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 |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
33,293
shares
|
$2.76 Million
0.44% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
33,252
shares
|
$2.75 Million
0.07% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
33,108
shares
|
$2.74 Million
1.18% of portfolio
|
Q3 2025
Reduced 41.77%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
32,933
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
32,899
shares
|
$2.73 Million
0.39% of portfolio
|
Q2 2025
Added 46.0%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
32,852
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Tru Independence Asset Management 2, LLC
|
Oct 22, 2025 Q3 2025 |
32,843
shares
|
$2.72 Million
2.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
32,765
shares
|
$2.71 Million
1.26% of portfolio
|
Q3 2025
Reduced 10.79%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
32,725
shares
|
$2.71 Million
0.31% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
32,607
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
32,584
shares
|
$2.7 Million
1.94% of portfolio
|
Q3 2025
Added 80.89%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
32,553
shares
|
$2.7 Million
0.44% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
32,315
shares
|
$2.68 Million
0.22% of portfolio
|
Q3 2022
Added 208.79%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
31,960
shares
|
$2.65 Million
0.11% of portfolio
|
Q4 2025
Added 1.93%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
31,958
shares
|
$2.65 Million
0.69% of portfolio
|
Q3 2025
Added 1304.13%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
31,804
shares
|
$2.63 Million
0.23% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
31,760
shares
|
$2.63 Million
0.56% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 07, 2026 Q4 2025 |
31,745
shares
|
$2.63 Million
0.55% of portfolio
|
Q4 2025
Added 10.47%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
31,705
shares
|
$2.63 Million
1.13% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
31,666
shares
|
$2.62 Million
0.7% of portfolio
|
Q4 2025
Added 6.49%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
31,169
shares
|
$2.58 Million
0.6% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Birch Financial Group, LLC
Keene, NH |
Oct 30, 2025 Q3 2025 |
30,882
shares
|
$2.56 Million
1.51% of portfolio
|
Q3 2025
Added 14.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
30,823
shares
|
$2.55 Million
0.03% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
30,737
shares
|
$2.55 Million
0.21% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
30,705
shares
|
$2.54 Million
0.7% of portfolio
|
Q3 2025
Added 6.98%
|
|