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 |
|---|---|---|---|---|---|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.8 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
165,855
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
165,772
shares
|
$13.7 Million
1.69% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Permanens Capital L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
165,623
shares
|
$13.7 Million
1.94% of portfolio
|
Q2 2025
Added 4421.51%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
165,441
shares
|
$13.7 Million
1.83% of portfolio
|
Q3 2023
Reduced 4.0%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
164,093
shares
|
$13.6 Million
1.08% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161,939
shares
|
$13.4 Million
0.56% of portfolio
|
Q2 2020
Added 157.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
160,974
shares
|
$13.3 Million
6.54% of portfolio
|
Q1 2024
Added 26.01%
|
|
|
Kadensa Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
160,150
shares
|
$13.2 Million
2.43% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
156,803
shares
|
$13 Million
7.5% of portfolio
|
Q2 2025
Reduced 27.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
155,565
shares
|
$12.9 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
153,099
shares
|
$12.6 Million
1.11% of portfolio
|
Q2 2025
Added 95.96%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
152,394
shares
|
$12.6 Million
0.01% of portfolio
|
Q2 2025
Added 39.16%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
152,255
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2024
Added 73.12%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
151,800
shares
|
$12.5 Million
2.16% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
149,693
shares
|
$12.4 Million
0.39% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
149,044
shares
|
$12.3 Million
1.42% of portfolio
|
Q2 2025
Added 325.96%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
148,610
shares
|
$12.3 Million
3.4% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
148,379
shares
|
$12.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
148,298
shares
|
$12.3 Million
0.43% of portfolio
|
Q2 2025
Reduced 71.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
146,286
shares
|
$12.1 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
145,806
shares
|
$12 Million
2.79% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
145,167
shares
|
$12 Million
0.19% of portfolio
|
Q4 2023
Added 7889.38%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
144,890
shares
|
$12 Million
1.16% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
143,553
shares
|
$11.9 Million
0.1% of portfolio
|
Q2 2025
Added 23.9%
|