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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
28,584
shares
|
$2.36 Million
0.51% of portfolio
|
Q2 2025
Added 23.33%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
28,349
shares
|
$2.34 Million
0.32% of portfolio
|
Q2 2025
Added 5.65%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
28,321
shares
|
$2.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
28,321
shares
|
$2.34 Million
2.68% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
28,179
shares
|
$2.33 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
27,826
shares
|
$2.3 Million
0.2% of portfolio
|
Q2 2025
Added 42.64%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Jul 17, 2025 Q2 2025 |
27,717
shares
|
$2.29 Million
1.89% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27,346
shares
|
$2.26 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
27,221
shares
|
$2.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 92.13%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
26,939
shares
|
$2.23 Million
0.58% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
26,553
shares
|
$2.19 Million
0.19% of portfolio
|
Q2 2025
Added 69.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
26,526
shares
|
$2.19 Million
0.42% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Cornell University
New York, NY |
Dec 02, 2024 Q3 2024 |
26,516
shares
|
$2.19 Million
64.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Jul 23, 2025 Q2 2025 |
26,452
shares
|
$2.19 Million
1.77% of portfolio
|
Q2 2025
Added 31.12%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
26,399
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
26,273
shares
|
$2.17 Million
0.59% of portfolio
|
Q1 2025
Added 55.87%
|
|
|
Life Guide Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
26,051
shares
|
$2.15 Million
1.05% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
25,950
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
25,880
shares
|
$2.14 Million
1.3% of portfolio
|
Q2 2025
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
25,758
shares
|
$2.13 Million
0.44% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
25,757
shares
|
$2.13 Million
0.04% of portfolio
|
Q2 2025
Added 609.36%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
25,615
shares
|
$2.12 Million
1.39% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
25,551
shares
|
$2.11 Million
0.05% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
25,526
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
25,481
shares
|
$2.11 Million
0.79% of portfolio
|
Q2 2025
New holding
|