Purchases and Sales Made in Q4 2025 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
226K+ 101.75% |
$18.7M - $18.8M
|
449K
$37.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 38.15% |
$13M - $13M
|
568K
$47M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
62.7K+ 18.83% |
$5.19M - $5.21M
|
396K
$32.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
60.7K+ 177.48% |
$5.02M - $5.04M
|
94.8K
$7.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58.9K+ 7.37% |
$4.87M - $4.9M
|
858K
$71.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
54.3K+ 1930.79% |
$4.49M - $4.51M
|
57.1K
$4.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
47.5K+ 6.81% |
$3.93M - $3.95M
|
745K
$61.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
43.2K+ 17.91% |
$3.57M - $3.59M
|
284K
$23.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
28K+ 43.59% |
$2.31M - $2.33M
|
92.2K
$7.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25.8KNew |
$2.14M - $2.15M
|
25.8K
$2.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
22.8K+ 6.32% |
$1.88M - $1.89M
|
383K
$31.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.8M - $1.81M
|
21.8K
$1.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.4K+ 8.44% |
$859K - $864K
|
133K
$11.1M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
9.35K+ 66.59% |
$773K - $777K
|
23.4K
$1.94M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
9.01K+ 7.14% |
$745K - $749K
|
135K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.94K+ 23.45% |
$739K - $743K
|
47K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.38K+ 100.22% |
$693K - $697K
|
16.7K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.63K+ 18.2% |
$631K - $635K
|
49.6K
$4.11M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.92K+ 10.65% |
$572K - $575K
|
71.9K
$5.96M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
6.69K+ 14.84% |
$553K - $556K
|
51.8K
$4.29M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.65K+ 2.02% |
$550K - $553K
|
335K
$27.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
BUY
|
- |
6.55K+ 11.87% |
$541K - $544K
|
61.7K
$5.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.51K+ 2.14% |
$455K - $458K
|
262K
$21.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.03K+ 25.48% |
$416K - $418K
|
24.8K
$2.05M
|
|
|
Jan 06, 2026
Q4 2025
|
Beacon Wealthcare LLC
Raleigh, NC |
BUY
|
- |
4.91K+ 5.09% |
$406K - $408K
|
101K
$8.38M
|
|
|
Jan 12, 2026
Q4 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
4.66K+ 12.33% |
$385K - $387K
|
42.5K
$3.52M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.16K+ 163.46% |
$344K - $346K
|
6.71K
$555K
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
4.14KNew |
$343K - $344K
|
4.14K
$343K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
3.98K+ 4.7% |
$329K - $331K
|
88.8K
$7.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
3.18KNew |
$263K - $264K
|
3.18K
$263K
|
|
|
Jan 16, 2026
Q4 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
3.06K+ 16.19% |
$253K - $254K
|
21.9K
$1.82M
|
|
|
Jan 15, 2026
Q4 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
3.04K+ 10.96% |
$251K - $253K
|
30.8K
$2.55M
|
|
|
Jan 07, 2026
Q4 2025
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
3.01K+ 10.47% |
$249K - $250K
|
31.7K
$2.63M
|
|
|
Jan 15, 2026
Q4 2025
|
Independence Financial Advisors, LLC
Franklin, NH |
BUY
|
- |
2.92K+ 3.42% |
$242K - $243K
|
88.4K
$7.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.92K+ 2.64% |
$242K - $243K
|
114K
$9.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Range Financial Group LLC
|
BUY
|
- |
2.88KNew |
$238K - $239K
|
2.88K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.88KNew |
$238K - $239K
|
2.88K
$238K
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
2.84K+ 3.3% |
$235K - $236K
|
88.7K
$7.34M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.83KNew |
$234K - $235K
|
2.83K
$234K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.71KNew |
$224K - $226K
|
2.71K
$225K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.59K+ 12.6% |
$214K - $216K
|
23.2K
$1.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.45K+ 7.27% |
$202K - $203K
|
36.1K
$2.99M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.41K+ 64.75% |
$199K - $200K
|
6.13K
$508K
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
2.31K+ 3.02% |
$191K - $192K
|
79K
$6.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
2.24KNew |
$185K - $186K
|
2.24K
$185K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
2.2KNew |
$182K - $183K
|
2.2K
$182K
|
|
|
Jan 14, 2026
Q4 2025
|
Edge Rock Capital LLC
|
BUY
|
- |
2.16K+ 63.42% |
$179K - $180K
|
5.57K
$461K
|
|
|
Jan 15, 2026
Q4 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.99K+ 3.66% |
$165K - $166K
|
56.4K
$4.67M
|
|
|
Jan 08, 2026
Q4 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.93K+ 6.49% |
$160K - $160K
|
31.7K
$2.62M
|
|
|
Jan 14, 2026
Q4 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.58K+ 25.8% |
$131K - $131K
|
7.71K
$638K
|
|