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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$157,010
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$154,616
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$152,387
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,826
shares
|
$150,736
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,819
shares
|
$150,158
0.08% of portfolio
|
Q2 2025
Added 70.16%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,784
shares
|
$147,269
0.11% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,739
shares
|
$143,554
0.01% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,735
shares
|
$143,224
0.09% of portfolio
|
Q1 2025
Reduced 8.64%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,730
shares
|
$142,811
0.05% of portfolio
|
Q2 2025
Reduced 66.6%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,720
shares
|
$141,986
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
1,694
shares
|
$139,839
0.03% of portfolio
|
Q4 2024
Reduced 15.89%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,639
shares
|
$135,299
0.0% of portfolio
|
Q1 2025
Reduced 34.04%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,628
shares
|
$134,391
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,597
shares
|
$131,832
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,595
shares
|
$131,667
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$131,584
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
1,538
shares
|
$126,961
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
1,537
shares
|
$126,879
0.1% of portfolio
|
Q1 2025
Reduced 37.39%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,427
shares
|
$117,798
0.01% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,368
shares
|
$112,928
0.01% of portfolio
|
Q4 2022
Reduced 13.42%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,356
shares
|
$111,937
0.05% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
May 14, 2025 Q1 2025 |
1,286
shares
|
$106,159
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,276
shares
|
$105,333
0.02% of portfolio
|
Q1 2025
Added 586.02%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,271
shares
|
$104,921
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$99,060
0.01% of portfolio
|
Q1 2023
New holding
|