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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
4,858
shares
|
$402,388
0.14% of portfolio
|
Q3 2025
Reduced 30.38%
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 30, 2025 Q3 2025 |
4,855
shares
|
$402,139
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2025 Q3 2025 |
4,844
shares
|
$401,228
0.13% of portfolio
|
Q3 2025
Added 73.37%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
4,802
shares
|
$397,749
0.23% of portfolio
|
Q4 2025
Added 13.58%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
4,775
shares
|
$395,513
0.06% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
4,771
shares
|
$395,181
0.04% of portfolio
|
Q4 2025
Reduced 83.67%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,767
shares
|
$394,850
0.6% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
4,764
shares
|
$394,602
0.04% of portfolio
|
Q4 2025
Reduced 6.61%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$394,022
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,747
shares
|
$393,194
0.04% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,723
shares
|
$391,206
0.02% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$390,460
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
4,702
shares
|
$389,466
0.23% of portfolio
|
Q3 2025
Added 5.43%
|
|
|
Fortem Financial Group, LLC
|
Nov 04, 2025 Q3 2025 |
4,698
shares
|
$389,135
0.12% of portfolio
|
Q3 2025
Reduced 41.13%
|
|
|
Charles Schwab Trust CO
|
Jan 08, 2026 Q4 2025 |
4,697
shares
|
$389,052
0.03% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,686
shares
|
$388,141
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,685
shares
|
$388,058
0.06% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
4,675
shares
|
$387,230
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
4,655
shares
|
$385,573
0.01% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 14, 2025 Q3 2025 |
4,646
shares
|
$384,828
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
4,635
shares
|
$383,917
0.02% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
4,617
shares
|
$382,426
0.01% of portfolio
|
Q3 2025
Reduced 40.1%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
4,583
shares
|
$379,609
0.06% of portfolio
|
Q4 2023
Reduced 94.88%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
4,532
shares
|
$375,385
0.17% of portfolio
|
Q3 2025
Reduced 2.1%
|
|