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 |
|---|---|---|---|---|---|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
66,509
shares
|
$5.51 Million
1.67% of portfolio
|
Q3 2025
Reduced 72.14%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Nov 12, 2025 Q3 2025 |
66,310
shares
|
$5.49 Million
3.48% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
66,047
shares
|
$5.47 Million
0.33% of portfolio
|
Q3 2022
Added 23.78%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
65,945
shares
|
$5.46 Million
0.43% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Nov 12, 2025 Q3 2025 |
65,346
shares
|
$5.41 Million
0.59% of portfolio
|
Q3 2025
Added 8.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
64,693
shares
|
$5.36 Million
0.15% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
64,372
shares
|
$5.33 Million
0.29% of portfolio
|
Q3 2025
Added 96.68%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
63,985
shares
|
$5.3 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
62,991
shares
|
$5.22 Million
0.08% of portfolio
|
Q3 2023
Added 13.37%
|
|
|
Sterling Manor Financial, LLC
|
Jan 07, 2026 Q4 2025 |
62,941
shares
|
$5.21 Million
3.97% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Efficient Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
62,009
shares
|
$5.14 Million
0.3% of portfolio
|
Q4 2025
Reduced 18.08%
|
|
|
White Pine Investment CO
|
Oct 14, 2025 Q3 2025 |
61,837
shares
|
$5.12 Million
1.22% of portfolio
|
Q3 2025
Reduced 52.8%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
61,750
shares
|
$5.11 Million
0.32% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
61,693
shares
|
$5.11 Million
0.83% of portfolio
|
Q4 2025
Added 11.87%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
61,430
shares
|
$5.09 Million
0.12% of portfolio
|
Q4 2025
Reduced 1.24%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
61,038
shares
|
$5.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
59,541
shares
|
$4.93 Million
0.07% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
59,120
shares
|
$4.9 Million
0.1% of portfolio
|
Q3 2025
Added 1199.63%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
57,760
shares
|
$4.78 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
57,266
shares
|
$4.74 Million
0.39% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
57,142
shares
|
$4.73 Million
3.77% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
57,126
shares
|
$4.73 Million
1.48% of portfolio
|
Q4 2025
Added 1930.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
56,948
shares
|
$4.72 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.04%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
56,940
shares
|
$4.72 Million
0.29% of portfolio
|
Q3 2025
Added 23.85%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
56,294
shares
|
$4.66 Million
1.1% of portfolio
|
Q3 2025
Added 80.67%
|
|