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 1,333 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
380,660
shares
|
$31.5 Million
0.01% of portfolio
|
Q1 2025
Added 31.09%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
376,789
shares
|
$31.1 Million
3.2% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
372,832
shares
|
$30.8 Million
1.44% of portfolio
|
Q1 2025
Added 56.09%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
367,450
shares
|
$30.4 Million
3.38% of portfolio
|
Q1 2025
Added 102.39%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
363,177
shares
|
$30 Million
0.29% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
362,785
shares
|
$30 Million
0.6% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
360,856
shares
|
$29.8 Million
6.12% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
359,072
shares
|
$29.7 Million
1.08% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
357,979
shares
|
$29.6 Million
0.1% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
352,487
shares
|
$29.1 Million
1.02% of portfolio
|
Q2 2025
Added 35.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
348,651
shares
|
$28.8 Million
0.52% of portfolio
|
Q1 2025
Added 30.76%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
345,900
shares
|
$28.6 Million
0.3% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
342,646
shares
|
$28.3 Million
0.5% of portfolio
|
Q1 2025
Added 994.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
339,903
shares
|
$28.1 Million
0.07% of portfolio
|
Q1 2025
Added 22.15%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
339,366
shares
|
$28 Million
2.13% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
337,405
shares
|
$27.9 Million
0.11% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
324,374
shares
|
$26.8 Million
0.35% of portfolio
|
Q1 2025
Added 139.27%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
316,095
shares
|
$26.1 Million
0.56% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
310,865
shares
|
$25.7 Million
2.73% of portfolio
|
Q1 2025
Reduced 9.34%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
309,962
shares
|
$25.6 Million
0.09% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
308,766
shares
|
$25.5 Million
0.41% of portfolio
|
Q2 2023
Added 17.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
307,168
shares
|
$25.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
306,682
shares
|
$25.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 30.53%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
306,668
shares
|
$25.3 Million
8.32% of portfolio
|
Q2 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
306,419
shares
|
$25.3 Million
0.68% of portfolio
|
Q3 2024
Added 5.19%
|