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 |
|---|---|---|---|---|---|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Aug 14, 2025 Q2 2025 |
4,675
shares
|
$386,248
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
4,647
shares
|
$383,935
0.03% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,642
shares
|
$383,522
0.03% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
4,635
shares
|
$382,943
0.02% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
4,629
shares
|
$382,447
0.19% of portfolio
|
Q2 2025
Reduced 97.0%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$382,447
0.19% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
4,629
shares
|
$382,447
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
4,627
shares
|
$382,282
0.14% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,597
shares
|
$379,804
0.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Aug 14, 2025 Q2 2025 |
4,583
shares
|
$378,647
0.06% of portfolio
|
Q4 2023
Reduced 94.88%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
4,549
shares
|
$375,838
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,546
shares
|
$375,590
0.03% of portfolio
|
Q2 2025
Reduced 31.93%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,537
shares
|
$374,846
0.0% of portfolio
|
Q2 2025
Reduced 44.23%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
4,530
shares
|
$374,268
0.05% of portfolio
|
Q2 2025
Reduced 45.29%
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,520
shares
|
$373,442
0.46% of portfolio
|
Q2 2022
Reduced 4.38%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
4,479
shares
|
$370,054
0.33% of portfolio
|
Q2 2025
Added 49.85%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
4,470
shares
|
$369,311
0.07% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
4,460
shares
|
$368,485
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
4,407
shares
|
$364,106
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,401
shares
|
$363,610
0.07% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,393
shares
|
$362,949
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
4,345
shares
|
$358,983
0.12% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,330
shares
|
$357,744
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
4,303
shares
|
$355,513
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
4,298
shares
|
$355,100
0.18% of portfolio
|
Q2 2025
Reduced 6.69%
|