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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
66
shares
|
$5,452
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
65
shares
|
$5,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
62
shares
|
$5,122
0.0% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,213
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
48
shares
|
$3,965
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
45
shares
|
$3,717
0.0% of portfolio
|
Q2 2025
Reduced 50.55%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,470
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
37
shares
|
$3,056
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
36
shares
|
$2,974
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
30
shares
|
$2,478
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
28
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
20
shares
|
$1,652
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18
shares
|
$1,487
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
17
shares
|
$1,404
0.0% of portfolio
|
Q2 2025
Reduced 34.62%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
15
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$991
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
11
shares
|
$908
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
7
shares
|
$578
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
5
shares
|
$413
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
5
shares
|
$413
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
4
shares
|
$330
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$247
0.0% of portfolio
|
Q2 2021
Reduced 83.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3
shares
|
$247
0.0% of portfolio
|
Q2 2024
Reduced 91.89%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|