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 |
|---|---|---|---|---|---|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
796
shares
|
$65,765
0.0% of portfolio
|
Q2 2025
Reduced 95.08%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
783
shares
|
$64,691
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
782
shares
|
$64,608
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
770
shares
|
$63,617
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
750
shares
|
$61,965
0.02% of portfolio
|
Q1 2025
Reduced 17.94%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
740
shares
|
$61,138
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
736
shares
|
$60,808
0.01% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
709
shares
|
$58,577
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
681
shares
|
$56,264
0.0% of portfolio
|
Q1 2022
Reduced 36.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
673
shares
|
$55,603
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
640
shares
|
$52,876
0.0% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
624
shares
|
$51,554
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
615
shares
|
$50,811
0.0% of portfolio
|
Q2 2025
Reduced 89.63%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
609
shares
|
$50,315
0.0% of portfolio
|
Q2 2025
Added 6.84%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
600
shares
|
$49,572
0.04% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
600
shares
|
$49,572
0.01% of portfolio
|
Q3 2024
Reduced 45.36%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
588
shares
|
$48,580
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$48,084
0.01% of portfolio
|
Q2 2024
Reduced 51.3%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
560
shares
|
$46,267
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
556
shares
|
$45,936
0.03% of portfolio
|
Q2 2025
Reduced 59.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
555
shares
|
$45,854
0.03% of portfolio
|
Q2 2024
Added 29.07%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
546
shares
|
$45,110
0.02% of portfolio
|
Q2 2025
Added 446.0%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
544
shares
|
$44,945
0.02% of portfolio
|
Q2 2025
Reduced 46.61%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
520
shares
|
$42,962
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Jul 22, 2025 Q2 2025 |
500
shares
|
$41,310
0.03% of portfolio
|
Q2 2017
New holding
|