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 245 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,100
shares
|
$173,943
0.02% of portfolio
|
Q3 2025
Added 366.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,037
shares
|
$168,724
0.0% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
2,036
shares
|
$168,641
0.01% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
2,018
shares
|
$167,150
0.07% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
1,999
shares
|
$165,577
0.02% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
1,985
shares
|
$164,417
0.08% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
1,937
shares
|
$160,441
0.01% of portfolio
|
Q3 2025
Added 35.74%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,913
shares
|
$158,453
0.01% of portfolio
|
Q3 2025
Reduced 81.34%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
1,909
shares
|
$158,122
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$157,542
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$155,140
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$152,904
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,806
shares
|
$149,590
0.02% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
1,773
shares
|
$146,857
0.1% of portfolio
|
Q4 2025
Reduced 0.11%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
1,730
shares
|
$143,295
0.05% of portfolio
|
Q2 2025
Reduced 66.6%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
1,622
shares
|
$134,350
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 10, 2025 Q3 2025 |
1,595
shares
|
$132,113
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
1,594
shares
|
$132,031
0.06% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$132,031
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
1,572
shares
|
$130,208
0.07% of portfolio
|
Q3 2025
Reduced 29.38%
|
|
|
Global Trust Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
1,500
shares
|
$124,245
0.06% of portfolio
|
Q3 2025
Reduced 17.54%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
1,405
shares
|
$116,376
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,368
shares
|
$113,311
0.01% of portfolio
|
Q4 2022
Reduced 13.42%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,327
shares
|
$109,915
0.01% of portfolio
|
Q3 2025
Added 47.77%
|
|
|
Flp Wealth Management, LLC
Bentonville, AR |
Oct 15, 2025 Q3 2025 |
1,327
shares
|
$109,915
1.76% of portfolio
|
Q3 2025
Added 475.36%
|
|