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 |
|---|---|---|---|---|---|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
237,014
shares
|
$19.6 Million
0.8% of portfolio
|
Q2 2025
Added 223.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.6 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
235,553
shares
|
$19.5 Million
0.28% of portfolio
|
Q2 2025
Added 470.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
231,066
shares
|
$19.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
227,460
shares
|
$18.8 Million
0.1% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
225,209
shares
|
$18.6 Million
6.9% of portfolio
|
Q2 2025
Added 1772.37%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
219,335
shares
|
$18.1 Million
10.34% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
217,315
shares
|
$18 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$17.9 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
214,630
shares
|
$17.7 Million
1.22% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Aug 11, 2025 Q2 2025 |
212,353
shares
|
$17.5 Million
8.39% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
208,636
shares
|
$17.2 Million
0.33% of portfolio
|
Q2 2025
Added 905.57%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
205,000
shares
|
$16.9 Million
5.55% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
204,711
shares
|
$16.9 Million
0.03% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
200,866
shares
|
$16.6 Million
0.32% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
188,929
shares
|
$15.6 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2025 Q2 2025 |
188,265
shares
|
$15.6 Million
3.06% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
185,901
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Added 163.33%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
181,425
shares
|
$15 Million
2.77% of portfolio
|
Q2 2025
Added 128.09%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
179,830
shares
|
$14.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
177,732
shares
|
$14.7 Million
1.56% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
176,949
shares
|
$14.6 Million
3.95% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
171,383
shares
|
$14.2 Million
1.41% of portfolio
|
Q2 2025
Added 18.43%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
169,926
shares
|
$14 Million
1.72% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
169,652
shares
|
$14 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.8%
|