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 |
|---|---|---|---|---|---|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
3,147
shares
|
$260,980
0.13% of portfolio
|
Q2 2025
Reduced 18.28%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
3,145
shares
|
$260,814
0.13% of portfolio
|
Q1 2025
Reduced 27.62%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,138
shares
|
$260,234
0.19% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
3,138
shares
|
$260,234
0.14% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,133
shares
|
$259,819
0.32% of portfolio
|
Q2 2025
Added 292.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$259,487
0.19% of portfolio
|
Q2 2025
Added 103.58%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
3,122
shares
|
$258,907
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,101
shares
|
$257,165
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,101
shares
|
$257,165
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
3,098
shares
|
$256,917
0.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,097
shares
|
$256,834
0.11% of portfolio
|
Q2 2025
Reduced 42.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,086
shares
|
$255,921
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,085
shares
|
$255,839
0.03% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,073
shares
|
$254,843
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,066
shares
|
$254,263
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
3,066
shares
|
$254,263
0.03% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,039
shares
|
$252,024
0.07% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,038
shares
|
$251,941
0.11% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,010
shares
|
$249,619
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$248,790
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$248,790
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,929
shares
|
$242,901
0.07% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,926
shares
|
$242,653
0.09% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
2,926
shares
|
$242,653
0.03% of portfolio
|
Q2 2025
Reduced 84.24%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,907
shares
|
$241,077
0.04% of portfolio
|
Q2 2025
Reduced 69.58%
|