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 |
|---|---|---|---|---|---|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
6,019
shares
|
$499,155
0.06% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
5,954
shares
|
$493,765
0.18% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
5,934
shares
|
$492,106
0.05% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
5,929
shares
|
$491,691
0.19% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,886
shares
|
$488,125
0.28% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
5,885
shares
|
$488,043
0.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,878
shares
|
$487,462
0.19% of portfolio
|
Q2 2025
Reduced 75.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,853
shares
|
$485,389
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,842
shares
|
$484,477
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,840
shares
|
$484,311
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
5,829
shares
|
$483,398
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,821
shares
|
$482,735
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,820
shares
|
$482,652
0.74% of portfolio
|
Q3 2023
Reduced 24.81%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,816
shares
|
$482,320
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5,784
shares
|
$479,667
0.11% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$476,847
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,718
shares
|
$474,193
0.04% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
5,699
shares
|
$472,618
0.01% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,691
shares
|
$471,954
0.31% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
5,683
shares
|
$471,291
0.13% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,676
shares
|
$470,710
0.12% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$466,730
0.01% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,625
shares
|
$466,481
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,583
shares
|
$462,998
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
5,581
shares
|
$462,832
0.01% of portfolio
|
Q2 2025
Added 10.84%
|