Purchases and Sales Made in Q4 2025 in Ishares Barclays 1 3 Year Trea (SHY)
This table provides information about the institutional ownership of Ishares Barclays 1 3 Year Trea (SHY) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES BARCLAYS 1-3 YEAR TREA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2026
Q4 2025
|
Quent Long Short Global Small Cap Fund, LP
New York, NY |
BUY
|
- |
645KNew |
$53.3M - $53.6M
|
645K
$53.4M
|
|
|
Jan 28, 2026
Q4 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
334K+ 770.26% |
$27.6M - $27.8M
|
378K
$31.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
226K+ 101.75% |
$18.7M - $18.8M
|
449K
$37.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
183K+ 12184.8% |
$15.1M - $15.2M
|
184K
$15.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
166K+ 8.25% |
$13.7M - $13.8M
|
2.17M
$180M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
157K+ 38.15% |
$13M - $13M
|
568K
$47M
|
|
|
Jan 23, 2026
Q4 2025
|
Invariant Investment Management
Camp Hill, PA |
BUY
|
- |
107KNew |
$8.87M - $8.92M
|
107K
$8.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
80.7K+ 33.85% |
$6.67M - $6.7M
|
319K
$26.4M
|
|
|
Jan 27, 2026
Q4 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
66.7K+ 2100.6% |
$5.51M - $5.54M
|
69.8K
$5.78M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
62.7K+ 18.83% |
$5.19M - $5.21M
|
396K
$32.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Elevate Capital Advisors, LLC
Eagle, CO |
BUY
|
- |
62.4KNew |
$5.16M - $5.19M
|
62.4K
$5.17M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
60.7K+ 177.48% |
$5.02M - $5.04M
|
94.8K
$7.86M
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
58.9K+ 7.37% |
$4.87M - $4.9M
|
858K
$71.1M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
56.7K+ 27.91% |
$4.69M - $4.71M
|
260K
$21.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
54.3K+ 1930.79% |
$4.49M - $4.51M
|
57.1K
$4.73M
|
|
|
Jan 14, 2026
Q4 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
47.5K+ 6.81% |
$3.93M - $3.95M
|
745K
$61.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
43.2K+ 17.91% |
$3.57M - $3.59M
|
284K
$23.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Tfc Financial Management
|
BUY
|
- |
34.8K+ 3.88% |
$2.88M - $2.89M
|
932K
$77.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
33.3K+ 373.68% |
$2.75M - $2.76M
|
42.2K
$3.49M
|
|
|
Jan 28, 2026
Q4 2025
|
Atwood & Palmer Inc
|
BUY
|
- |
29.7K+ 4.47% |
$2.46M - $2.47M
|
695K
$57.6M
|
|
|
Jan 07, 2026
Q4 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
28K+ 43.59% |
$2.31M - $2.33M
|
92.2K
$7.64M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
25.8KNew |
$2.14M - $2.15M
|
25.8K
$2.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Cambiar Investors LLC
|
BUY
|
- |
24.8K+ 101.56% |
$2.05M - $2.06M
|
49.2K
$4.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
22.8K+ 6.32% |
$1.88M - $1.89M
|
383K
$31.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Shrier Wealth Management, LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$1.8M - $1.81M
|
21.8K
$1.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
20.3KNew |
$1.68M - $1.69M
|
20.3K
$1.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
18.1K+ 79.5% |
$1.5M - $1.5M
|
40.9K
$3.38M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
17.3KNew |
$1.43M - $1.44M
|
17.3K
$1.43M
|
|
|
Jan 22, 2026
Q4 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
16.3K+ 87.18% |
$1.35M - $1.35M
|
34.9K
$2.89M
|
|
|
Jan 28, 2026
Q4 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8K+ 96.6% |
$1.06M - $1.07M
|
26.1K
$2.16M
|
|
|
Jan 27, 2026
Q4 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
12.5K+ 8.9% |
$1.03M - $1.04M
|
153K
$12.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
12.3K+ 170.0% |
$1.02M - $1.02M
|
19.5K
$1.62M
|
|
|
Jan 27, 2026
Q4 2025
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
11.9K+ 5.01% |
$982K - $987K
|
249K
$20.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.1K+ 398.67% |
$915K - $920K
|
13.8K
$1.15M
|
|
|
Jan 20, 2026
Q4 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
10.7K+ 23.84% |
$887K - $892K
|
55.7K
$4.62M
|
|
|
Jan 13, 2026
Q4 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
10.4K+ 8.44% |
$859K - $864K
|
133K
$11.1M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
9.94KNew |
$822K - $826K
|
9.94K
$823K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
9.35K+ 66.59% |
$773K - $777K
|
23.4K
$1.94M
|
|
|
Jan 28, 2026
Q4 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
9.06KNew |
$749K - $753K
|
9.06K
$750K
|
|
|
Jan 21, 2026
Q4 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
9.03K+ 211.16% |
$746K - $750K
|
13.3K
$1.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
9.01K+ 7.14% |
$745K - $749K
|
135K
$11.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
8.94K+ 23.45% |
$739K - $743K
|
47K
$3.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
8.38K+ 100.22% |
$693K - $697K
|
16.7K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.63K+ 18.2% |
$631K - $635K
|
49.6K
$4.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
7.5KNew |
$620K - $623K
|
7.5K
$621K
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
7.48K+ 47.77% |
$619K - $622K
|
23.1K
$1.92M
|
|
|
Jan 20, 2026
Q4 2025
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
7.12K+ 6.77% |
$589K - $592K
|
112K
$9.31M
|
|
|
Jan 26, 2026
Q4 2025
|
Welch Group, LLC
|
BUY
|
- |
7.07K+ 18.33% |
$584K - $587K
|
45.6K
$3.78M
|
|
|
Jan 28, 2026
Q4 2025
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
7.02K+ 107.2% |
$580K - $583K
|
13.6K
$1.12M
|
|
|
Jan 07, 2026
Q4 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6.92K+ 10.65% |
$572K - $575K
|
71.9K
$5.96M
|
|