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 |
|---|---|---|---|---|---|
|
Insight Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
3,819
shares
|
$316,327
0.05% of portfolio
|
Q3 2025
Added 24.28%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
3,816
shares
|
$316,079
0.04% of portfolio
|
Q4 2025
Reduced 30.26%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
3,809
shares
|
$315,499
0.11% of portfolio
|
Q4 2025
Added 18.85%
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
3,807
shares
|
$315,333
0.04% of portfolio
|
Q3 2025
Reduced 9.49%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
3,804
shares
|
$315,085
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 14, 2025 Q3 2025 |
3,800
shares
|
$314,754
0.16% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 07, 2025 Q3 2025 |
3,763
shares
|
$311,689
0.08% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
3,722
shares
|
$308,293
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
3,708
shares
|
$307,133
0.13% of portfolio
|
Q4 2025
Added 0.62%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
3,698
shares
|
$306,305
0.01% of portfolio
|
Q3 2025
Reduced 25.85%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,692
shares
|
$305,808
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
3,688
shares
|
$305,477
0.11% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,679
shares
|
$304,731
0.17% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
3,662
shares
|
$303,323
0.04% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
3,619
shares
|
$299,761
0.06% of portfolio
|
Q3 2025
Reduced 7.04%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
3,612
shares
|
$299,181
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,610
shares
|
$299,016
0.05% of portfolio
|
Q3 2025
Reduced 30.48%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
3,607
shares
|
$298,767
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,593
shares
|
$297,608
0.07% of portfolio
|
Q4 2022
Reduced 25.55%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,586
shares
|
$297,028
0.14% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
3,585
shares
|
$296,945
0.08% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,570
shares
|
$295,703
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
3,565
shares
|
$295,288
0.1% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
3,565
shares
|
$295,288
0.2% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Oct 15, 2025 Q3 2025 |
3,544
shares
|
$293,549
0.23% of portfolio
|
Q1 2025
Reduced 25.62%
|
|