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 |
|---|---|---|---|---|---|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
38,288
shares
|
$3.16 Million
1.58% of portfolio
|
Q1 2025
Added 13.78%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
38,280
shares
|
$3.16 Million
0.11% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
38,184
shares
|
$3.15 Million
0.04% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
37,978
shares
|
$3.14 Million
0.03% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
37,640
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Added 221.22%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
37,568
shares
|
$3.1 Million
1.22% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,459
shares
|
$3.09 Million
0.73% of portfolio
|
Q2 2023
Reduced 14.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,108
shares
|
$3.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
36,763
shares
|
$3.03 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
36,704
shares
|
$3.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
36,607
shares
|
$3.02 Million
0.9% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
36,135
shares
|
$2.98 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
36,129
shares
|
$2.98 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
36,044
shares
|
$2.98 Million
1.23% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
35,926
shares
|
$2.97 Million
0.14% of portfolio
|
Q1 2025
Added 34.66%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
35,389
shares
|
$2.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
35,198
shares
|
$2.91 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
35,087
shares
|
$2.9 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
34,990
shares
|
$2.89 Million
0.3% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
34,735
shares
|
$2.87 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34,554
shares
|
$2.85 Million
0.27% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
34,529
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
34,497
shares
|
$2.85 Million
0.89% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
34,446
shares
|
$2.84 Million
1.29% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
34,414
shares
|
$2.84 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.93%
|