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 |
|---|---|---|---|---|---|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
116,999
shares
|
$9.66 Million
0.18% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
116,645
shares
|
$9.63 Million
1.17% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
115,863
shares
|
$9.56 Million
0.1% of portfolio
|
Q1 2025
Added 36.24%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
115,347
shares
|
$9.52 Million
0.29% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
114,565
shares
|
$9.46 Million
1.98% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.23 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
110,806
shares
|
$9.15 Million
0.75% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
110,532
shares
|
$9.12 Million
1.42% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
109,511
shares
|
$9.04 Million
0.01% of portfolio
|
Q1 2025
Added 161.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
108,912
shares
|
$8.99 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
108,621
shares
|
$8.97 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.96%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
108,575
shares
|
$8.96 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
105,660
shares
|
$8.72 Million
0.56% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
104,050
shares
|
$8.59 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
103,337
shares
|
$8.53 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
102,316
shares
|
$8.45 Million
0.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
102,152
shares
|
$8.43 Million
0.01% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
102,102
shares
|
$8.43 Million
8.14% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
101,599
shares
|
$8.39 Million
3.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
101,471
shares
|
$8.38 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
100,934
shares
|
$8.33 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
100,709
shares
|
$8.31 Million
1.03% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
100,700
shares
|
$8.31 Million
6.5% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
100,673
shares
|
$8.31 Million
3.55% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
100,194
shares
|
$8.27 Million
6.04% of portfolio
|
Q1 2025
Added 14.29%
|