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 |
|---|---|---|---|---|---|
|
Independence Wealth Advisors, LLC
Independence, OH |
Jan 08, 2026 Q4 2025 |
4,143
shares
|
$343,164
0.19% of portfolio
|
Q4 2025
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,137
shares
|
$342,667
0.12% of portfolio
|
Q4 2023
Added 58.02%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
4,123
shares
|
$341,508
0.09% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
4,121
shares
|
$341,342
0.01% of portfolio
|
Q3 2025
Added 40.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
4,102
shares
|
$339,768
0.04% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$337,366
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
4,068
shares
|
$336,952
0.06% of portfolio
|
Q4 2025
Added 1.17%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2026 Q4 2025 |
3,988
shares
|
$330,326
0.17% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 14, 2026 Q4 2025 |
3,980
shares
|
$329,663
0.17% of portfolio
|
Q4 2025
Reduced 5.95%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
3,974
shares
|
$329,166
0.18% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
3,973
shares
|
$329,083
0.02% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
3,971
shares
|
$328,917
0.02% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Oct 22, 2025 Q3 2025 |
3,938
shares
|
$326,184
0.06% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
3,919
shares
|
$324,610
0.02% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Nov 07, 2025 Q3 2025 |
3,918
shares
|
$324,527
0.22% of portfolio
|
Q3 2025
Reduced 5.27%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 07, 2025 Q3 2025 |
3,915
shares
|
$324,279
0.04% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
3,914
shares
|
$324,196
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,914
shares
|
$324,196
0.33% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
3,912
shares
|
$324,030
0.12% of portfolio
|
Q3 2025
Added 1686.3%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,908
shares
|
$323,699
0.01% of portfolio
|
Q2 2025
Added 86.16%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2025 Q3 2025 |
3,883
shares
|
$321,628
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
3,865
shares
|
$320,137
0.03% of portfolio
|
Q3 2025
Reduced 97.41%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
3,855
shares
|
$319,309
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
3,847
shares
|
$318,647
0.11% of portfolio
|
Q4 2025
Reduced 2.71%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
3,836
shares
|
$317,735
0.04% of portfolio
|
Q3 2025
New holding
|
|