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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
33,944
shares
|
$2.8 Million
1.17% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
33,813
shares
|
$2.79 Million
0.32% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Aug 14, 2025 Q2 2025 |
33,796
shares
|
$2.79 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,577
shares
|
$2.77 Million
0.27% of portfolio
|
Q4 2022
Reduced 21.82%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
33,493
shares
|
$2.77 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.27%
|
|
|
Davis Rea Ltd.
|
Jul 24, 2025 Q2 2025 |
33,030
shares
|
$2.73 Million
0.7% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
32,899
shares
|
$2.72 Million
0.39% of portfolio
|
Q2 2025
Added 46.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,898
shares
|
$2.72 Million
0.13% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jul 16, 2025 Q2 2025 |
32,815
shares
|
$2.71 Million
2.1% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
32,743
shares
|
$2.71 Million
1.1% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
32,729
shares
|
$2.7 Million
0.2% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
32,356
shares
|
$2.67 Million
0.29% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
32,315
shares
|
$2.67 Million
0.22% of portfolio
|
Q3 2022
Added 208.79%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
32,300
shares
|
$2.67 Million
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
31,992
shares
|
$2.64 Million
0.11% of portfolio
|
Q2 2025
Added 252.96%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
31,895
shares
|
$2.64 Million
0.12% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
31,710
shares
|
$2.62 Million
0.58% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,705
shares
|
$2.62 Million
1.53% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
31,618
shares
|
$2.61 Million
0.49% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
31,251
shares
|
$2.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
31,169
shares
|
$2.58 Million
0.6% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
31,159
shares
|
$2.57 Million
0.64% of portfolio
|
Q2 2025
Added 22.73%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
31,124
shares
|
$2.57 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jul 14, 2025 Q2 2025 |
30,860
shares
|
$2.55 Million
1.02% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
30,854
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Added 757.06%
|