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 |
|---|---|---|---|---|---|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
38,490
shares
|
$3.18 Million
0.25% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Aug 12, 2025 Q2 2025 |
38,396
shares
|
$3.17 Million
1.02% of portfolio
|
Q2 2025
Reduced 79.63%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
38,367
shares
|
$3.17 Million
0.31% of portfolio
|
Q2 2025
Added 15.6%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
38,157
shares
|
$3.15 Million
0.06% of portfolio
|
Q2 2025
Added 24.35%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,459
shares
|
$3.09 Million
0.73% of portfolio
|
Q2 2023
Reduced 14.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
37,156
shares
|
$3.07 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
American Investment Services, Inc.
|
Aug 13, 2025 Q2 2025 |
36,772
shares
|
$3.04 Million
0.82% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
36,763
shares
|
$3.04 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
36,729
shares
|
$3.03 Million
1.42% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
36,704
shares
|
$3.03 Million
0.62% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
36,607
shares
|
$3.02 Million
0.9% of portfolio
|
Q2 2025
Added 11.91%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
36,044
shares
|
$2.98 Million
1.23% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
36,007
shares
|
$2.97 Million
0.04% of portfolio
|
Q2 2025
Added 42.56%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
35,956
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
35,901
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Added 17.96%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
35,198
shares
|
$2.91 Million
0.99% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
35,060
shares
|
$2.9 Million
0.12% of portfolio
|
Q2 2025
Added 67.72%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
34,735
shares
|
$2.87 Million
0.61% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34,673
shares
|
$2.86 Million
2.43% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34,554
shares
|
$2.85 Million
0.27% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Welch Group, LLC
|
Jul 25, 2025 Q2 2025 |
34,529
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
34,497
shares
|
$2.85 Million
0.89% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Single Point Partners, LLC
|
Jul 21, 2025 Q2 2025 |
34,174
shares
|
$2.82 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
34,161
shares
|
$2.82 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
34,034
shares
|
$2.81 Million
0.53% of portfolio
|
Q2 2025
Added 4.99%
|