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 |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$394,498
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$390,932
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,686
shares
|
$388,609
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,675
shares
|
$387,697
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,647
shares
|
$385,375
0.03% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,642
shares
|
$384,961
0.03% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,635
shares
|
$384,380
0.02% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
4,629
shares
|
$383,882
0.19% of portfolio
|
Q2 2025
Reduced 97.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$383,882
0.19% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$383,882
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
4,627
shares
|
$383,717
0.14% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,597
shares
|
$381,229
0.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
4,583
shares
|
$380,068
0.06% of portfolio
|
Q4 2023
Reduced 94.88%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
4,549
shares
|
$377,248
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,546
shares
|
$376,999
0.03% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,537
shares
|
$376,253
0.0% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,530
shares
|
$375,672
0.05% of portfolio
|
Q2 2025
Reduced 45.29%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,520
shares
|
$374,843
0.46% of portfolio
|
Q2 2022
Reduced 4.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,479
shares
|
$371,443
0.33% of portfolio
|
Q2 2025
Added 49.85%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,470
shares
|
$370,697
0.07% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
4,460
shares
|
$369,867
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,407
shares
|
$365,472
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,401
shares
|
$364,974
0.07% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,393
shares
|
$364,311
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
4,345
shares
|
$360,330
0.12% of portfolio
|
Q2 2025
Reduced 4.61%
|