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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
5,929
shares
|
$489,853
0.19% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
5,886
shares
|
$486,301
0.28% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
5,885
shares
|
$486,218
0.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,878
shares
|
$485,640
0.19% of portfolio
|
Q2 2025
Reduced 75.04%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
5,853
shares
|
$483,574
0.01% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,842
shares
|
$482,666
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
5,840
shares
|
$482,500
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jul 24, 2025 Q2 2025 |
5,829
shares
|
$481,591
0.13% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
5,821
shares
|
$480,931
0.03% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,820
shares
|
$480,848
0.74% of portfolio
|
Q3 2023
Reduced 24.81%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,816
shares
|
$480,517
0.05% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5,784
shares
|
$477,874
0.11% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$475,065
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
5,718
shares
|
$472,421
0.04% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Aug 04, 2025 Q2 2025 |
5,699
shares
|
$470,851
0.01% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,691
shares
|
$470,190
0.31% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
De Dora Capital, Inc.
|
Jul 29, 2025 Q2 2025 |
5,683
shares
|
$469,529
0.13% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,676
shares
|
$468,951
0.12% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$464,985
0.01% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
5,625
shares
|
$464,737
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
5,583
shares
|
$461,267
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
5,581
shares
|
$461,102
0.01% of portfolio
|
Q2 2025
Added 10.84%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Aug 07, 2025 Q2 2025 |
5,575
shares
|
$460,606
0.12% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
5,551
shares
|
$458,623
0.14% of portfolio
|
Q1 2025
Added 163.58%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
5,543
shares
|
$457,962
0.19% of portfolio
|
Q2 2025
Reduced 2.89%
|