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 1,341 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
66,959
shares
|
$5.55 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
66,683
shares
|
$5.53 Million
0.16% of portfolio
|
Q2 2025
Added 74.2%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
66,354
shares
|
$5.5 Million
0.38% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
66,047
shares
|
$5.48 Million
0.33% of portfolio
|
Q3 2022
Added 23.78%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
65,199
shares
|
$5.41 Million
0.43% of portfolio
|
Q2 2025
Added 53.86%
|
|
|
Argi Investment Services, LLC
|
Aug 13, 2025 Q2 2025 |
64,239
shares
|
$5.33 Million
0.31% of portfolio
|
Q2 2025
Reduced 68.98%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
64,205
shares
|
$5.32 Million
4.0% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
64,055
shares
|
$5.31 Million
1.64% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
64,047
shares
|
$5.31 Million
0.14% of portfolio
|
Q2 2025
Added 60.01%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
64,013
shares
|
$5.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.8%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
62,991
shares
|
$5.22 Million
0.08% of portfolio
|
Q3 2023
Added 13.37%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
62,031
shares
|
$5.14 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
61,909
shares
|
$5.13 Million
1.59% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jul 29, 2025 Q2 2025 |
61,671
shares
|
$5.11 Million
4.06% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
61,664
shares
|
$5.11 Million
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
61,619
shares
|
$5.11 Million
0.98% of portfolio
|
Q2 2025
New holding
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 04, 2025 Q2 2025 |
60,435
shares
|
$5.01 Million
0.59% of portfolio
|
Q2 2025
Added 10.86%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
59,910
shares
|
$4.97 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
59,610
shares
|
$4.94 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Aug 06, 2025 Q2 2025 |
59,263
shares
|
$4.91 Million
2.89% of portfolio
|
Q2 2025
Reduced 18.85%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
59,060
shares
|
$4.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
58,754
shares
|
$4.87 Million
3.69% of portfolio
|
Q2 2025
Added 290.03%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
58,475
shares
|
$4.85 Million
0.08% of portfolio
|
Q2 2025
Added 7.37%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
58,442
shares
|
$4.85 Million
0.73% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
58,015
shares
|
$4.81 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.32%
|