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 |
|---|---|---|---|---|---|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Nov 06, 2025 Q3 2025 |
66
shares
|
$5,466
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Oct 07, 2025 Q3 2025 |
65
shares
|
$5,383
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
54
shares
|
$4,472
0.0% of portfolio
|
Q3 2025
Reduced 15.63%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
52
shares
|
$4,307
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
48
shares
|
$3,975
0.0% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$3,230
0.01% of portfolio
|
Q3 2025
Reduced 98.75%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
36
shares
|
$2,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
32
shares
|
$2,650
0.0% of portfolio
|
Q3 2025
Reduced 98.98%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
30
shares
|
$2,484
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
25
shares
|
$2,070
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
24
shares
|
$1,987
0.0% of portfolio
|
Q3 2025
Reduced 92.11%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,656
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
20
shares
|
$1,656
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
15
shares
|
$1,242
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
14
shares
|
$1,159
0.0% of portfolio
|
Q2 2025
Reduced 94.7%
|
|
|
Townsend Asset Management Corp
|
Oct 16, 2025 Q3 2025 |
11
shares
|
$911
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Catherine Avery Investment Management LLC
Longboat Key, FL |
Jan 05, 2026 Q4 2025 |
8
shares
|
$662
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
7
shares
|
$579
0.0% of portfolio
|
Q2 2025
Reduced 41.67%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q3 2025
Reduced 70.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
5
shares
|
$414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$248
0.0% of portfolio
|
Q2 2021
Reduced 83.33%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3
shares
|
$248
0.0% of portfolio
|
Q3 2025
Reduced 99.96%
|
|