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 |
|---|---|---|---|---|---|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
21,202
shares
|
$1.76 Million
0.21% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
21,063
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
21,035
shares
|
$1.74 Million
0.16% of portfolio
|
Q3 2025
Reduced 93.39%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
21,002
shares
|
$1.74 Million
1.3% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
21,000
shares
|
$1.74 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
20,936
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
20,912
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
20,664
shares
|
$1.71 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
20,434
shares
|
$1.69 Million
0.58% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Oct 21, 2025 Q3 2025 |
20,409
shares
|
$1.69 Million
1.45% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
20,089
shares
|
$1.66 Million
0.24% of portfolio
|
Q4 2025
Reduced 66.89%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
20,085
shares
|
$1.66 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
20,060
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 202.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
Oct 22, 2025 Q3 2025 |
19,931
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
19,596
shares
|
$1.62 Million
0.47% of portfolio
|
Q4 2025
Added 7.02%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
19,279
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2025
Reduced 10.09%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
19,241
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
19,150
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Oct 14, 2025 Q3 2025 |
19,132
shares
|
$1.58 Million
1.07% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,070
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
19,040
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Nov 07, 2025 Q3 2025 |
18,866
shares
|
$1.56 Million
0.87% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
18,812
shares
|
$1.56 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Spring Vest Wealth Management LLC
Dallas, TX |
Nov 04, 2025 Q3 2025 |
18,666
shares
|
$1.55 Million
1.14% of portfolio
|
Q3 2025
Reduced 29.43%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 07, 2025 Q3 2025 |
18,655
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.72%
|
|