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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
116,347
shares
|
$9.65 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
115,710
shares
|
$9.6 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
114,965
shares
|
$9.53 Million
1.96% of portfolio
|
Q2 2025
Reduced 74.67%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
113,984
shares
|
$9.45 Million
1.31% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
112,460
shares
|
$9.33 Million
2.49% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.27 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
111,637
shares
|
$9.26 Million
0.01% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
109,022
shares
|
$9.04 Million
0.21% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
108,575
shares
|
$9 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
106,856
shares
|
$8.86 Million
4.81% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Dock Street Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
106,747
shares
|
$8.85 Million
0.87% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
106,403
shares
|
$8.82 Million
0.06% of portfolio
|
Q2 2025
Added 25.7%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
106,371
shares
|
$8.82 Million
3.57% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
105,660
shares
|
$8.76 Million
0.56% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
105,645
shares
|
$8.76 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
105,453
shares
|
$8.75 Million
1.05% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
104,613
shares
|
$8.68 Million
0.36% of portfolio
|
Q2 2025
Reduced 69.99%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
104,050
shares
|
$8.63 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Jul 07, 2025 Q2 2025 |
102,102
shares
|
$8.47 Million
8.14% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
102,038
shares
|
$8.46 Million
0.23% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
101,522
shares
|
$8.42 Million
2.98% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
101,471
shares
|
$8.41 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
|
$8.37 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
100,709
shares
|
$8.35 Million
1.03% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
99,913
shares
|
$8.29 Million
5.05% of portfolio
|
Q2 2025
Reduced 0.28%
|