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 |
|---|---|---|---|---|---|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
13,821
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
13,802
shares
|
$1.14 Million
0.49% of portfolio
|
Q2 2025
Reduced 24.56%
|
|
|
Farmers Trust CO
|
Jul 14, 2025 Q2 2025 |
13,801
shares
|
$1.14 Million
0.22% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13,685
shares
|
$1.13 Million
1.0% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
13,655
shares
|
$1.13 Million
0.68% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
13,584
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 40.87%
|
|
|
Westwood Wealth Management
|
Aug 05, 2025 Q2 2025 |
13,500
shares
|
$1.12 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,463
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
13,453
shares
|
$1.11 Million
0.45% of portfolio
|
Q2 2025
Added 105.11%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
13,448
shares
|
$1.11 Million
0.38% of portfolio
|
Q2 2025
Added 35.62%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
13,444
shares
|
$1.11 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
13,443
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.4%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,369
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
13,303
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
13,217
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
13,175
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Aug 13, 2025 Q2 2025 |
13,157
shares
|
$1.09 Million
0.89% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
13,131
shares
|
$1.08 Million
0.31% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
12,987
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
Added 16.58%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,908
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
12,760
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
12,722
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 70.24%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
12,678
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
12,676
shares
|
$1.05 Million
0.6% of portfolio
|
Q2 2025
Added 14.37%
|