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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
289,749
shares
|
$23.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
285,613
shares
|
$23.6 Million
0.04% of portfolio
|
Q2 2025
Added 4.71%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
283,230
shares
|
$23.4 Million
4.4% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$22.9 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
275,763
shares
|
$22.8 Million
0.47% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Aug 14, 2025 Q2 2025 |
275,229
shares
|
$22.7 Million
21.63% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
271,005
shares
|
$22.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
269,355
shares
|
$22.3 Million
4.13% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
265,769
shares
|
$22 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
263,490
shares
|
$21.8 Million
0.24% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
263,045
shares
|
$21.7 Million
0.45% of portfolio
|
Q2 2025
Reduced 48.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
262,896
shares
|
$21.7 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.66%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
261,158
shares
|
$21.6 Million
0.7% of portfolio
|
Q2 2025
Reduced 38.01%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
260,979
shares
|
$21.6 Million
0.68% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
256,453
shares
|
$21.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
252,036
shares
|
$20.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
249,579
shares
|
$20.6 Million
1.65% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
244,125
shares
|
$20.2 Million
0.08% of portfolio
|
Q2 2025
Added 39.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
243,919
shares
|
$20.2 Million
0.14% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
242,591
shares
|
$20 Million
13.19% of portfolio
|
Q2 2025
Reduced 36.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
241,596
shares
|
$20 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
238,767
shares
|
$19.7 Million
6.17% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
237,525
shares
|
$19.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
237,257
shares
|
$19.6 Million
3.14% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
237,042
shares
|
$19.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|