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 1,334 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 |
|---|---|---|---|---|---|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,573
shares
|
$212,401
0.01% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,571
shares
|
$212,236
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,556
shares
|
$210,997
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
2,536
shares
|
$209,346
0.02% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,531
shares
|
$208,934
0.07% of portfolio
|
Q2 2025
Reduced 94.99%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
2,525
shares
|
$208,438
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,500
shares
|
$206,375
0.06% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,472
shares
|
$204,063
0.02% of portfolio
|
Q2 2025
Reduced 14.35%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
2,470
shares
|
$203,898
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
2,465
shares
|
$203,485
0.06% of portfolio
|
Q4 2023
Reduced 33.02%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,460
shares
|
$203,073
0.06% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
2,460
shares
|
$203,073
0.01% of portfolio
|
Q1 2025
Reduced 14.02%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
2,452
shares
|
$202,412
0.01% of portfolio
|
Q2 2025
Reduced 14.95%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,451
shares
|
$202,330
0.08% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
2,433
shares
|
$200,844
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,428
shares
|
$200,431
0.01% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
2,422
shares
|
$199,936
0.18% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,414
shares
|
$199,275
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,274
shares
|
$187,718
0.17% of portfolio
|
Q1 2025
Reduced 11.66%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,226
shares
|
$183,756
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
2,226
shares
|
$183,756
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,172
shares
|
$179,298
0.3% of portfolio
|
Q3 2022
Added 317.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,108
shares
|
$174,015
0.05% of portfolio
|
Q3 2023
Reduced 58.31%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
2,018
shares
|
$166,585
0.09% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
1,966
shares
|
$162,293
0.03% of portfolio
|
Q1 2025
Added 0.51%
|