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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
30,524
shares
|
$2.53 Million
0.34% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 12, 2025 Q3 2025 |
30,475
shares
|
$2.52 Million
0.65% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Irenic Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
30,000
shares
|
$2.48 Million
0.26% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
29,738
shares
|
$2.46 Million
0.49% of portfolio
|
Q3 2025
Added 107.84%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
29,621
shares
|
$2.45 Million
0.21% of portfolio
|
Q4 2025
Reduced 30.82%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
29,436
shares
|
$2.44 Million
0.35% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
29,433
shares
|
$2.44 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.39%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
29,363
shares
|
$2.43 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
29,246
shares
|
$2.42 Million
0.3% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
29,172
shares
|
$2.42 Million
2.45% of portfolio
|
Q4 2024
Added 550.87%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
29,125
shares
|
$2.41 Million
0.08% of portfolio
|
Q3 2025
Added 17.55%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 13, 2026 Q4 2025 |
29,111
shares
|
$2.41 Million
0.87% of portfolio
|
Q4 2025
Reduced 4.73%
|
|
|
Barry Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
29,053
shares
|
$2.41 Million
0.57% of portfolio
|
Q3 2025
Added 48.52%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
28,946
shares
|
$2.4 Million
1.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
28,784
shares
|
$2.38 Million
0.17% of portfolio
|
Q3 2025
Added 611.07%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
28,766
shares
|
$2.38 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
28,517
shares
|
$2.36 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
28,442
shares
|
$2.36 Million
0.2% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Nov 12, 2025 Q3 2025 |
28,375
shares
|
$2.35 Million
2.12% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
28,344
shares
|
$2.35 Million
0.75% of portfolio
|
Q3 2025
Added 23.9%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
28,179
shares
|
$2.33 Million
2.31% of portfolio
|
Q2 2025
New holding
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
28,095
shares
|
$2.33 Million
0.66% of portfolio
|
Q3 2025
Reduced 59.19%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
28,049
shares
|
$2.32 Million
0.19% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 23, 2025 Q3 2025 |
28,008
shares
|
$2.32 Million
1.24% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
27,943
shares
|
$2.31 Million
1.1% of portfolio
|
Q3 2025
Added 7.97%
|
|