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 1,333 institutions that hold shares in the stock, with a total of 290 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amundi
Paris, I0 |
Aug 13, 2025 Q2 2025 |
670,200
shares
|
$55.4 Million
0.02% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
664,211
shares
|
$54.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
660,278
shares
|
$54.6 Million
3.88% of portfolio
|
Q2 2025
Added 17.71%
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
637,040
shares
|
$52.6 Million
5.68% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
605,726
shares
|
$50 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
559,978
shares
|
$46.3 Million
0.38% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
541,300
shares
|
$44.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 13.5%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
532,410
shares
|
$44 Million
10.7% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
517,731
shares
|
$42.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
499,965
shares
|
$41.3 Million
4.16% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
493,639
shares
|
$40.8 Million
0.8% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
464,347
shares
|
$38.4 Million
1.02% of portfolio
|
Q2 2025
Added 18.39%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
461,538
shares
|
$38.1 Million
0.18% of portfolio
|
Q2 2025
Added 63.27%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
456,099
shares
|
$37.7 Million
0.53% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
America First Investment Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
452,822
shares
|
$37.4 Million
8.36% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
443,597
shares
|
$36.6 Million
20.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
437,915
shares
|
$36.2 Million
0.23% of portfolio
|
Q2 2023
Added 36.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
437,386
shares
|
$36.1 Million
0.63% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
425,730
shares
|
$35.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
420,530
shares
|
$34.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
414,500
shares
|
$34.2 Million
0.43% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
396,918
shares
|
$32.8 Million
0.12% of portfolio
|
Q2 2023
Added 15.7%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
395,358
shares
|
$32.7 Million
1.46% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
394,083
shares
|
$32.6 Million
1.44% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
385,189
shares
|
$31.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.02%
|