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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
14,935
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
14,932
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2025
Reduced 43.17%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
14,718
shares
|
$1.22 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
14,713
shares
|
$1.22 Million
0.38% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
14,699
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
14,557
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
14,497
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 04, 2025 Q3 2025 |
14,316
shares
|
$1.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Independent Family Office, LLC
|
Nov 13, 2025 Q3 2025 |
14,168
shares
|
$1.17 Million
0.51% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Invested Advisors
State College, PA |
Oct 23, 2025 Q3 2025 |
14,066
shares
|
$1.17 Million
1.68% of portfolio
|
Q3 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
14,024
shares
|
$1.16 Million
0.07% of portfolio
|
Q4 2025
Added 9.84%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
13,910
shares
|
$1.15 Million
0.36% of portfolio
|
Q3 2025
Added 220.14%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
13,807
shares
|
$1.14 Million
0.26% of portfolio
|
Q4 2024
Reduced 28.07%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
13,802
shares
|
$1.14 Million
0.5% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Farmers Trust CO
|
Jan 06, 2026 Q4 2025 |
13,801
shares
|
$1.14 Million
0.2% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
13,746
shares
|
$1.14 Million
0.21% of portfolio
|
Q4 2025
Reduced 58.22%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,463
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,369
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Nov 03, 2025 Q3 2025 |
13,284
shares
|
$1.1 Million
0.81% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,283
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.48%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
13,268
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2025
Added 27.7%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
13,217
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,175
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 29.48%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 20, 2025 Q3 2025 |
13,123
shares
|
$1.09 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.82%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
Nov 07, 2025 Q3 2025 |
13,069
shares
|
$1.08 Million
0.42% of portfolio
|
Q3 2025
Added 11.27%
|
|