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 |
|---|---|---|---|---|---|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Aug 08, 2025 Q2 2025 |
3,701
shares
|
$305,776
0.07% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,692
shares
|
$305,033
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
3,692
shares
|
$305,033
0.15% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,663
shares
|
$302,637
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
3,652
shares
|
$301,728
0.0% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
3,644
shares
|
$301,067
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
3,637
shares
|
$300,488
0.02% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
3,618
shares
|
$298,919
0.11% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Edge Rock Capital LLC
|
Jul 16, 2025 Q2 2025 |
3,614
shares
|
$298,588
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,607
shares
|
$298,010
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
3,602
shares
|
$297,597
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,593
shares
|
$296,853
0.07% of portfolio
|
Q4 2022
Reduced 25.55%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
3,586
shares
|
$296,275
0.15% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
3,556
shares
|
$293,796
0.07% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
3,544
shares
|
$292,805
0.25% of portfolio
|
Q1 2025
Reduced 25.62%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,527
shares
|
$291,400
0.04% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
3,506
shares
|
$289,665
0.02% of portfolio
|
Q2 2025
Reduced 29.77%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
3,504
shares
|
$289,500
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
3,474
shares
|
$287,021
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
3,470
shares
|
$286,691
0.06% of portfolio
|
Q2 2025
Added 29.24%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
3,467
shares
|
$286,443
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,465
shares
|
$286,278
0.04% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
3,447
shares
|
$284,791
0.12% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
3,445
shares
|
$284,625
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,439
shares
|
$284,130
0.05% of portfolio
|
Q1 2024
New holding
|