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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,904
shares
|
$240,828
0.02% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,900
shares
|
$240,497
0.11% of portfolio
|
Q4 2024
Reduced 26.66%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,880
shares
|
$238,838
0.07% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$237,262
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
2,834
shares
|
$235,023
0.11% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
2,830
shares
|
$234,691
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,823
shares
|
$234,111
0.04% of portfolio
|
Q2 2025
Reduced 47.57%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$232,452
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
2,803
shares
|
$232,452
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
2,800
shares
|
$232,204
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
2,796
shares
|
$231,872
0.18% of portfolio
|
Q2 2025
Reduced 62.11%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,794
shares
|
$231,706
0.07% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
2,794
shares
|
$231,706
0.08% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,775
shares
|
$230,130
0.17% of portfolio
|
Q2 2025
Reduced 66.96%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,765
shares
|
$229,301
0.01% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,759
shares
|
$228,803
0.01% of portfolio
|
Q4 2024
Reduced 36.82%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Aug 15, 2025 Q2 2025 |
2,758
shares
|
$228,720
0.05% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
2,750
shares
|
$228,057
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
2,742
shares
|
$227,394
0.03% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,732
shares
|
$226,564
0.09% of portfolio
|
Q3 2023
Reduced 8.93%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
2,731
shares
|
$226,481
0.02% of portfolio
|
Q2 2024
Added 29.51%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,727
shares
|
$226,150
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
2,704
shares
|
$224,242
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
2,701
shares
|
$223,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
2,700
shares
|
$223,911
0.16% of portfolio
|
Q1 2025
New holding
|