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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,749
shares
|
$807,509
0.05% of portfolio
|
Q3 2025
Reduced 81.74%
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
9,690
shares
|
$802,622
0.35% of portfolio
|
Q2 2025
Added 61.5%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Jan 14, 2026 Q4 2025 |
9,666
shares
|
$800,634
0.45% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,645
shares
|
$798,895
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,606
shares
|
$795,664
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,533
shares
|
$789,618
0.42% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
9,502
shares
|
$787,050
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,500
shares
|
$786,885
0.5% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
9,436
shares
|
$781,583
0.09% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
9,397
shares
|
$778,353
0.07% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
9,250
shares
|
$766,177
7.55% of portfolio
|
Q1 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
9,200
shares
|
$762,036
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
9,182
shares
|
$760,545
0.05% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 06, 2025 Q3 2025 |
9,125
shares
|
$755,823
0.04% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
9,113
shares
|
$754,829
0.04% of portfolio
|
Q3 2025
Reduced 53.96%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
9,096
shares
|
$753,421
0.25% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
9,078
shares
|
$751,930
0.2% of portfolio
|
Q3 2025
Added 24.9%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,062
shares
|
$750,605
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
9,039
shares
|
$748,700
0.13% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
9,022
shares
|
$747,292
0.06% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
9,003
shares
|
$745,718
0.04% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,967
shares
|
$742,736
0.49% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
8,899
shares
|
$737,104
0.02% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
8,895
shares
|
$736,772
0.18% of portfolio
|
Q3 2025
Added 37.99%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
8,861
shares
|
$733,956
0.06% of portfolio
|
Q2 2025
Reduced 22.61%
|
|