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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
84,977
shares
|
$7.01 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
84,670
shares
|
$6.99 Million
3.41% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
84,650
shares
|
$6.99 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
84,467
shares
|
$6.97 Million
1.37% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
84,123
shares
|
$6.94 Million
5.85% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
84,108
shares
|
$6.94 Million
0.16% of portfolio
|
Q1 2024
Reduced 84.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
83,375
shares
|
$6.88 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
82,817
shares
|
$6.84 Million
2.27% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
82,516
shares
|
$6.81 Million
4.86% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
81,812
shares
|
$6.75 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
81,485
shares
|
$6.73 Million
5.52% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
81,211
shares
|
$6.7 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
79,540
shares
|
$6.57 Million
1.4% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
79,337
shares
|
$6.55 Million
3.95% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,861
shares
|
$6.51 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
77,776
shares
|
$6.42 Million
2.61% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
77,361
shares
|
$6.39 Million
1.24% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
77,112
shares
|
$6.37 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
76,161
shares
|
$6.29 Million
1.65% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
76,145
shares
|
$6.29 Million
0.32% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
75,756
shares
|
$6.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.92%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
75,560
shares
|
$6.24 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
75,343
shares
|
$6.22 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
75,335
shares
|
$6.22 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.21 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|