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 |
|---|---|---|---|---|---|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
50,536
shares
|
$4.17 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
50,345
shares
|
$4.16 Million
0.47% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
50,276
shares
|
$4.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,072
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
48,635
shares
|
$4.01 Million
2.43% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
47,926
shares
|
$3.96 Million
0.1% of portfolio
|
Q1 2025
Added 89.96%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
47,902
shares
|
$3.95 Million
5.11% of portfolio
|
Q2 2025
Added 216.37%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
47,875
shares
|
$3.95 Million
4.68% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
47,815
shares
|
$3.95 Million
3.2% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
47,552
shares
|
$3.93 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
47,258
shares
|
$3.9 Million
0.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
47,228
shares
|
$3.9 Million
3.74% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,757
shares
|
$3.86 Million
0.71% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
45,939
shares
|
$3.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
44,980
shares
|
$3.71 Million
1.16% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
44,823
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
44,595
shares
|
$3.68 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
44,056
shares
|
$3.64 Million
0.27% of portfolio
|
Q1 2025
Added 721.33%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
43,930
shares
|
$3.63 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
43,181
shares
|
$3.56 Million
2.22% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
43,050
shares
|
$3.55 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
42,845
shares
|
$3.54 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
42,758
shares
|
$3.53 Million
2.41% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
42,542
shares
|
$3.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.62%
|