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 |
|---|---|---|---|---|---|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
2,965
shares
|
$245,590
0.07% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
2,956
shares
|
$244,845
0.07% of portfolio
|
Q3 2025
Reduced 21.63%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,926
shares
|
$242,360
0.09% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
2,920
shares
|
$241,863
0.03% of portfolio
|
Q4 2025
Reduced 11.89%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 14, 2025 Q3 2025 |
2,919
shares
|
$241,780
0.07% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
2,888
shares
|
$239,213
0.08% of portfolio
|
Q3 2025
Reduced 29.42%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
2,880
shares
|
$238,550
0.1% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
2,877
shares
|
$238,301
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,864
shares
|
$237,225
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
2,861
shares
|
$236,976
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
2,844
shares
|
$235,568
0.07% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,831
shares
|
$234,491
0.04% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
2,830
shares
|
$234,408
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,828
shares
|
$234,243
0.01% of portfolio
|
Q4 2025
Added 4.47%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
2,827
shares
|
$234,160
0.01% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
2,819
shares
|
$233,497
0.16% of portfolio
|
Q3 2025
Reduced 25.32%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$232,172
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 14, 2025 Q3 2025 |
2,798
shares
|
$231,758
0.04% of portfolio
|
Q3 2025
Added 1.75%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,794
shares
|
$231,427
0.07% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
2,777
shares
|
$230,018
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,759
shares
|
$228,527
0.01% of portfolio
|
Q4 2024
Reduced 36.82%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
2,755
shares
|
$228,196
0.05% of portfolio
|
Q2 2025
Reduced 34.09%
|
|
|
Rovin Capital
|
Oct 29, 2025 Q3 2025 |
2,745
shares
|
$227,368
0.06% of portfolio
|
Q3 2025
Reduced 80.8%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,732
shares
|
$226,291
0.09% of portfolio
|
Q3 2023
Reduced 8.93%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
2,731
shares
|
$226,208
0.02% of portfolio
|
Q2 2024
Added 29.51%
|
|