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 1,247 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
94,158
shares
|
$7.72 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
93,903
shares
|
$7.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 37.61%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
92,827
shares
|
$7.61 Million
3.18% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
92,442
shares
|
$7.58 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
91,739
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
91,705
shares
|
$7.52 Million
0.53% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
91,096
shares
|
$7.47 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
90,966
shares
|
$7.46 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
90,248
shares
|
$7.4 Million
0.08% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
90,225
shares
|
$7.4 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
90,059
shares
|
$7.38 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
89,661
shares
|
$7.35 Million
2.98% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
89,657
shares
|
$7.35 Million
1.8% of portfolio
|
Q3 2024
Added 108.49%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
89,498
shares
|
$7.34 Million
6.36% of portfolio
|
Q4 2024
Added 62.3%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
89,020
shares
|
$7.3 Million
2.89% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
88,798
shares
|
$7.28 Million
0.17% of portfolio
|
Q3 2024
Added 94.67%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
87,824
shares
|
$7.2 Million
0.44% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
87,152
shares
|
$7.14 Million
5.9% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
87,063
shares
|
$7.14 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
86,251
shares
|
$7.07 Million
0.25% of portfolio
|
Q4 2024
Added 76.74%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
85,202
shares
|
$6.98 Million
0.53% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Nov 12, 2024 Q3 2024 |
84,538
shares
|
$6.93 Million
2.83% of portfolio
|
Q3 2024
Added 32.05%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
84,322
shares
|
$6.91 Million
4.74% of portfolio
|
Q3 2024
Reduced 44.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
84,108
shares
|
$6.89 Million
0.16% of portfolio
|
Q1 2024
Reduced 84.8%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
83,526
shares
|
$6.85 Million
0.16% of portfolio
|
Q4 2024
Added 10.76%
|