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 1,341 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $23.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
8,477
shares
|
$702,997
0.04% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
8,458
shares
|
$701,421
0.15% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
8,448
shares
|
$700,592
0.58% of portfolio
|
Q4 2022
Added 37.72%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
8,432
shares
|
$699,265
0.02% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8,381
shares
|
$695,036
0.26% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
8,335
shares
|
$691,221
0.32% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
8,285
shares
|
$687,075
0.08% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Stolper CO
|
Jul 10, 2025 Q2 2025 |
8,250
shares
|
$684,172
0.22% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
8,235
shares
|
$682,928
0.07% of portfolio
|
Q2 2025
Reduced 34.33%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
8,120
shares
|
$673,391
0.21% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
8,105
shares
|
$672,147
0.03% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Jul 23, 2025 Q2 2025 |
8,027
shares
|
$665,679
0.24% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Fortem Financial Group, LLC
|
Aug 12, 2025 Q2 2025 |
7,980
shares
|
$661,781
0.22% of portfolio
|
Q2 2025
Reduced 87.0%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
7,969
shares
|
$660,869
0.41% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
7,951
shares
|
$659,376
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
7,786
shares
|
$645,692
0.08% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
7,780
shares
|
$645,195
0.43% of portfolio
|
Q2 2025
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
7,775
shares
|
$644,780
0.19% of portfolio
|
Q2 2025
Reduced 54.81%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
7,771
shares
|
$644,449
0.3% of portfolio
|
Q2 2025
Reduced 91.81%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
7,763
shares
|
$643,785
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
7,708
shares
|
$639,224
0.01% of portfolio
|
Q2 2025
Reduced 23.91%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
7,708
shares
|
$639,224
0.01% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
7,702
shares
|
$638,726
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,666
shares
|
$635,741
1.15% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,653
shares
|
$634,663
0.02% of portfolio
|
Q2 2025
Added 168.24%
|