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 1,338 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
84,821
shares
|
$7.03 Million
6.08% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
84,770
shares
|
$7.02 Million
1.25% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
84,768
shares
|
$7.02 Million
0.05% of portfolio
|
Q3 2025
Added 118.88%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
84,108
shares
|
$6.97 Million
0.16% of portfolio
|
Q1 2024
Reduced 84.8%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
83,325
shares
|
$6.9 Million
0.01% of portfolio
|
Q3 2025
Added 14.34%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
82,422
shares
|
$6.83 Million
3.83% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
81,208
shares
|
$6.73 Million
5.9% of portfolio
|
Q3 2025
Reduced 31.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
81,115
shares
|
$6.72 Million
0.15% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
79,131
shares
|
$6.55 Million
0.6% of portfolio
|
Q3 2025
Added 21.37%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
79,010
shares
|
$6.54 Million
1.66% of portfolio
|
Q4 2025
Added 3.02%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 13, 2025 Q3 2025 |
78,906
shares
|
$6.54 Million
1.18% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
78,739
shares
|
$6.52 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Midwest Heritage Bank, Fsb
|
Oct 27, 2025 Q3 2025 |
78,156
shares
|
$6.47 Million
2.47% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
77,994
shares
|
$6.46 Million
1.57% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
American Wealth Advisors, LLC
Johns Creek, GA |
Nov 12, 2025 Q3 2025 |
77,905
shares
|
$6.45 Million
6.39% of portfolio
|
Q3 2025
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
77,112
shares
|
$6.39 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
75,886
shares
|
$6.29 Million
0.09% of portfolio
|
Q3 2025
Added 5.47%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
75,343
shares
|
$6.24 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.23 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
75,168
shares
|
$6.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
75,072
shares
|
$6.22 Million
0.27% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
74,506
shares
|
$6.17 Million
1.91% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
74,391
shares
|
$6.16 Million
0.14% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Bouvel Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
73,944
shares
|
$6.12 Million
2.07% of portfolio
|
Q3 2025
Added 190.19%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
73,875
shares
|
$6.12 Million
1.7% of portfolio
|
Q3 2025
Reduced 9.13%
|
|