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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
74,342
shares
|
$6.14 Million
0.25% of portfolio
|
Q2 2025
Reduced 60.5%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
74,065
shares
|
$6.12 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
73,526
shares
|
$6.07 Million
0.09% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
72,874
shares
|
$6.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
72,592
shares
|
$6 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
72,397
shares
|
$5.98 Million
0.11% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
71,951
shares
|
$5.94 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
71,639
shares
|
$5.92 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
70,627
shares
|
$5.84 Million
0.33% of portfolio
|
Q2 2025
Reduced 4.97%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
70,551
shares
|
$5.83 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
70,466
shares
|
$5.82 Million
1.12% of portfolio
|
Q2 2025
Added 25.89%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
69,830
shares
|
$5.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 73.5%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
69,667
shares
|
$5.76 Million
0.51% of portfolio
|
Q2 2025
Reduced 27.91%
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 07, 2025 Q2 2025 |
69,130
shares
|
$5.71 Million
0.76% of portfolio
|
Q2 2025
Reduced 14.88%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
69,106
shares
|
$5.71 Million
5.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
68,848
shares
|
$5.69 Million
0.07% of portfolio
|
Q2 2025
Added 645.11%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
68,841
shares
|
$5.69 Million
1.81% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
68,658
shares
|
$5.67 Million
1.0% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
67,992
shares
|
$5.62 Million
1.02% of portfolio
|
Q2 2025
Reduced 12.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
67,847
shares
|
$5.61 Million
0.14% of portfolio
|
Q2 2025
Added 41.57%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
67,609
shares
|
$5.59 Million
0.31% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
67,528
shares
|
$5.58 Million
0.19% of portfolio
|
Q1 2025
Reduced 15.24%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
67,203
shares
|
$5.55 Million
0.51% of portfolio
|
Q2 2025
Reduced 18.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
67,088
shares
|
$5.54 Million
0.43% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
66,959
shares
|
$5.53 Million
1.75% of portfolio
|
Q2 2025
Reduced 1.37%
|