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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
2,276
shares
|
$188,043
0.03% of portfolio
|
Q2 2025
Reduced 93.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,263
shares
|
$186,969
0.02% of portfolio
|
Q2 2025
Added 121.21%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jul 29, 2025 Q2 2025 |
2,247
shares
|
$185,647
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
2,226
shares
|
$183,912
0.1% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,172
shares
|
$179,450
0.3% of portfolio
|
Q3 2022
Added 317.69%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,108
shares
|
$174,162
0.05% of portfolio
|
Q3 2023
Reduced 58.31%
|
|
|
Esl Trust Services, LLC
|
Aug 13, 2025 Q2 2025 |
2,061
shares
|
$170,279
0.03% of portfolio
|
Q2 2025
Added 21.66%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,037
shares
|
$168,296
0.0% of portfolio
|
Q2 2025
Added 24.28%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
2,018
shares
|
$166,727
0.08% of portfolio
|
Q1 2025
Added 6.6%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
1,985
shares
|
$164,000
0.09% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
1,983
shares
|
$163,835
0.02% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
1,942
shares
|
$160,448
0.07% of portfolio
|
Q2 2025
Reduced 76.3%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$157,143
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$154,747
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$152,516
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,826
shares
|
$150,864
0.02% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,819
shares
|
$150,285
0.08% of portfolio
|
Q2 2025
Added 70.16%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
1,784
shares
|
$147,394
0.11% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,739
shares
|
$143,676
0.01% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
1,730
shares
|
$142,932
0.05% of portfolio
|
Q2 2025
Reduced 66.6%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,720
shares
|
$142,106
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Jul 31, 2025 Q2 2025 |
1,622
shares
|
$134,009
0.06% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Aug 11, 2025 Q2 2025 |
1,595
shares
|
$131,778
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$131,696
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
1,538
shares
|
$127,069
0.06% of portfolio
|
Q2 2025
Added 0.2%
|