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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,457
shares
|
$946,577
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
11,420
shares
|
$943,520
0.24% of portfolio
|
Q2 2025
Reduced 38.94%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
11,416
shares
|
$943,189
0.38% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
11,250
shares
|
$929,475
0.24% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
11,249
shares
|
$929,392
0.64% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
11,231
shares
|
$927,905
0.35% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,176
shares
|
$923,361
0.32% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Enterprise Bank & Trust CO
|
Jul 07, 2025 Q2 2025 |
11,172
shares
|
$923,030
0.35% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,171
shares
|
$922,948
0.15% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
11,031
shares
|
$911,381
0.62% of portfolio
|
Q2 2025
Added 38.88%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
10,998
shares
|
$908,654
0.44% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
10,950
shares
|
$904,689
0.11% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,863
shares
|
$897,501
0.62% of portfolio
|
Q2 2023
Added 110.73%
|
|
|
Amarillo National Bank
|
Jul 16, 2025 Q2 2025 |
10,822
shares
|
$894,113
0.17% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
10,743
shares
|
$887,586
0.22% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
10,681
shares
|
$882,464
0.08% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
10,642
shares
|
$879,242
0.57% of portfolio
|
Q2 2025
Added 14.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
10,588
shares
|
$874,780
0.13% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
10,578
shares
|
$873,954
0.14% of portfolio
|
Q2 2025
Reduced 26.61%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,481
shares
|
$865,940
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
10,390
shares
|
$858,421
0.37% of portfolio
|
Q2 2025
Added 34.71%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
10,325
shares
|
$853,051
0.47% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
10,250
shares
|
$846,855
0.03% of portfolio
|
Q2 2025
Added 986.96%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
10,072
shares
|
$832,148
0.36% of portfolio
|
Q4 2024
Added 153.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
10,031
shares
|
$828,761
0.01% of portfolio
|
Q3 2024
Added 0.31%
|