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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
227,701
shares
|
$18.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.39%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
222,472
shares
|
$18.4 Million
0.03% of portfolio
|
Q3 2025
Added 8.68%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
221,688
shares
|
$18.4 Million
0.45% of portfolio
|
Q3 2025
Reduced 7.57%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$17.9 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
212,734
shares
|
$17.6 Million
0.09% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2025 Q3 2025 |
212,702
shares
|
$17.6 Million
7.94% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Ballast, Inc.
|
Nov 07, 2025 Q3 2025 |
205,111
shares
|
$17 Million
4.14% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
203,194
shares
|
$16.8 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
199,544
shares
|
$16.5 Million
4.73% of portfolio
|
Q3 2025
Reduced 34.93%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
195,595
shares
|
$16.2 Million
2.1% of portfolio
|
Q2 2025
Added 1927.31%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
191,870
shares
|
$15.9 Million
0.13% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
188,929
shares
|
$15.6 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
187,878
shares
|
$15.6 Million
1.53% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
187,228
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
185,038
shares
|
$15.3 Million
0.58% of portfolio
|
Q3 2025
Reduced 21.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
184,453
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2025
Added 21.04%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
184,065
shares
|
$15.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 97.73%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
180,750
shares
|
$15 Million
9.05% of portfolio
|
Q3 2025
Reduced 25.49%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
178,420
shares
|
$14.8 Million
1.65% of portfolio
|
Q3 2025
Added 69.19%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
173,410
shares
|
$14.4 Million
2.48% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
171,775
shares
|
$14.2 Million
0.13% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
171,739
shares
|
$14.2 Million
0.65% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
169,579
shares
|
$14 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
167,518
shares
|
$13.9 Million
0.84% of portfolio
|
Q3 2025
Reduced 21.95%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.9 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|