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 |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,505
shares
|
$207,489
0.0% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Gouws Capital LLC
|
Oct 30, 2025 Q3 2025 |
2,500
shares
|
$207,075
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
2,500
shares
|
$207,075
0.05% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,490
shares
|
$206,246
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
2,479
shares
|
$205,335
0.09% of portfolio
|
Q3 2025
Reduced 17.37%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
2,479
shares
|
$205,335
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
2,479
shares
|
$205,335
0.15% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
2,470
shares
|
$204,590
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
2,451
shares
|
$203,016
0.08% of portfolio
|
Q4 2024
Reduced 8.75%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
2,449
shares
|
$202,850
0.04% of portfolio
|
Q3 2025
Reduced 90.77%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
2,447
shares
|
$202,685
0.02% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
2,446
shares
|
$202,602
0.19% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
2,433
shares
|
$201,525
0.06% of portfolio
|
Q3 2025
Added 15.42%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
2,433
shares
|
$201,525
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
2,430
shares
|
$201,276
0.13% of portfolio
|
Q3 2025
Reduced 10.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,418
shares
|
$200,282
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
2,411
shares
|
$199,703
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
2,314
shares
|
$191,668
0.02% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
2,299
shares
|
$190,426
0.05% of portfolio
|
Q3 2025
Reduced 20.17%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
2,267
shares
|
$187,775
0.03% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
2,200
shares
|
$182,226
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Esl Trust Services, LLC
|
Nov 04, 2025 Q3 2025 |
2,194
shares
|
$181,729
0.04% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,172
shares
|
$179,906
0.3% of portfolio
|
Q3 2022
Added 317.69%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,138
shares
|
$177,090
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
2,100
shares
|
$173,943
0.02% of portfolio
|
Q3 2025
Added 366.67%
|
|