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 |
|---|---|---|---|---|---|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jul 14, 2025 Q2 2025 |
4,275
shares
|
$353,200
0.91% of portfolio
|
Q1 2023
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,262
shares
|
$352,126
0.19% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
4,223
shares
|
$348,904
0.21% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,219
shares
|
$348,573
0.02% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Hilton Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
4,218
shares
|
$348,491
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,216
shares
|
$348,325
0.03% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Jul 30, 2025 Q2 2025 |
4,209
shares
|
$347,747
0.0% of portfolio
|
Q4 2023
Added 9.52%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,208
shares
|
$347,664
0.06% of portfolio
|
Q1 2019
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,207
shares
|
$347,582
0.02% of portfolio
|
Q2 2025
Added 17.81%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
4,206
shares
|
$347,499
0.06% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,199
shares
|
$346,921
0.01% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
4,199
shares
|
$346,921
0.07% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,194
shares
|
$346,508
0.03% of portfolio
|
Q3 2021
Added 8.99%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
4,185
shares
|
$345,764
0.04% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jul 29, 2025 Q2 2025 |
4,180
shares
|
$345,351
0.06% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jul 29, 2025 Q2 2025 |
4,175
shares
|
$344,938
0.23% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,172
shares
|
$344,690
0.13% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,163
shares
|
$343,947
0.04% of portfolio
|
Q4 2022
Added 23.53%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
4,150
shares
|
$342,873
0.01% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
4,147
shares
|
$342,625
0.02% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jul 16, 2025 Q2 2025 |
4,141
shares
|
$342,129
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,137
shares
|
$341,798
0.12% of portfolio
|
Q4 2023
Added 58.02%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
4,136
shares
|
$341,716
0.27% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
4,123
shares
|
$340,642
0.09% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,102
shares
|
$338,907
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|