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 1,333 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 |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.8 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
165,860
shares
|
$13.7 Million
1.86% of portfolio
|
Q1 2025
Added 38.31%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
165,441
shares
|
$13.7 Million
1.83% of portfolio
|
Q3 2023
Reduced 4.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
164,093
shares
|
$13.6 Million
1.08% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161,939
shares
|
$13.4 Million
0.56% of portfolio
|
Q2 2020
Added 157.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
160,974
shares
|
$13.3 Million
6.54% of portfolio
|
Q1 2024
Added 26.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
160,715
shares
|
$13.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
156,803
shares
|
$13 Million
7.5% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
154,198
shares
|
$12.7 Million
3.61% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
153,940
shares
|
$12.7 Million
2.48% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
153,099
shares
|
$12.7 Million
1.11% of portfolio
|
Q2 2025
Added 95.96%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
152,255
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2024
Added 73.12%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
151,798
shares
|
$12.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
151,467
shares
|
$12.5 Million
0.11% of portfolio
|
Q1 2025
Added 270.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
149,746
shares
|
$12.4 Million
0.16% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
149,693
shares
|
$12.4 Million
0.39% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
148,499
shares
|
$12.3 Million
3.58% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
145,806
shares
|
$12 Million
2.79% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
145,167
shares
|
$12 Million
0.19% of portfolio
|
Q4 2023
Added 7889.38%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
144,839
shares
|
$12 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
144,712
shares
|
$12 Million
1.3% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
144,640
shares
|
$12 Million
0.04% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
142,485
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Divergent Planning, LLC
|
Jul 09, 2025 Q2 2025 |
141,855
shares
|
$11.7 Million
4.69% of portfolio
|
Q2 2025
New holding
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
141,855
shares
|
$11.7 Million
4.69% of portfolio
|
Q2 2025
Added 6.95%
|