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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Jul 22, 2025 Q2 2025 |
43,181
shares
|
$3.57 Million
2.22% of portfolio
|
Q2 2025
Added 15.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
43,050
shares
|
$3.56 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
42,845
shares
|
$3.54 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
42,234
shares
|
$3.49 Million
0.23% of portfolio
|
Q2 2025
Added 16.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
41,795
shares
|
$3.45 Million
0.04% of portfolio
|
Q2 2025
Reduced 33.38%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
41,713
shares
|
$3.45 Million
0.89% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 07, 2025 Q2 2025 |
41,624
shares
|
$3.44 Million
1.81% of portfolio
|
Q2 2025
Reduced 6.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.44 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
41,547
shares
|
$3.43 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
41,421
shares
|
$3.42 Million
0.11% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Aug 06, 2025 Q2 2025 |
41,331
shares
|
$3.41 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
40,919
shares
|
$3.38 Million
0.13% of portfolio
|
Q2 2025
Added 13.9%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
40,899
shares
|
$3.38 Million
0.65% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
40,503
shares
|
$3.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
40,323
shares
|
$3.33 Million
1.43% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
40,113
shares
|
$3.31 Million
0.92% of portfolio
|
Q2 2025
Reduced 10.82%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
40,000
shares
|
$3.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
39,830
shares
|
$3.29 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.66%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
39,826
shares
|
$3.29 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
39,454
shares
|
$3.26 Million
1.19% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
39,397
shares
|
$3.25 Million
0.88% of portfolio
|
Q2 2025
Added 16.94%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
39,324
shares
|
$3.25 Million
0.88% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
38,929
shares
|
$3.22 Million
0.03% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 08, 2025 Q2 2025 |
38,728
shares
|
$3.2 Million
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
38,650
shares
|
$3.19 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.87%
|