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 |
|---|---|---|---|---|---|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
4,136
shares
|
$342,998
0.27% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
4,123
shares
|
$341,920
0.09% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,102
shares
|
$340,178
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
4,094
shares
|
$339,515
0.05% of portfolio
|
Q2 2025
Reduced 20.72%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
4,092
shares
|
$339,349
0.13% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
4,089
shares
|
$339,100
0.08% of portfolio
|
Q2 2025
Added 66.22%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$337,773
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
4,053
shares
|
$336,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
4,048
shares
|
$335,700
0.03% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
4,038
shares
|
$334,871
0.09% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
4,000
shares
|
$331,720
0.11% of portfolio
|
Q1 2025
Reduced 88.87%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
3,996
shares
|
$331,388
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
3,988
shares
|
$330,724
0.19% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
3,977
shares
|
$329,812
0.17% of portfolio
|
Q2 2025
Reduced 18.97%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
3,968
shares
|
$329,066
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,940
shares
|
$326,744
0.1% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Aug 12, 2025 Q2 2025 |
3,927
shares
|
$325,666
0.04% of portfolio
|
Q2 2025
Reduced 11.23%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
3,914
shares
|
$324,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,914
shares
|
$324,588
0.33% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
3,893
shares
|
$322,846
0.07% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
3,859
shares
|
$320,026
0.1% of portfolio
|
Q2 2025
Reduced 32.26%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
3,855
shares
|
$319,695
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
3,820
shares
|
$316,792
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
3,820
shares
|
$316,792
0.09% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Aug 15, 2025 Q2 2025 |
3,800
shares
|
$315,134
0.18% of portfolio
|
Q2 2024
Reduced 10.06%
|