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 1,340 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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
665,235
shares
|
$55.1 Million
3.66% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
618,435
shares
|
$51.2 Million
0.38% of portfolio
|
Q3 2025
Added 10.44%
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
605,726
shares
|
$50.2 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
582,988
shares
|
$48.3 Million
3.4% of portfolio
|
Q3 2025
Added 1773.11%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
562,846
shares
|
$46.6 Million
4.11% of portfolio
|
Q3 2025
Added 12.58%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
562,446
shares
|
$46.6 Million
1.38% of portfolio
|
Q3 2025
Added 23228.33%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
530,933
shares
|
$44 Million
4.37% of portfolio
|
Q3 2025
Reduced 16.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
525,451
shares
|
$43.5 Million
0.05% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
517,739
shares
|
$42.9 Million
23.83% of portfolio
|
Q3 2025
Added 230.18%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
517,731
shares
|
$42.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
513,036
shares
|
$42.5 Million
0.57% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Silicon Valley Capital Partners
|
Nov 14, 2025 Q3 2025 |
507,541
shares
|
$42 Million
3.98% of portfolio
|
Q3 2025
Added 10.38%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
501,417
shares
|
$41.5 Million
0.02% of portfolio
|
Q3 2025
Added 35.39%
|
|
|
America First Investment Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
469,851
shares
|
$38.9 Million
8.07% of portfolio
|
Q3 2025
Added 3.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
461,199
shares
|
$38.2 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
457,035
shares
|
$37.9 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.42%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
437,915
shares
|
$36.3 Million
0.23% of portfolio
|
Q2 2023
Added 36.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
437,386
shares
|
$36.2 Million
0.63% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
422,030
shares
|
$35 Million
1.65% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
417,575
shares
|
$34.6 Million
0.69% of portfolio
|
Q3 2025
Reduced 10.07%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
414,823
shares
|
$34.4 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
410,805
shares
|
$34 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
406,980
shares
|
$33.7 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
399,452
shares
|
$33.1 Million
1.01% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
396,918
shares
|
$32.9 Million
0.12% of portfolio
|
Q2 2023
Added 15.7%
|
|