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 |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
82,729
shares
|
$6.78 Million
2.03% of portfolio
|
Q4 2024
Reduced 20.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
82,714
shares
|
$6.78 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
82,494
shares
|
$6.76 Million
3.95% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
82,393
shares
|
$6.75 Million
5.3% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
81,399
shares
|
$6.67 Million
0.13% of portfolio
|
Q3 2024
Reduced 35.14%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
81,110
shares
|
$6.65 Million
0.68% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
81,071
shares
|
$6.65 Million
1.24% of portfolio
|
Q4 2024
Reduced 16.92%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
80,799
shares
|
$6.62 Million
3.74% of portfolio
|
Q4 2024
Added 53.21%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
80,080
shares
|
$6.56 Million
4.76% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Kooman & Associates
Altoona, PA |
Feb 03, 2025 Q4 2024 |
79,994
shares
|
$6.56 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
79,029
shares
|
$6.48 Million
1.83% of portfolio
|
Q3 2024
Added 526760.0%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
78,284
shares
|
$6.42 Million
0.98% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
78,106
shares
|
$6.4 Million
4.45% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
77,112
shares
|
$6.32 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
77,016
shares
|
$6.31 Million
5.03% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
75,490
shares
|
$6.19 Million
0.31% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.17 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
74,929
shares
|
$6.14 Million
0.61% of portfolio
|
Q4 2024
Added 1462.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
74,915
shares
|
$6.14 Million
0.01% of portfolio
|
Q4 2024
Added 72.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
74,109
shares
|
$6.07 Million
0.06% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
73,815
shares
|
$6.05 Million
1.92% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
73,604
shares
|
$6.03 Million
2.03% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
73,269
shares
|
$6.01 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
73,112
shares
|
$5.99 Million
0.4% of portfolio
|
Q3 2024
Added 1167.98%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
72,794
shares
|
$5.97 Million
0.78% of portfolio
|
Q4 2024
Added 52.96%
|