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 |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
6,534
shares
|
$541,864
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
6,490
shares
|
$538,215
0.13% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
6,469
shares
|
$536,474
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
6,467
shares
|
$536,308
0.03% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
6,446
shares
|
$534,566
0.15% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
6,445
shares
|
$534,483
0.13% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
6,329
shares
|
$524,863
0.5% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
6,300
shares
|
$522,459
0.12% of portfolio
|
Q1 2025
Reduced 22.38%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,291
shares
|
$521,712
0.02% of portfolio
|
Q2 2023
Reduced 81.71%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
6,282
shares
|
$520,966
0.24% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
6,251
shares
|
$518,395
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
6,240
shares
|
$517,483
0.02% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
6,223
shares
|
$516,073
0.09% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
6,201
shares
|
$514,248
0.13% of portfolio
|
Q2 2025
Added 50.29%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
6,175
shares
|
$512,092
0.06% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
6,165
shares
|
$511,263
0.0% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
6,153
shares
|
$510,268
0.15% of portfolio
|
Q2 2025
Added 85.28%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
6,152
shares
|
$510,185
0.1% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
6,135
shares
|
$508,775
0.39% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
6,128
shares
|
$508,195
0.38% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
6,069
shares
|
$503,302
0.38% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
6,063
shares
|
$502,804
0.12% of portfolio
|
Q2 2025
Added 36.28%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
6,058
shares
|
$502,389
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jul 22, 2025 Q2 2025 |
6,055
shares
|
$502,141
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Barr E S & CO
Lexington, KY |
Aug 12, 2025 Q2 2025 |
6,025
shares
|
$499,653
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|