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 |
|---|---|---|---|---|---|
|
Windward Private Wealth Management Inc.
|
Nov 05, 2025 Q3 2025 |
4,504
shares
|
$373,066
0.13% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
4,462
shares
|
$369,587
0.04% of portfolio
|
Q3 2025
Added 6.62%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,426
shares
|
$366,605
0.06% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
4,407
shares
|
$365,031
0.01% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
4,376
shares
|
$362,464
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
4,368
shares
|
$361,801
0.01% of portfolio
|
Q4 2025
Reduced 10.91%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
4,319
shares
|
$357,742
0.21% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Oct 27, 2025 Q3 2025 |
4,275
shares
|
$354,098
0.82% of portfolio
|
Q1 2023
New holding
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,258
shares
|
$352,690
0.02% of portfolio
|
Q3 2025
Reduced 81.5%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
4,223
shares
|
$349,791
0.19% of portfolio
|
Q1 2025
Reduced 34.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
4,221
shares
|
$349,625
0.0% of portfolio
|
Q3 2025
Reduced 18.86%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
4,220
shares
|
$349,542
0.06% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Hilton Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,218
shares
|
$349,376
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
4,209
shares
|
$348,631
0.0% of portfolio
|
Q4 2023
Added 9.52%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
4,208
shares
|
$348,548
0.06% of portfolio
|
Q1 2019
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,195
shares
|
$347,471
0.01% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,194
shares
|
$347,389
0.03% of portfolio
|
Q3 2021
Added 8.99%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
4,192
shares
|
$347,223
0.06% of portfolio
|
Q3 2025
Reduced 57.95%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
4,172
shares
|
$345,566
0.13% of portfolio
|
Q2 2025
Added 11.82%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,163
shares
|
$344,821
0.04% of portfolio
|
Q4 2022
Added 23.53%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
4,150
shares
|
$343,744
0.01% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
4,147
shares
|
$343,496
0.04% of portfolio
|
Q3 2025
Added 83.25%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
4,146
shares
|
$343,413
0.02% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
4,145
shares
|
$343,330
0.05% of portfolio
|
Q3 2025
Added 20.32%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,143
shares
|
$343,164
0.01% of portfolio
|
Q3 2025
Reduced 4.32%
|
|