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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
34,367
shares
|
$2.84 Million
0.33% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
34,337
shares
|
$2.83 Million
0.91% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
34,174
shares
|
$2.82 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34,034
shares
|
$2.81 Million
0.53% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
33,813
shares
|
$2.79 Million
0.32% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
33,690
shares
|
$2.78 Million
0.77% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,577
shares
|
$2.77 Million
0.27% of portfolio
|
Q4 2022
Reduced 21.82%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
33,140
shares
|
$2.74 Million
0.15% of portfolio
|
Q1 2025
Added 226.6%
|
|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
33,030
shares
|
$2.73 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,898
shares
|
$2.72 Million
0.13% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
32,815
shares
|
$2.71 Million
2.1% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
32,356
shares
|
$2.67 Million
0.29% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
32,351
shares
|
$2.67 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
32,315
shares
|
$2.67 Million
0.22% of portfolio
|
Q3 2022
Added 208.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
32,293
shares
|
$2.67 Million
0.1% of portfolio
|
Q1 2025
Added 66.3%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
32,147
shares
|
$2.65 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
32,024
shares
|
$2.64 Million
0.02% of portfolio
|
Q1 2025
Added 22.73%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
31,895
shares
|
$2.63 Million
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
31,810
shares
|
$2.63 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
31,753
shares
|
$2.62 Million
0.46% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
31,643
shares
|
$2.61 Million
0.53% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
31,625
shares
|
$2.61 Million
0.09% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
30,860
shares
|
$2.55 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
30,854
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 757.06%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
30,729
shares
|
$2.54 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.75%
|