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 |
|---|---|---|---|---|---|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
5,282
shares
|
$437,508
0.07% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Twele Capital Management, Inc.
|
Jan 09, 2026 Q4 2025 |
5,281
shares
|
$437,425
0.08% of portfolio
|
Q4 2025
Added 6.15%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
5,278
shares
|
$437,176
0.06% of portfolio
|
Q3 2025
Reduced 56.54%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
5,275
shares
|
$436,928
0.43% of portfolio
|
Q3 2025
Reduced 11.4%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
5,268
shares
|
$436,348
0.05% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,246
shares
|
$434,526
0.02% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
5,208
shares
|
$431,378
0.08% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
5,192
shares
|
$430,053
0.19% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
5,157
shares
|
$427,154
0.23% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
5,150
shares
|
$426,574
0.17% of portfolio
|
Q2 2025
Added 8.42%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
5,136
shares
|
$425,414
0.04% of portfolio
|
Q3 2025
Reduced 37.63%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
5,131
shares
|
$425,000
0.04% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
5,100
shares
|
$422,433
0.21% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Allen Capital Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,090
shares
|
$421,604
0.04% of portfolio
|
Q3 2025
Reduced 22.17%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
5,006
shares
|
$414,646
0.08% of portfolio
|
Q3 2025
Reduced 68.93%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
5,000
shares
|
$414,150
0.13% of portfolio
|
Q1 2021
Reduced 0.32%
|
|
|
Renasant Bank
|
Nov 05, 2025 Q3 2025 |
4,977
shares
|
$412,244
0.3% of portfolio
|
Q3 2025
Reduced 18.78%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 04, 2025 Q3 2025 |
4,975
shares
|
$412,079
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
4,970
shares
|
$411,665
0.0% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
4,966
shares
|
$411,333
0.03% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
4,965
shares
|
$411,250
0.03% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
4,882
shares
|
$404,376
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
4,873
shares
|
$403,630
0.05% of portfolio
|
Q4 2025
Reduced 17.95%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
4,872
shares
|
$403,547
0.09% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Nov 03, 2025 Q3 2025 |
4,871
shares
|
$403,464
0.26% of portfolio
|
Q1 2025
Added 6.7%
|
|