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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
380,516
shares
|
$31.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 66.81%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
370,346
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
366,227
shares
|
$30.3 Million
0.27% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
362,785
shares
|
$30 Million
0.6% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
362,380
shares
|
$29.9 Million
2.9% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Edge Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
360,856
shares
|
$29.8 Million
6.12% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
354,712
shares
|
$29.3 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
352,487
shares
|
$29.1 Million
1.02% of portfolio
|
Q2 2025
Added 35.13%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
350,347
shares
|
$28.9 Million
0.95% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
345,745
shares
|
$28.6 Million
1.95% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
335,435
shares
|
$27.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
331,793
shares
|
$27.4 Million
0.14% of portfolio
|
Q2 2025
Added 62.83%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
331,122
shares
|
$27.4 Million
0.47% of portfolio
|
Q2 2025
Added 91.6%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
328,267
shares
|
$27.1 Million
0.24% of portfolio
|
Q2 2025
Added 144.56%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
319,129
shares
|
$26.4 Million
0.62% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
318,215
shares
|
$26.3 Million
2.65% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
316,095
shares
|
$26.1 Million
0.56% of portfolio
|
Q2 2025
Added 20.91%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
315,094
shares
|
$26 Million
0.0% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
309,962
shares
|
$25.6 Million
0.09% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
309,530
shares
|
$25.6 Million
0.15% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
308,766
shares
|
$25.5 Million
0.41% of portfolio
|
Q2 2023
Added 17.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
307,168
shares
|
$25.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
306,668
shares
|
$25.3 Million
8.32% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
304,595
shares
|
$25.2 Million
1.69% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
297,026
shares
|
$24.5 Million
0.29% of portfolio
|
Q2 2025
Reduced 3.15%
|