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 |
|---|---|---|---|---|---|
|
Dock Street Asset Management Inc
|
Oct 23, 2025 Q3 2025 |
112,877
shares
|
$9.35 Million
0.86% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
112,679
shares
|
$9.33 Million
0.2% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.26 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
110,597
shares
|
$9.16 Million
0.54% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
110,486
shares
|
$9.15 Million
4.49% of portfolio
|
Q3 2025
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
110,134
shares
|
$9.12 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
107,706
shares
|
$8.92 Million
0.07% of portfolio
|
Q3 2025
Reduced 67.19%
|
|
|
Future You Wealth LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
106,856
shares
|
$8.85 Million
4.81% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
106,813
shares
|
$8.85 Million
3.0% of portfolio
|
Q3 2025
Added 5.21%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
106,582
shares
|
$8.83 Million
0.97% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
105,448
shares
|
$8.73 Million
4.96% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
Oct 06, 2025 Q3 2025 |
105,291
shares
|
$8.72 Million
7.85% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 28, 2025 Q3 2025 |
105,223
shares
|
$8.72 Million
3.77% of portfolio
|
Q3 2025
Added 20.38%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
104,182
shares
|
$8.63 Million
0.14% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
103,033
shares
|
$8.53 Million
0.11% of portfolio
|
Q3 2025
Added 8.02%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
102,395
shares
|
$8.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 8.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
101,242
shares
|
$8.39 Million
0.96% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
101,072
shares
|
$8.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.13%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
100,934
shares
|
$8.36 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
100,877
shares
|
$8.36 Million
0.15% of portfolio
|
Q3 2025
Reduced 49.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
100,700
shares
|
$8.34 Million
0.25% of portfolio
|
Q3 2025
Added 18.76%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
100,428
shares
|
$8.32 Million
0.17% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
98,570
shares
|
$8.16 Million
2.92% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
98,137
shares
|
$8.13 Million
0.18% of portfolio
|
Q3 2025
Reduced 7.11%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
97,110
shares
|
$8.04 Million
0.29% of portfolio
|
Q3 2025
Added 2.39%
|
|