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 1,339 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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
49,465
shares
|
$4.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 7.57%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Oct 27, 2025 Q3 2025 |
49,277
shares
|
$4.08 Million
2.06% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
49,202
shares
|
$4.08 Million
0.1% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
48,651
shares
|
$4.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 34.56%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
48,504
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
48,035
shares
|
$3.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 54.86%
|
|
|
Cbm Financial, LLC
Austin, TX |
May 20, 2025 Q1 2025 |
47,815
shares
|
$3.96 Million
3.2% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
47,435
shares
|
$3.93 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.61%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
47,174
shares
|
$3.91 Million
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Jgp Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
47,039
shares
|
$3.9 Million
0.42% of portfolio
|
Q4 2025
Added 23.45%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,757
shares
|
$3.87 Million
0.71% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
46,613
shares
|
$3.86 Million
1.45% of portfolio
|
Q4 2025
Reduced 1.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
46,476
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 68.96%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 06, 2025 Q3 2025 |
46,275
shares
|
$3.83 Million
0.83% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
45,884
shares
|
$3.8 Million
0.19% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
45,009
shares
|
$3.73 Million
0.33% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
44,419
shares
|
$3.68 Million
0.12% of portfolio
|
Q3 2025
Added 8.55%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
44,413
shares
|
$3.68 Million
0.65% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
44,001
shares
|
$3.64 Million
0.07% of portfolio
|
Q3 2025
Reduced 10.33%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
43,405
shares
|
$3.6 Million
0.15% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
43,085
shares
|
$3.57 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.29%
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
43,061
shares
|
$3.57 Million
0.18% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
42,845
shares
|
$3.55 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
42,606
shares
|
$3.53 Million
0.23% of portfolio
|
Q3 2025
Added 41.18%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
42,466
shares
|
$3.52 Million
0.61% of portfolio
|
Q4 2025
Added 12.33%
|
|