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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
84
shares
|
$6,966
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
75
shares
|
$6,219
0.0% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
72
shares
|
$5,970
0.0% of portfolio
|
Q2 2023
Reduced 62.89%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
71
shares
|
$5,888
0.0% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
68
shares
|
$5,639
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
66
shares
|
$5,473
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
65
shares
|
$5,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
62
shares
|
$5,141
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,229
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
48
shares
|
$3,980
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
45
shares
|
$3,731
0.0% of portfolio
|
Q2 2025
Reduced 50.55%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
36
shares
|
$2,985
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,322
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,658
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18
shares
|
$1,492
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
17
shares
|
$1,409
0.0% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
15
shares
|
$1,243
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
11
shares
|
$912
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
7
shares
|
$580
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|