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 |
|---|---|---|---|---|---|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,720
shares
|
$142,639
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,622
shares
|
$134,512
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,595
shares
|
$132,273
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$132,190
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
1,538
shares
|
$127,546
0.06% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
1,427
shares
|
$118,341
0.01% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,368
shares
|
$113,448
0.01% of portfolio
|
Q4 2022
Reduced 13.42%
|
|
|
Cutler Capital Management, LLC
Worcester, MA |
Aug 13, 2025 Q2 2025 |
1,286
shares
|
$106,647
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,274
shares
|
$105,652
0.06% of portfolio
|
Q2 2025
Added 80.71%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,271
shares
|
$105,404
0.01% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,200
shares
|
$99,516
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,183
shares
|
$98,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
1,171
shares
|
$97,111
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,164
shares
|
$96,530
0.0% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
1,125
shares
|
$93,296
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
1,116
shares
|
$92,549
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,115
shares
|
$92,466
0.0% of portfolio
|
Q2 2025
Added 47.88%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
1,096
shares
|
$90,891
0.04% of portfolio
|
Q2 2025
Added 27.44%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,088
shares
|
$90,227
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,076
shares
|
$89,232
0.03% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,065
shares
|
$88,320
0.01% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
936
shares
|
$77,622
0.0% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
936
shares
|
$77,622
0.05% of portfolio
|
Q2 2025
Reduced 8.95%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
911
shares
|
$75,549
0.0% of portfolio
|
Q2 2025
Added 2362.16%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
908
shares
|
$75,300
0.0% of portfolio
|
Q2 2025
New holding
|