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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
16,582
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2025
Added 18.61%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
16,500
shares
|
$1.37 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.47%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
16,253
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Boston Partners
Boston, MA |
Nov 13, 2025 Q3 2025 |
16,174
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
16,167
shares
|
$1.34 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
16,101
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.28%
|
|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
15,971
shares
|
$1.32 Million
0.9% of portfolio
|
Q3 2025
Reduced 18.12%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
15,942
shares
|
$1.32 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
15,914
shares
|
$1.32 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,806
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2023
Reduced 16.1%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
15,662
shares
|
$1.3 Million
0.37% of portfolio
|
Q3 2025
Added 16.42%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
15,612
shares
|
$1.29 Million
0.44% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Gen Trust, LLC
|
Nov 06, 2025 Q3 2025 |
15,545
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
15,530
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
15,488
shares
|
$1.28 Million
0.09% of portfolio
|
Q3 2025
Added 491.6%
|
|
|
St. James Investment Company, LLC
|
Oct 29, 2025 Q3 2025 |
15,415
shares
|
$1.28 Million
0.21% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
J. W. Coons Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
15,344
shares
|
$1.27 Million
0.3% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Benedict Financial Advisors Inc
|
Nov 03, 2025 Q3 2025 |
15,294
shares
|
$1.27 Million
0.28% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,233
shares
|
$1.26 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
15,203
shares
|
$1.26 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Oct 28, 2025 Q3 2025 |
15,153
shares
|
$1.26 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
15,141
shares
|
$1.25 Million
1.39% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,118
shares
|
$1.25 Million
0.18% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
15,105
shares
|
$1.25 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
14,979
shares
|
$1.24 Million
0.57% of portfolio
|
Q3 2025
Reduced 1.58%
|
|