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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
12,675
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2025
Added 32.71%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,646
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
12,464
shares
|
$1.03 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
12,288
shares
|
$1.02 Million
0.32% of portfolio
|
Q2 2025
Added 45.11%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
12,285
shares
|
$1.01 Million
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,222
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
12,144
shares
|
$1 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
12,137
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
11,908
shares
|
$983,838
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
11,881
shares
|
$981,608
0.05% of portfolio
|
Q2 2025
Reduced 18.47%
|
|
|
Benedict Financial Advisors Inc
|
Aug 13, 2025 Q2 2025 |
11,772
shares
|
$972,602
0.22% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Jul 23, 2025 Q2 2025 |
11,745
shares
|
$970,371
0.41% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
11,738
shares
|
$969,793
0.02% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Mcdonald Partners LLC
|
Aug 12, 2025 Q2 2025 |
11,683
shares
|
$965,249
0.24% of portfolio
|
Q2 2025
Added 181.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,683
shares
|
$965,249
0.04% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,663
shares
|
$963,597
0.05% of portfolio
|
Q2 2025
Added 16.74%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
11,647
shares
|
$962,275
0.63% of portfolio
|
Q2 2025
Added 80.57%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
11,613
shares
|
$959,466
0.0% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Jul 22, 2025 Q2 2025 |
11,581
shares
|
$956,822
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
11,575
shares
|
$956,326
0.04% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
11,561
shares
|
$955,169
0.11% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
11,556
shares
|
$954,756
0.99% of portfolio
|
Q4 2024
Reduced 12.05%
|