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 |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
142,485
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.67%
|
|
|
Strong Box Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
141,855
shares
|
$11.7 Million
4.69% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
140,813
shares
|
$11.6 Million
4.55% of portfolio
|
Q2 2025
Added 96.3%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
139,479
shares
|
$11.5 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Ted Buchan & CO
San Diego, CA |
Aug 13, 2025 Q2 2025 |
136,865
shares
|
$11.3 Million
4.51% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
136,845
shares
|
$11.3 Million
3.68% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
135,774
shares
|
$11.2 Million
4.14% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
134,880
shares
|
$11.1 Million
1.12% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
133,795
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
132,261
shares
|
$10.9 Million
1.62% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
131,739
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
131,408
shares
|
$10.9 Million
12.79% of portfolio
|
Q2 2024
Added 269.89%
|
|
|
White Pine Investment CO
|
Jul 17, 2025 Q2 2025 |
131,009
shares
|
$10.8 Million
2.71% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
130,776
shares
|
$10.8 Million
0.22% of portfolio
|
Q2 2025
Added 11.66%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jul 21, 2025 Q2 2025 |
126,067
shares
|
$10.4 Million
2.32% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
125,974
shares
|
$10.4 Million
1.28% of portfolio
|
Q2 2025
Reduced 1.55%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
125,528
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
First American Trust, Fsb
|
Aug 11, 2025 Q2 2025 |
121,205
shares
|
$10 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
120,913
shares
|
$9.99 Million
0.9% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
120,556
shares
|
$9.96 Million
0.94% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
118,723
shares
|
$9.81 Million
8.94% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
118,194
shares
|
$9.77 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
118,005
shares
|
$9.75 Million
0.16% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
116,347
shares
|
$9.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
115,710
shares
|
$9.56 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.0%
|