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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,864
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.3%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$1.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
12,613
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2025
Reduced 2.04%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
12,613
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 7.96%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
12,609
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
12,573
shares
|
$1.04 Million
0.06% of portfolio
|
Q2 2025
Added 68.35%
|
|
|
Fwl Investment Management, LLC
|
Nov 17, 2025 Q3 2025 |
12,500
shares
|
$1.04 Million
0.28% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
12,463
shares
|
$1.03 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
12,462
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2025
Added 26.4%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
12,412
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2025
Reduced 96.5%
|
|
|
Mcdonald Partners LLC
|
Nov 12, 2025 Q3 2025 |
12,387
shares
|
$1.03 Million
0.32% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,352
shares
|
$1.02 Million
0.16% of portfolio
|
Q3 2025
Reduced 26.82%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,222
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
12,138
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Valpey Financial Services, LLC
Concord, NH |
Nov 06, 2025 Q3 2025 |
12,135
shares
|
$1.01 Million
0.66% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,970
shares
|
$991,475
0.05% of portfolio
|
Q2 2024
Added 18.25%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
11,908
shares
|
$986,339
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
11,833
shares
|
$980,127
0.58% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
11,749
shares
|
$973,169
0.51% of portfolio
|
Q3 2025
Reduced 7.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
11,725
shares
|
$971,181
0.03% of portfolio
|
Q4 2025
Reduced 12.58%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
11,724
shares
|
$971,098
0.01% of portfolio
|
Q3 2025
Reduced 41.55%
|
|
|
Ifs Group,Llc
York, PA |
Nov 10, 2025 Q3 2025 |
11,700
shares
|
$969,111
0.85% of portfolio
|
Q3 2025
New holding
|
|