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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
7,604
shares
|
$628,242
0.06% of portfolio
|
Q2 2025
Reduced 28.79%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
7,575
shares
|
$625,846
0.13% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
7,567
shares
|
$625,185
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
7,564
shares
|
$624,937
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
7,530
shares
|
$622,128
0.13% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
7,470
shares
|
$617,171
0.28% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
7,467
shares
|
$616,923
0.42% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
7,465
shares
|
$616,758
0.16% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
7,432
shares
|
$614,031
0.19% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,431
shares
|
$613,949
0.11% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
7,416
shares
|
$612,709
0.15% of portfolio
|
Q2 2025
Reduced 10.9%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
7,275
shares
|
$601,060
0.02% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Stordahl Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,274
shares
|
$600,977
0.13% of portfolio
|
Q2 2025
Reduced 20.37%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,270
shares
|
$600,647
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
7,268
shares
|
$600,482
0.18% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
7,233
shares
|
$597,590
0.03% of portfolio
|
Q2 2025
Added 136.53%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$594,946
0.06% of portfolio
|
Q3 2022
Reduced 26.91%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$594,864
0.08% of portfolio
|
Q1 2025
Reduced 25.77%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
7,200
shares
|
$594,864
0.02% of portfolio
|
Q2 2025
Reduced 26.92%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
7,180
shares
|
$593,211
0.02% of portfolio
|
Q2 2025
Reduced 14.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
7,145
shares
|
$590,319
0.02% of portfolio
|
Q2 2025
Reduced 11.24%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
7,143
shares
|
$590,154
0.08% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
7,126
shares
|
$588,750
0.08% of portfolio
|
Q2 2025
Reduced 41.35%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Aug 14, 2025 Q2 2025 |
7,097
shares
|
$586,354
0.0% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
7,042
shares
|
$581,810
0.08% of portfolio
|
Q2 2025
Added 46.98%
|