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 |
|---|---|---|---|---|---|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
42,400
shares
|
$3.51 Million
2.17% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
42,102
shares
|
$3.49 Million
1.72% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
41,884
shares
|
$3.47 Million
2.44% of portfolio
|
Q3 2025
New holding
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
41,775
shares
|
$3.46 Million
0.85% of portfolio
|
Q3 2025
Added 6.04%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Nov 12, 2025 Q3 2025 |
41,664
shares
|
$3.45 Million
0.81% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.45 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
41,528
shares
|
$3.44 Million
0.02% of portfolio
|
Q3 2025
Added 66.91%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
40,878
shares
|
$3.39 Million
0.82% of portfolio
|
Q3 2025
Added 3.95%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
40,237
shares
|
$3.33 Million
1.15% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
40,182
shares
|
$3.33 Million
1.11% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 10, 2025 Q3 2025 |
40,038
shares
|
$3.32 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
40,032
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
40,000
shares
|
$3.31 Million
0.44% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
39,602
shares
|
$3.28 Million
0.33% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Perfromance Wealth Partners, LLC
|
Nov 07, 2025 Q3 2025 |
39,506
shares
|
$3.27 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
39,189
shares
|
$3.25 Million
1.06% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
38,907
shares
|
$3.22 Million
1.31% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
38,549
shares
|
$3.19 Million
0.12% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
38,416
shares
|
$3.18 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
38,325
shares
|
$3.17 Million
0.11% of portfolio
|
Q3 2025
Added 51.53%
|
|
|
Financial Management Network Inc
|
Jan 08, 2026 Q4 2025 |
38,295
shares
|
$3.17 Million
0.61% of portfolio
|
Q4 2025
Reduced 1.8%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
38,256
shares
|
$3.17 Million
0.2% of portfolio
|
Q3 2025
Reduced 9.42%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
38,102
shares
|
$3.16 Million
0.24% of portfolio
|
Q3 2025
Added 34.54%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
37,724
shares
|
$3.12 Million
0.87% of portfolio
|
Q3 2025
Added 364.58%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
37,533
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|