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 |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
22,940
shares
|
$1.9 Million
0.25% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
22,913
shares
|
$1.89 Million
1.16% of portfolio
|
Q2 2025
Reduced 19.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
22,877
shares
|
$1.89 Million
0.69% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
22,844
shares
|
$1.89 Million
0.36% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
22,800
shares
|
$1.88 Million
1.55% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Whitcomb & Hess, Inc.
|
Jul 03, 2025 Q2 2025 |
22,775
shares
|
$1.88 Million
0.57% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
22,672
shares
|
$1.87 Million
0.35% of portfolio
|
Q2 2025
Reduced 31.59%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
22,629
shares
|
$1.87 Million
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
22,558
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
22,540
shares
|
$1.86 Million
0.13% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
22,408
shares
|
$1.85 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
22,284
shares
|
$1.84 Million
0.21% of portfolio
|
Q2 2025
Reduced 65.49%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
22,181
shares
|
$1.83 Million
0.62% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
22,180
shares
|
$1.83 Million
0.16% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
22,118
shares
|
$1.83 Million
0.24% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Aug 12, 2025 Q2 2025 |
22,117
shares
|
$1.83 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Dorsey Wright & Associates
|
Aug 11, 2025 Q2 2025 |
22,077
shares
|
$1.82 Million
0.45% of portfolio
|
Q2 2025
Added 286.98%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,760
shares
|
$1.8 Million
0.43% of portfolio
|
Q4 2023
Reduced 14.55%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
21,642
shares
|
$1.79 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,634
shares
|
$1.79 Million
0.43% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,546
shares
|
$1.78 Million
0.02% of portfolio
|
Q2 2025
Added 79.4%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.78 Million
2.34% of portfolio
|
Q1 2023
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
21,458
shares
|
$1.77 Million
0.64% of portfolio
|
Q1 2024
Added 117.34%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
21,442
shares
|
$1.77 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,404
shares
|
$1.77 Million
0.26% of portfolio
|
Q2 2023
Reduced 2.86%
|