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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
57,760
shares
|
$4.77 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
57,266
shares
|
$4.73 Million
0.39% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
56,853
shares
|
$4.7 Million
2.09% of portfolio
|
Q2 2025
Reduced 31.35%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
56,728
shares
|
$4.69 Million
0.76% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Cambiar Investors LLC
|
Aug 05, 2025 Q2 2025 |
56,449
shares
|
$4.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
56,198
shares
|
$4.64 Million
4.16% of portfolio
|
Q2 2025
Reduced 48.42%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
55,714
shares
|
$4.6 Million
3.97% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
55,595
shares
|
$4.59 Million
1.05% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
54,821
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
54,341
shares
|
$4.49 Million
4.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
54,217
shares
|
$4.48 Million
2.27% of portfolio
|
Q3 2022
Reduced 31.13%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
53,699
shares
|
$4.44 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Jul 17, 2025 Q2 2025 |
53,476
shares
|
$4.42 Million
2.61% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
53,399
shares
|
$4.41 Million
0.31% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
53,345
shares
|
$4.41 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
53,337
shares
|
$4.41 Million
0.68% of portfolio
|
Q2 2025
Reduced 48.39%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
53,063
shares
|
$4.38 Million
0.02% of portfolio
|
Q2 2025
Added 448.17%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
52,450
shares
|
$4.33 Million
1.64% of portfolio
|
Q2 2025
Reduced 7.05%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
52,424
shares
|
$4.33 Million
2.61% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
52,171
shares
|
$4.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Timelo Investment Management Inc.
|
Aug 05, 2025 Q2 2025 |
52,100
shares
|
$4.3 Million
6.15% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
52,082
shares
|
$4.3 Million
2.35% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
51,809
shares
|
$4.28 Million
0.14% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
51,585
shares
|
$4.26 Million
0.39% of portfolio
|
Q2 2025
Added 1.27%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
51,441
shares
|
$4.25 Million
1.67% of portfolio
|
Q2 2025
Added 69.25%
|