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 |
|---|---|---|---|---|---|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
7,097
shares
|
$588,554
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,042
shares
|
$583,993
0.08% of portfolio
|
Q2 2025
Added 46.98%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
7,030
shares
|
$582,997
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
7,029
shares
|
$582,914
0.01% of portfolio
|
Q2 2025
Reduced 27.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
7,027
shares
|
$582,749
0.04% of portfolio
|
Q2 2025
Reduced 19.45%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Aug 15, 2025 Q2 2025 |
6,990
shares
|
$579,680
0.37% of portfolio
|
Q2 2025
Added 207.39%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
6,978
shares
|
$578,685
0.22% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
6,957
shares
|
$576,944
0.16% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
6,935
shares
|
$575,119
0.29% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
6,934
shares
|
$575,036
0.26% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Alpha Cubed Investments, LLC
|
Aug 07, 2025 Q2 2025 |
6,927
shares
|
$574,456
0.02% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
6,868
shares
|
$569,563
0.02% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Mustico Financial Group, Inc.
Elmira, NY |
Aug 12, 2025 Q2 2025 |
6,825
shares
|
$565,997
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
6,807
shares
|
$564,504
0.05% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
6,744
shares
|
$559,279
0.04% of portfolio
|
Q2 2025
Added 92.3%
|
|
|
Easterly Investment Partners LLC
|
Jul 29, 2025 Q2 2025 |
6,734
shares
|
$558,450
0.04% of portfolio
|
Q1 2024
Reduced 89.91%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
6,703
shares
|
$555,879
0.05% of portfolio
|
Q3 2023
Added 11.94%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
6,675
shares
|
$553,557
0.1% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
6,660
shares
|
$552,313
0.2% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
6,647
shares
|
$551,235
0.07% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
6,626
shares
|
$549,494
0.0% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
6,613
shares
|
$548,416
0.08% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Aug 14, 2025 Q2 2025 |
6,588
shares
|
$546,342
0.41% of portfolio
|
Q2 2025
Reduced 32.58%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,574
shares
|
$545,181
0.01% of portfolio
|
Q2 2025
Added 73.32%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
6,540
shares
|
$542,362
0.06% of portfolio
|
Q3 2024
Reduced 20.63%
|