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 |
|---|---|---|---|---|---|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
2,433
shares
|
$201,768
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
2,422
shares
|
$200,856
0.18% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
2,418
shares
|
$200,524
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,414
shares
|
$200,193
0.03% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,411
shares
|
$199,944
0.01% of portfolio
|
Q2 2025
Reduced 97.17%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,276
shares
|
$188,748
0.03% of portfolio
|
Q2 2025
Reduced 93.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,263
shares
|
$187,670
0.02% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
2,247
shares
|
$186,343
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,226
shares
|
$184,602
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,172
shares
|
$180,123
0.3% of portfolio
|
Q3 2022
Added 317.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
2,108
shares
|
$174,816
0.05% of portfolio
|
Q3 2023
Reduced 58.31%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,101
shares
|
$174,235
0.01% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,061
shares
|
$170,918
0.03% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,037
shares
|
$168,928
0.0% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,018
shares
|
$167,352
0.08% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,985
shares
|
$164,616
0.09% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,983
shares
|
$164,450
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,942
shares
|
$161,050
0.07% of portfolio
|
Q2 2025
Reduced 76.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$157,732
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$155,327
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$153,088
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,826
shares
|
$151,430
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,819
shares
|
$150,849
0.08% of portfolio
|
Q2 2025
Added 70.16%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,784
shares
|
$147,947
0.11% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,730
shares
|
$143,468
0.05% of portfolio
|
Q2 2025
Reduced 66.6%
|