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 |
|---|---|---|---|---|---|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
5,100
shares
|
$421,362
0.22% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,072
shares
|
$419,048
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
5,048
shares
|
$417,065
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
5,000
shares
|
$413,100
0.13% of portfolio
|
Q1 2021
Reduced 0.32%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
4,987
shares
|
$412,025
0.02% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
4,982
shares
|
$411,612
0.03% of portfolio
|
Q2 2025
Reduced 30.48%
|
|
|
Twele Capital Management, Inc.
|
Jul 07, 2025 Q2 2025 |
4,975
shares
|
$411,034
0.08% of portfolio
|
Q2 2025
Reduced 6.77%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
4,970
shares
|
$410,621
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
4,965
shares
|
$410,208
0.01% of portfolio
|
Q1 2025
Added 148.37%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
4,950
shares
|
$408,969
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
4,934
shares
|
$407,647
0.09% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
4,907
shares
|
$405,416
0.14% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jul 25, 2025 Q2 2025 |
4,871
shares
|
$402,442
0.27% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
4,855
shares
|
$401,120
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,855
shares
|
$401,120
0.18% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,854
shares
|
$401,037
0.04% of portfolio
|
Q2 2025
Added 58.16%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
4,831
shares
|
$399,137
0.05% of portfolio
|
Q2 2025
Reduced 47.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
4,829
shares
|
$398,971
0.09% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
4,798
shares
|
$396,410
0.03% of portfolio
|
Q2 2025
Added 42.42%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
4,788
shares
|
$395,584
0.03% of portfolio
|
Q2 2025
Reduced 20.23%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
4,775
shares
|
$394,510
0.07% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,767
shares
|
$393,849
0.6% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$393,023
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$389,470
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
4,686
shares
|
$387,157
0.14% of portfolio
|
Q2 2025
New holding
|