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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
51,332
shares
|
$4.24 Million
0.31% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
50,536
shares
|
$4.18 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
50,276
shares
|
$4.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
49,641
shares
|
$4.1 Million
0.13% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,465
shares
|
$4.09 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
49,072
shares
|
$4.05 Million
0.08% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
48,534
shares
|
$4.01 Million
0.22% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Aug 05, 2025 Q2 2025 |
48,085
shares
|
$3.97 Million
2.47% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Aug 14, 2025 Q2 2025 |
48,062
shares
|
$3.97 Million
2.44% of portfolio
|
Q2 2025
Added 20.12%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
47,967
shares
|
$3.96 Million
1.07% of portfolio
|
Q2 2025
Added 139.75%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Jul 11, 2025 Q2 2025 |
47,902
shares
|
$3.96 Million
5.11% of portfolio
|
Q2 2025
Added 216.37%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
47,875
shares
|
$3.96 Million
4.68% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
47,815
shares
|
$3.95 Million
3.2% of portfolio
|
Q1 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
47,674
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
47,089
shares
|
$3.89 Million
0.48% of portfolio
|
Q2 2025
Added 202.51%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
46,819
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,757
shares
|
$3.86 Million
0.71% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
46,476
shares
|
$3.84 Million
0.09% of portfolio
|
Q2 2025
Reduced 68.96%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.8 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
45,976
shares
|
$3.8 Million
0.26% of portfolio
|
Q2 2025
Added 8.25%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
45,762
shares
|
$3.78 Million
2.14% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
45,539
shares
|
$3.76 Million
0.2% of portfolio
|
Q2 2025
Added 16.33%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
44,726
shares
|
$3.7 Million
1.35% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
44,549
shares
|
$3.68 Million
0.12% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
43,930
shares
|
$3.63 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.06%
|