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 290 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
84,467
shares
|
$6.98 Million
1.37% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
84,108
shares
|
$6.95 Million
0.16% of portfolio
|
Q1 2024
Reduced 84.8%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
84,097
shares
|
$6.95 Million
0.1% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
84,026
shares
|
$6.94 Million
0.05% of portfolio
|
Q2 2025
Added 20.85%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
82,516
shares
|
$6.82 Million
4.86% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Jul 30, 2025 Q2 2025 |
82,480
shares
|
$6.81 Million
5.38% of portfolio
|
Q2 2025
Reduced 1.95%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
82,341
shares
|
$6.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 25.69%
|
|
|
Sterling Manor Financial, LLC
|
Jul 09, 2025 Q2 2025 |
81,485
shares
|
$6.73 Million
5.52% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
81,300
shares
|
$6.72 Million
1.9% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
81,294
shares
|
$6.72 Million
0.08% of portfolio
|
Q2 2025
Added 47.83%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
79,788
shares
|
$6.59 Million
3.73% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
78,861
shares
|
$6.52 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Heritage Bank, Fsb
|
Jul 16, 2025 Q2 2025 |
77,776
shares
|
$6.43 Million
2.61% of portfolio
|
Q2 2025
Added 3.43%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
77,112
shares
|
$6.37 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
76,161
shares
|
$6.29 Million
1.65% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
75,884
shares
|
$6.27 Million
0.37% of portfolio
|
Q2 2025
Reduced 7.25%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
75,560
shares
|
$6.24 Million
1.8% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Alamar Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
75,371
shares
|
$6.23 Million
3.47% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
75,343
shares
|
$6.22 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.22 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,168
shares
|
$6.21 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
74,965
shares
|
$6.19 Million
0.61% of portfolio
|
Q2 2025
Added 27.88%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
74,817
shares
|
$6.18 Million
0.15% of portfolio
|
Q2 2025
Added 83.9%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
74,732
shares
|
$6.17 Million
2.09% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
74,667
shares
|
$6.17 Million
2.57% of portfolio
|
Q2 2025
Added 1.42%
|