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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
24,962
shares
|
$2.07 Million
0.17% of portfolio
|
Q4 2025
Added 3.8%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
24,945
shares
|
$2.07 Million
0.08% of portfolio
|
Q3 2025
Reduced 24.17%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
24,925
shares
|
$2.06 Million
0.16% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
24,787
shares
|
$2.05 Million
0.46% of portfolio
|
Q4 2025
Added 25.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
24,706
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambiar Investors LLC
|
Nov 03, 2025 Q3 2025 |
24,431
shares
|
$2.02 Million
0.1% of portfolio
|
Q3 2025
Reduced 56.72%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
24,389
shares
|
$2.02 Million
1.08% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
24,245
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,089
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
23,992
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
23,842
shares
|
$1.97 Million
0.02% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
23,787
shares
|
$1.97 Million
0.64% of portfolio
|
Q3 2025
Added 15.22%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
23,772
shares
|
$1.97 Million
0.45% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Nov 05, 2025 Q3 2025 |
23,766
shares
|
$1.97 Million
1.0% of portfolio
|
Q3 2025
Added 32.02%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
23,684
shares
|
$1.96 Million
0.7% of portfolio
|
Q3 2025
Added 25.56%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
23,534
shares
|
$1.95 Million
0.08% of portfolio
|
Q3 2023
Reduced 77.81%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
23,498
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Added 20.69%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
23,462
shares
|
$1.94 Million
1.58% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
23,389
shares
|
$1.94 Million
0.21% of portfolio
|
Q4 2025
Added 66.59%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
23,380
shares
|
$1.94 Million
1.44% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
K.J. Harrison & Partners Inc
|
Nov 10, 2025 Q3 2025 |
23,200
shares
|
$1.92 Million
0.3% of portfolio
|
Q4 2023
Added 5.45%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
23,175
shares
|
$1.92 Million
0.17% of portfolio
|
Q4 2025
Added 12.6%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 14, 2026 Q4 2025 |
23,129
shares
|
$1.92 Million
0.5% of portfolio
|
Q4 2025
Reduced 1.25%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 14, 2026 Q4 2025 |
23,035
shares
|
$1.91 Million
1.42% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
23,031
shares
|
$1.91 Million
0.43% of portfolio
|
Q2 2023
New holding
|
|