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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
3,133
shares
|
$258,848
0.32% of portfolio
|
Q2 2025
Added 292.12%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,129
shares
|
$258,517
0.19% of portfolio
|
Q2 2025
Added 103.58%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Aug 14, 2025 Q2 2025 |
3,122
shares
|
$257,939
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
3,101
shares
|
$256,204
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,101
shares
|
$256,204
0.01% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
3,098
shares
|
$255,956
0.08% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,097
shares
|
$255,874
0.11% of portfolio
|
Q2 2025
Reduced 42.01%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,086
shares
|
$254,965
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
3,085
shares
|
$254,882
0.03% of portfolio
|
Q2 2025
Added 24.14%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,073
shares
|
$253,891
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,066
shares
|
$253,312
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
3,066
shares
|
$253,312
0.03% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
3,039
shares
|
$251,082
0.07% of portfolio
|
Q2 2025
Added 18.2%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
3,038
shares
|
$250,999
0.11% of portfolio
|
Q2 2025
Reduced 7.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
3,010
shares
|
$248,686
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$247,860
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
3,000
shares
|
$247,860
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
2,929
shares
|
$241,993
0.07% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,926
shares
|
$241,746
0.09% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
2,926
shares
|
$241,746
0.04% of portfolio
|
Q2 2025
Reduced 84.24%
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
2,907
shares
|
$240,176
0.04% of portfolio
|
Q2 2025
Reduced 69.58%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
2,904
shares
|
$239,928
0.02% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,900
shares
|
$239,598
0.11% of portfolio
|
Q4 2024
Reduced 26.66%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,880
shares
|
$237,945
0.07% of portfolio
|
Q2 2025
Reduced 27.64%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,861
shares
|
$236,375
0.05% of portfolio
|
Q2 2025
Added 0.14%
|