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 |
|---|---|---|---|---|---|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
8,059
shares
|
$667,526
0.02% of portfolio
|
Q3 2025
Reduced 59.23%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
7,969
shares
|
$660,072
0.41% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
7,924
shares
|
$656,344
0.32% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,923
shares
|
$656,262
0.02% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Oct 28, 2025 Q3 2025 |
7,815
shares
|
$647,316
0.14% of portfolio
|
Q3 2025
Added 40.18%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
7,763
shares
|
$643,009
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
7,754
shares
|
$642,263
0.17% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
F
|
Nov 13, 2025 Q3 2025 |
7,730
shares
|
$640,275
0.03% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
7,725
shares
|
$639,861
0.02% of portfolio
|
Q3 2025
Reduced 88.42%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 14, 2026 Q4 2025 |
7,708
shares
|
$638,453
0.19% of portfolio
|
Q4 2025
Added 25.8%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,666
shares
|
$634,974
1.15% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Nov 12, 2025 Q3 2025 |
7,654
shares
|
$633,980
0.05% of portfolio
|
Q3 2025
Reduced 28.34%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
7,598
shares
|
$629,342
0.25% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
7,586
shares
|
$628,348
0.07% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
7,565
shares
|
$626,608
0.24% of portfolio
|
Q3 2025
Reduced 33.73%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,534
shares
|
$624,041
0.21% of portfolio
|
Q3 2025
Added 13.12%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
7,530
shares
|
$623,709
0.12% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
7,486
shares
|
$620,065
0.48% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
7,418
shares
|
$614,432
0.12% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
7,412
shares
|
$613,935
0.38% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,305
shares
|
$605,073
0.37% of portfolio
|
Q3 2025
Added 4.51%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
7,303
shares
|
$604,907
0.1% of portfolio
|
Q4 2025
Reduced 3.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
7,284
shares
|
$603,333
0.0% of portfolio
|
Q3 2025
Reduced 82.57%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
7,280
shares
|
$603,002
0.02% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,270
shares
|
$602,174
0.1% of portfolio
|
Q2 2023
New holding
|
|