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 1,330 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 $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
66,047
shares
|
$5.45 Million
0.33% of portfolio
|
Q3 2022
Added 23.78%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
65,808
shares
|
$5.43 Million
1.96% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
65,199
shares
|
$5.38 Million
0.43% of portfolio
|
Q2 2025
Added 53.86%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
64,575
shares
|
$5.33 Million
0.63% of portfolio
|
Q1 2025
Added 774.53%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
64,205
shares
|
$5.3 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
|
$5.29 Million
1.64% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
63,979
shares
|
$5.28 Million
0.18% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
63,097
shares
|
$5.21 Million
0.08% of portfolio
|
Q1 2025
Added 195.31%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
62,991
shares
|
$5.2 Million
0.08% of portfolio
|
Q3 2023
Added 13.37%
|
|
|
Alamar Capital Management, LLC
|
May 15, 2025 Q1 2025 |
62,833
shares
|
$5.19 Million
3.16% of portfolio
|
Q1 2025
Added 182.12%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
62,736
shares
|
$5.18 Million
0.02% of portfolio
|
Q1 2025
Added 37.76%
|
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
62,031
shares
|
$5.12 Million
0.34% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
61,909
shares
|
$5.11 Million
1.59% of portfolio
|
Q2 2025
Added 28.79%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
61,664
shares
|
$5.09 Million
0.01% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
61,369
shares
|
$5.07 Million
2.04% of portfolio
|
Q1 2025
Reduced 31.06%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
60,956
shares
|
$5.03 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
60,221
shares
|
$4.97 Million
0.16% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
59,610
shares
|
$4.92 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
58,877
shares
|
$4.86 Million
0.01% of portfolio
|
Q1 2025
Added 11.15%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
58,621
shares
|
$4.84 Million
0.55% of portfolio
|
Q1 2025
Added 50.94%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
58,442
shares
|
$4.82 Million
0.73% of portfolio
|
Q2 2025
Reduced 25.66%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
58,297
shares
|
$4.81 Million
4.51% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
May 12, 2025 Q1 2025 |
58,136
shares
|
$4.8 Million
3.88% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
58,002
shares
|
$4.79 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
57,903
shares
|
$4.78 Million
0.37% of portfolio
|
Q1 2025
Added 19.0%
|