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 1,341 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 |
|---|---|---|---|---|---|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,262
shares
|
$104,531
0.0% of portfolio
|
Q3 2025
Added 46.4%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
1,249
shares
|
$103,454
0.01% of portfolio
|
Q4 2019
Reduced 27.38%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
1,200
shares
|
$99,396
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,193
shares
|
$98,816
0.0% of portfolio
|
Q3 2025
Added 47.28%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,182
shares
|
$97,905
0.05% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,164
shares
|
$96,414
0.0% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,125
shares
|
$93,183
0.03% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
1,116
shares
|
$92,438
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,100
shares
|
$91,113
0.0% of portfolio
|
Q3 2025
Reduced 67.92%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,088
shares
|
$90,119
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
1,065
shares
|
$88,213
0.01% of portfolio
|
Q2 2025
Reduced 24.95%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,019
shares
|
$84,403
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Nov 14, 2025 Q3 2025 |
965
shares
|
$79,930
0.0% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
941
shares
|
$77,943
0.04% of portfolio
|
Q3 2025
Reduced 26.14%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
908
shares
|
$75,209
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
894
shares
|
$74,050
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
875
shares
|
$72,476
0.04% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
871
shares
|
$72,144
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
844
shares
|
$69,908
0.01% of portfolio
|
Q1 2025
Reduced 15.26%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
843
shares
|
$69,825
0.02% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
825
shares
|
$68,334
0.01% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
800
shares
|
$66,264
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
796
shares
|
$65,932
0.0% of portfolio
|
Q2 2025
Reduced 95.08%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
782
shares
|
$64,773
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
775
shares
|
$64,193
0.02% of portfolio
|
Q3 2025
New holding
|
|