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 |
|---|---|---|---|---|---|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
190
shares
|
$15,756
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
184
shares
|
$15,259
0.01% of portfolio
|
Q1 2023
Reduced 61.51%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
175
shares
|
$14,512
0.0% of portfolio
|
Q1 2025
Reduced 42.62%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
173
shares
|
$14,346
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
172
shares
|
$14,263
0.0% of portfolio
|
Q2 2024
Reduced 7.53%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
170
shares
|
$14,098
0.0% of portfolio
|
Q2 2024
Reduced 71.62%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
170
shares
|
$14,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
163
shares
|
$13,517
0.01% of portfolio
|
Q2 2025
Added 150.77%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
160
shares
|
$13,268
0.0% of portfolio
|
Q1 2025
Reduced 79.62%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
159
shares
|
$13,185
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
153
shares
|
$12,688
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
142
shares
|
$11,776
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
138
shares
|
$11,444
0.0% of portfolio
|
Q2 2025
Added 2660.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
135
shares
|
$11,195
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
127
shares
|
$10,532
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
124
shares
|
$10,283
0.0% of portfolio
|
Q2 2025
Added 37.78%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
123
shares
|
$10,200
0.0% of portfolio
|
Q1 2025
Reduced 47.88%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
119
shares
|
$9,868
0.0% of portfolio
|
Q3 2024
Reduced 32.39%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
105
shares
|
$8,707
0.01% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
97
shares
|
$8,044
0.0% of portfolio
|
Q1 2025
Reduced 79.66%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
95
shares
|
$7,878
0.0% of portfolio
|
Q4 2024
Reduced 54.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
92
shares
|
$7,629
0.0% of portfolio
|
Q4 2023
Reduced 84.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
88
shares
|
$7,297
0.0% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
86
shares
|
$7,131
0.0% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
85
shares
|
$7,049
0.0% of portfolio
|
Q4 2024
Reduced 41.38%
|