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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
57,760
shares
|
$4.77 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
57,266
shares
|
$4.73 Million
0.39% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Cambiar Investors LLC
|
May 13, 2025 Q1 2025 |
56,928
shares
|
$4.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 18.98%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
56,728
shares
|
$4.68 Million
0.76% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
56,427
shares
|
$4.66 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
56,198
shares
|
$4.64 Million
4.16% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
55,595
shares
|
$4.59 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
54,992
shares
|
$4.54 Million
0.06% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
54,516
shares
|
$4.5 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
54,460
shares
|
$4.5 Million
0.09% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
54,217
shares
|
$4.48 Million
2.27% of portfolio
|
Q3 2022
Reduced 31.13%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
53,811
shares
|
$4.44 Million
0.36% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
53,699
shares
|
$4.43 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
53,519
shares
|
$4.42 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
53,476
shares
|
$4.41 Million
2.61% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
53,345
shares
|
$4.4 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
52,912
shares
|
$4.37 Million
0.48% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
52,567
shares
|
$4.34 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
52,424
shares
|
$4.33 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
52,171
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Timelo Investment Management Inc.
|
May 13, 2025 Q1 2025 |
52,100
shares
|
$4.3 Million
12.68% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
52,082
shares
|
$4.3 Million
2.35% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
51,809
shares
|
$4.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
51,441
shares
|
$4.25 Million
1.67% of portfolio
|
Q2 2025
Added 69.25%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
50,937
shares
|
$4.2 Million
0.42% of portfolio
|
Q1 2025
Added 6.02%
|