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 1,334 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
75,064
shares
|
$6.2 Million
0.32% of portfolio
|
Q1 2025
Reduced 22.5%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
74,732
shares
|
$6.17 Million
2.09% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
74,667
shares
|
$6.16 Million
2.57% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
74,575
shares
|
$6.16 Million
0.02% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
74,227
shares
|
$6.13 Million
0.11% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2025 Q1 2025 |
73,026
shares
|
$6.03 Million
2.67% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
72,844
shares
|
$6.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 18.82%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
72,753
shares
|
$6.01 Million
0.08% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
71,814
shares
|
$5.93 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
70,627
shares
|
$5.83 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
70,597
shares
|
$5.83 Million
0.0% of portfolio
|
Q1 2025
Added 2453.24%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
70,551
shares
|
$5.82 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
70,475
shares
|
$5.82 Million
0.12% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
70,466
shares
|
$5.82 Million
1.12% of portfolio
|
Q2 2025
Added 25.89%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
69,529
shares
|
$5.74 Million
0.05% of portfolio
|
Q1 2025
Added 150.15%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
68,848
shares
|
$5.68 Million
0.07% of portfolio
|
Q2 2025
Added 645.11%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
67,637
shares
|
$5.58 Million
4.74% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
67,528
shares
|
$5.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
67,203
shares
|
$5.55 Million
0.51% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
67,088
shares
|
$5.54 Million
0.43% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
66,959
shares
|
$5.53 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
66,293
shares
|
$5.47 Million
0.46% of portfolio
|
Q1 2025
Added 15.98%
|