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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
27,899
shares
|
$2.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
27,742
shares
|
$2.3 Million
1.35% of portfolio
|
Q3 2025
Added 8.3%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
27,712
shares
|
$2.3 Million
1.84% of portfolio
|
Q3 2025
Reduced 7.23%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
27,522
shares
|
$2.28 Million
1.74% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27,346
shares
|
$2.27 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Timelo Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
27,100
shares
|
$2.24 Million
0.86% of portfolio
|
Q3 2025
Reduced 47.98%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
26,939
shares
|
$2.23 Million
0.58% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
26,929
shares
|
$2.23 Million
0.28% of portfolio
|
Q3 2025
Added 64.75%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2025 Q3 2025 |
26,830
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2025
Reduced 18.77%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
26,525
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Cornell University
New York, NY |
Dec 02, 2024 Q3 2024 |
26,516
shares
|
$2.2 Million
64.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
26,487
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
25,949
shares
|
$2.15 Million
0.08% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
25,900
shares
|
$2.15 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.85%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
25,830
shares
|
$2.14 Million
0.23% of portfolio
|
Q4 2025
New holding
|
|
|
Westwood Wealth Management
|
Oct 24, 2025 Q3 2025 |
25,750
shares
|
$2.13 Million
0.81% of portfolio
|
Q3 2025
Added 90.74%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
25,706
shares
|
$2.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
25,690
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2025
Added 89.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
25,526
shares
|
$2.11 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
25,504
shares
|
$2.11 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
25,347
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
25,325
shares
|
$2.1 Million
0.07% of portfolio
|
Q3 2025
Added 28.09%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
25,241
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2025
Added 6.64%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
25,000
shares
|
$2.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
24,983
shares
|
$2.07 Million
0.58% of portfolio
|
Q3 2025
Added 12.63%
|
|