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 |
|---|---|---|---|---|---|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
279,999
shares
|
$23.2 Million
0.42% of portfolio
|
Q3 2025
Added 1592.25%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$23 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
277,277
shares
|
$23 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
274,615
shares
|
$22.7 Million
0.31% of portfolio
|
Q3 2025
Reduced 39.79%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
273,965
shares
|
$22.7 Million
0.14% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
271,437
shares
|
$22.5 Million
0.68% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
269,355
shares
|
$22.3 Million
4.13% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
268,607
shares
|
$22.2 Million
0.43% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
267,954
shares
|
$22.2 Million
0.14% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Gunma Bank,Ltd.
|
Nov 05, 2025 Q3 2025 |
265,000
shares
|
$21.9 Million
6.88% of portfolio
|
Q3 2025
Added 29.27%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
263,490
shares
|
$21.8 Million
0.24% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
256,752
shares
|
$21.3 Million
0.64% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
256,725
shares
|
$21.3 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
254,880
shares
|
$21.1 Million
0.1% of portfolio
|
Q3 2025
Reduced 23.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
254,260
shares
|
$21.1 Million
0.16% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
249,203
shares
|
$20.6 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
244,418
shares
|
$20.2 Million
0.26% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Oct 27, 2025 Q3 2025 |
241,238
shares
|
$20 Million
10.39% of portfolio
|
Q3 2025
Added 9.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
240,780
shares
|
$19.9 Million
0.25% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
238,891
shares
|
$19.8 Million
0.51% of portfolio
|
Q3 2025
Added 9.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
238,291
shares
|
$19.7 Million
0.3% of portfolio
|
Q3 2025
Added 82.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
237,976
shares
|
$19.7 Million
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
237,257
shares
|
$19.7 Million
3.14% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.6 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
230,565
shares
|
$19.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.83%
|
|