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 |
|---|---|---|---|---|---|
|
F
|
Aug 13, 2025 Q2 2025 |
7,610
shares
|
$631,097
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
7,605
shares
|
$630,682
0.5% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,604
shares
|
$630,599
0.06% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7,575
shares
|
$628,194
0.13% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
7,567
shares
|
$627,531
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
7,564
shares
|
$627,282
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
7,530
shares
|
$624,462
0.13% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
7,470
shares
|
$619,487
0.28% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
7,467
shares
|
$619,238
0.42% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
7,465
shares
|
$619,072
0.16% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,432
shares
|
$616,335
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,431
shares
|
$616,252
0.11% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
7,416
shares
|
$615,008
0.15% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,275
shares
|
$603,315
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,274
shares
|
$603,232
0.13% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,270
shares
|
$602,901
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
7,268
shares
|
$602,735
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
7,233
shares
|
$599,832
0.03% of portfolio
|
Q2 2025
Added 136.53%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$597,178
0.06% of portfolio
|
Q3 2022
Reduced 26.91%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$597,096
0.08% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$597,096
0.02% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,180
shares
|
$595,437
0.02% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,145
shares
|
$592,534
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
7,143
shares
|
$592,368
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,126
shares
|
$590,959
0.08% of portfolio
|
Q2 2025
Reduced 41.35%
|