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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
18,624
shares
|
$1.54 Million
0.04% of portfolio
|
Q3 2025
Reduced 76.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,590
shares
|
$1.54 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
18,483
shares
|
$1.53 Million
1.28% of portfolio
|
Q4 2025
Reduced 1.98%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
18,443
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
18,427
shares
|
$1.53 Million
0.18% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,422
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Towercrest Capital Management
Newtown, PA |
Oct 24, 2025 Q3 2025 |
18,263
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
18,187
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
18,146
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 31.26%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
18,145
shares
|
$1.5 Million
0.44% of portfolio
|
Q4 2025
Reduced 3.36%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,103
shares
|
$1.5 Million
0.53% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
17,821
shares
|
$1.48 Million
0.07% of portfolio
|
Q3 2025
Added 569.21%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
17,592
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
17,475
shares
|
$1.45 Million
0.81% of portfolio
|
Q4 2025
Added 0.65%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
17,415
shares
|
$1.44 Million
0.06% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 08, 2026 Q4 2025 |
17,310
shares
|
$1.43 Million
0.58% of portfolio
|
Q4 2025
Added 7.77%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
17,249
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17,223
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2023
Added 6.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,204
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2023
Reduced 19.97%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
17,019
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
16,955
shares
|
$1.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
16,762
shares
|
$1.39 Million
0.17% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
16,748
shares
|
$1.39 Million
0.22% of portfolio
|
Q4 2025
Added 100.22%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
16,684
shares
|
$1.38 Million
0.81% of portfolio
|
Q3 2025
Added 33.86%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
16,633
shares
|
$1.38 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|