,228 22,295 13.12 16,011 13.12 0.4173
2022-09-06 2022-06-30 13F/A-1 ISHARES TR cs 464287457 169,933 0 0.00 14,154 0.00 0.4539
2022-08-12 2022-06-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 1,951 -167,982 162 0.2900
2022-09-06 2022-03-31 13F/A-1 ISHARES TR cs 464287457 169,933 160,387 1,680.15 14,154 1,634.56 0.4539
2022-08-08 2022-03-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 82,644 73,098 6,892 0.1407
2022-01-12 2021-12-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 9,546 -10,365 -52.06 816 -52.53 0.0159
2021-10-06 2021-09-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 19,911 112 0.57 1,719 0.70 0.0344
2021-07-13 2021-06-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 19,799 -39,895 -66.83 1,707 -66.87 0.0353
2021-04-30 2021-03-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 59,694 33,130 124.72 5,152 124.29 0.1003
2021-01-25 2020-12-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 26,564 -30,892 -53.77 2,297 -53.75 0.0931
2020-10-29 2020-09-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 57,456 24,874 76.34 4,966 76.16 0.2964
2020-08-05 2020-06-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 32,582 4,056 14.22 2,819 14.04 0.2234
2020-05-12 2020-03-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 28,526 -6,440 -18.42 2,472 -16.43 0.2495
2020-01-17 2019-12-31 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 34,966 17,760 103.22 2,958 102.19 0.2223
2019-11-07 2019-09-30 13F ISHARES TR 1 3 YR TREAS BD Stock 464287457 17,206 12,493 265.08 1,463 269.44 0.0980
2019-05-15 2019-03-31 13F ISHARES1-3 YR TREASURY BOND ETF ETF 464287457 4,713 -14,833 -75.89 396 -75.76 0.0541
2019-06-03 2018-12-31 13F/A-10 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 19,546 -4,426 -18.46 1,634 -17.97 0.0996
2019-01-23 2018-12-31 13F ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 19,546 -4,426 1,634 0.0996
2019-06-03 2018-09-30 13F/A-9 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 23,972 -29,361 -55.05 1,992 -55.20 0.0812
2018-10-25 2018-09-30 13F ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 23,972 -29,361 1,992 0.0812
2019-06-03 2018-06-30 13F/A-8 ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 53,333 35,077 192.14 4,446 190.40 0.1870
2018-08-07 2018-06-30 13F ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 53,333 32,183 4,446
2019-06-03 2018-03-31 13F/A-7 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,256 0 0.00 1,531 0.00 0.0694
2018-05-09 2018-03-31 13F ISHARES 1-3 YR TREASURY BOND ETF ETF 464287457 21,150 2,894 1,767
2019-06-03 2017-12-31 13F/A-6 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,256 24 0.13 1,531 -0.58 0.0694
2018-01-24 2017-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,256 24 1,531
2017-10-30 2017-09-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,232 27 0.15 1,540 0.13 0.0612
2019-06-03 2017-06-30 13F/A-5 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,205 -5,831 -24.26 1,538 -24.31 0.0652
2017-07-31 2017-06-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 18,205 -5,831 1,538
2019-06-03 2017-03-31 13F/A-4 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 24,036 -4,936 -17.04 2,032 -16.96 0.0885
2017-04-26 2017-03-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 24,036 -4,936 2,032
2019-06-03 2016-12-31 13F/A-3 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 28,972 3,134 12.13 2,447 11.38 0.1181
2017-02-14 2016-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 28,972 3,134 2,447
2016-11-04 2016-09-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 25,838 2,361 10.06 2,197 9.69 0.1142
2019-06-03 2016-06-30 13F/A-2 ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 23,477 18,764 398.13 2,003 405.81 0.1118
2016-08-22 2016-06-30 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 23,477 18,764 2,003
2019-06-03 2016-03-31 13F/A-1 ISHARES1-3 YR TREASURY BOND ETF ETF 464287457 4,713 -16,167 -77.43 396 -77.51 0.0541
2016-05-02 2016-03-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 26,222 5,342 2,230
2016-02-11 2015-12-31 13F ISHARES 1-3 YEAR TREASURY BOND ETF ETF 464287457 20,880 20,880 1,761 0.1182
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.