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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
19,470
shares
|
$1.61 Million
0.2% of portfolio
|
Q2 2025
Added 8.32%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
19,423
shares
|
$1.6 Million
0.24% of portfolio
|
Q2 2025
Added 288.07%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,070
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
19,070
shares
|
$1.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.99%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
19,023
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Added 39.62%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
18,981
shares
|
$1.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,952
shares
|
$1.57 Million
0.06% of portfolio
|
Q2 2025
Added 63.75%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
18,885
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
18,862
shares
|
$1.56 Million
0.64% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
18,734
shares
|
$1.55 Million
0.17% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Jul 28, 2025 Q2 2025 |
18,694
shares
|
$1.54 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,590
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
18,492
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,422
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
18,305
shares
|
$1.51 Million
0.06% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,103
shares
|
$1.5 Million
0.53% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
18,087
shares
|
$1.49 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
18,013
shares
|
$1.49 Million
1.23% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
18,002
shares
|
$1.49 Million
0.84% of portfolio
|
Q2 2025
Added 39.09%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
17,829
shares
|
$1.47 Million
0.22% of portfolio
|
Q2 2025
Added 134.78%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
17,782
shares
|
$1.47 Million
0.45% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
17,752
shares
|
$1.47 Million
0.18% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jul 29, 2025 Q2 2025 |
17,727
shares
|
$1.46 Million
0.94% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
17,621
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,284
shares
|
$1.43 Million
0.07% of portfolio
|
Q2 2025
Added 17.18%
|