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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
37,505
shares
|
$3.11 Million
0.01% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,459
shares
|
$3.1 Million
0.73% of portfolio
|
Q2 2023
Reduced 14.48%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,330
shares
|
$3.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
36,803
shares
|
$3.05 Million
0.09% of portfolio
|
Q3 2025
Added 17.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
36,475
shares
|
$3.02 Million
0.06% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
35,940
shares
|
$2.98 Million
0.6% of portfolio
|
Q3 2025
Added 626.06%
|
|
|
American Investment Services, Inc.
|
Nov 13, 2025 Q3 2025 |
35,894
shares
|
$2.97 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
35,887
shares
|
$2.97 Million
0.84% of portfolio
|
Q3 2025
Added 4.03%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
35,846
shares
|
$2.97 Million
0.53% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
35,711
shares
|
$2.96 Million
0.3% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Rockland Trust CO
|
Nov 06, 2025 Q3 2025 |
35,546
shares
|
$2.94 Million
0.12% of portfolio
|
Q3 2025
Added 180.38%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
35,433
shares
|
$2.93 Million
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
35,206
shares
|
$2.92 Million
1.11% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
35,105
shares
|
$2.91 Million
1.06% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
34,932
shares
|
$2.89 Million
1.09% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
34,705
shares
|
$2.87 Million
0.62% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
34,673
shares
|
$2.87 Million
2.43% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
34,311
shares
|
$2.84 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
34,181
shares
|
$2.83 Million
0.1% of portfolio
|
Q3 2025
Reduced 41.08%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
33,961
shares
|
$2.81 Million
0.16% of portfolio
|
Q3 2025
Added 11.55%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
33,654
shares
|
$2.79 Million
0.24% of portfolio
|
Q3 2025
Added 44.4%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,577
shares
|
$2.78 Million
0.27% of portfolio
|
Q4 2022
Reduced 21.82%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
33,551
shares
|
$2.78 Million
0.08% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
33,358
shares
|
$2.76 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
33,327
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.31%
|
|