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 |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
139,479
shares
|
$11.6 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 03, 2025 Q3 2025 |
139,475
shares
|
$11.6 Million
3.58% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
138,942
shares
|
$11.5 Million
0.89% of portfolio
|
Q3 2025
Added 488.79%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
135,774
shares
|
$11.2 Million
4.14% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
134,039
shares
|
$11.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
133,795
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
133,746
shares
|
$11.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
132,016
shares
|
$10.9 Million
2.32% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
131,408
shares
|
$10.9 Million
12.79% of portfolio
|
Q2 2024
Added 269.89%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
131,270
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2025
Reduced 11.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
130,722
shares
|
$10.8 Million
0.05% of portfolio
|
Q3 2025
Added 51.53%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
128,537
shares
|
$10.6 Million
0.81% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
127,880
shares
|
$10.6 Million
0.82% of portfolio
|
Q3 2025
Reduced 83.32%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
127,131
shares
|
$10.5 Million
0.02% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
126,176
shares
|
$10.5 Million
0.9% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
125,197
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.13%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 14, 2025 Q3 2025 |
123,022
shares
|
$10.2 Million
2.95% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
122,491
shares
|
$10.1 Million
1.31% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
122,388
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2025
Added 207.31%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Nov 10, 2025 Q3 2025 |
122,246
shares
|
$10.1 Million
2.74% of portfolio
|
Q3 2025
Added 486.28%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
121,170
shares
|
$10 Million
0.06% of portfolio
|
Q3 2025
Added 42.59%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
120,510
shares
|
$9.98 Million
1.13% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
116,320
shares
|
$9.63 Million
0.13% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
115,787
shares
|
$9.59 Million
0.17% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
114,328
shares
|
$9.47 Million
3.5% of portfolio
|
Q3 2025
Added 7.48%
|
|