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 1,335 institutions that hold shares in the stock, with a total of 286 Million shares, which have been reported (via 13F filing form) to have a value of $23.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
98,570
shares
|
$8.14 Million
2.92% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
98,348
shares
|
$8.13 Million
0.18% of portfolio
|
Q2 2025
Reduced 14.74%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
97,731
shares
|
$8.07 Million
6.73% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 07, 2025 Q2 2025 |
96,300
shares
|
$7.96 Million
2.26% of portfolio
|
Q2 2025
Added 367.38%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
96,035
shares
|
$7.93 Million
0.96% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
95,382
shares
|
$7.88 Million
0.11% of portfolio
|
Q2 2025
Added 8.94%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
94,845
shares
|
$7.84 Million
0.31% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
94,498
shares
|
$7.81 Million
0.19% of portfolio
|
Q2 2025
Reduced 17.7%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 08, 2025 Q2 2025 |
93,080
shares
|
$7.69 Million
2.91% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
93,044
shares
|
$7.69 Million
0.79% of portfolio
|
Q2 2025
Added 75.85%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
91,923
shares
|
$7.59 Million
1.83% of portfolio
|
Q2 2025
Added 217.97%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
91,739
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
91,339
shares
|
$7.55 Million
0.53% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Aug 12, 2025 Q2 2025 |
90,806
shares
|
$7.5 Million
2.89% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
89,911
shares
|
$7.43 Million
2.9% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
87,407
shares
|
$7.22 Million
3.38% of portfolio
|
Q2 2025
Added 54.19%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
87,275
shares
|
$7.21 Million
0.5% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
87,063
shares
|
$7.19 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
86,266
shares
|
$7.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 20.58%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
85,941
shares
|
$7.1 Million
4.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
85,675
shares
|
$7.08 Million
3.75% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
85,409
shares
|
$7.06 Million
0.24% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
84,977
shares
|
$7.02 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
84,796
shares
|
$7.01 Million
0.2% of portfolio
|
Q2 2025
Added 825.92%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
84,670
shares
|
$7 Million
3.41% of portfolio
|
Q2 2025
Added 5.49%
|