Institutional Ownership Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY). We have compiled data on the 1,333 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
98,570
shares
|
$8.14 Million
2.92% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
97,635
shares
|
$8.06 Million
5.17% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
96,645
shares
|
$7.98 Million
0.76% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
96,300
shares
|
$7.95 Million
2.26% of portfolio
|
Q2 2025
Added 367.38%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
94,917
shares
|
$7.84 Million
3.68% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
94,845
shares
|
$7.83 Million
0.31% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
94,498
shares
|
$7.8 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
94,421
shares
|
$7.79 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
93,600
shares
|
$7.73 Million
0.99% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
93,080
shares
|
$7.68 Million
2.91% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
92,769
shares
|
$7.66 Million
0.97% of portfolio
|
Q1 2025
Added 27.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
92,147
shares
|
$7.61 Million
0.23% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
91,739
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
91,339
shares
|
$7.54 Million
0.53% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
91,233
shares
|
$7.53 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
90,271
shares
|
$7.45 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
89,191
shares
|
$7.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
87,551
shares
|
$7.23 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
87,407
shares
|
$7.22 Million
3.38% of portfolio
|
Q2 2025
Added 54.19%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
87,275
shares
|
$7.2 Million
0.5% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
87,063
shares
|
$7.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
85,941
shares
|
$7.09 Million
4.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
85,409
shares
|
$7.05 Million
0.24% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
85,283
shares
|
$7.04 Million
4.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
85,132
shares
|
$7.03 Million
0.21% of portfolio
|
Q1 2025
New holding
|