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 |
|---|---|---|---|---|---|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
21,284
shares
|
$1.76 Million
0.48% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
21,214
shares
|
$1.75 Million
0.15% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,080
shares
|
$1.74 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
21,053
shares
|
$1.74 Million
0.14% of portfolio
|
Q2 2025
Added 39.86%
|
|
|
Dohj, LLC
Seattle, WA |
Jul 23, 2025 Q2 2025 |
21,010
shares
|
$1.74 Million
0.47% of portfolio
|
Q2 2025
Reduced 51.53%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
20,851
shares
|
$1.72 Million
0.56% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
20,832
shares
|
$1.72 Million
0.83% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
20,645
shares
|
$1.71 Million
0.62% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
20,586
shares
|
$1.7 Million
1.34% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
20,548
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
20,546
shares
|
$1.7 Million
0.55% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jul 11, 2025 Q2 2025 |
20,369
shares
|
$1.68 Million
1.48% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
20,121
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
20,058
shares
|
$1.66 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.39%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
19,923
shares
|
$1.65 Million
1.49% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
19,916
shares
|
$1.65 Million
0.66% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
19,792
shares
|
$1.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
19,772
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Added 17.59%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
19,767
shares
|
$1.63 Million
0.05% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,740
shares
|
$1.63 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
19,662
shares
|
$1.62 Million
1.4% of portfolio
|
Q2 2025
Added 26.1%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
19,645
shares
|
$1.62 Million
0.16% of portfolio
|
Q2 2025
Reduced 14.01%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
19,642
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Barry Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,562
shares
|
$1.62 Million
0.41% of portfolio
|
Q2 2025
Added 59.13%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
19,505
shares
|
$1.61 Million
1.18% of portfolio
|
Q2 2025
Added 0.07%
|