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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
55,688
shares
|
$4.61 Million
0.07% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Oct 21, 2025 Q3 2025 |
55,590
shares
|
$4.6 Million
2.4% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
55,503
shares
|
$4.6 Million
0.39% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
55,017
shares
|
$4.56 Million
4.08% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
54,821
shares
|
$4.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
54,504
shares
|
$4.51 Million
0.14% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Nov 14, 2025 Q3 2025 |
54,431
shares
|
$4.51 Million
3.12% of portfolio
|
Q3 2025
Reduced 15.22%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
54,312
shares
|
$4.5 Million
0.48% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
54,217
shares
|
$4.49 Million
2.27% of portfolio
|
Q3 2022
Reduced 31.13%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
53,806
shares
|
$4.46 Million
0.13% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
53,734
shares
|
$4.45 Million
0.92% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
53,345
shares
|
$4.42 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
53,256
shares
|
$4.41 Million
2.5% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
53,103
shares
|
$4.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
52,430
shares
|
$4.34 Million
1.52% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
52,082
shares
|
$4.31 Million
2.35% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
51,779
shares
|
$4.29 Million
0.29% of portfolio
|
Q4 2025
Added 14.84%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Nov 13, 2025 Q3 2025 |
51,325
shares
|
$4.25 Million
2.35% of portfolio
|
Q3 2025
Added 6.79%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
51,008
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2025
Added 205.64%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
50,818
shares
|
$4.21 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
50,549
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
50,536
shares
|
$4.19 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
50,383
shares
|
$4.17 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 12, 2026 Q4 2025 |
49,571
shares
|
$4.11 Million
1.65% of portfolio
|
Q4 2025
Added 18.2%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,465
shares
|
$4.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.57%
|
|