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 |
|---|---|---|---|---|---|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
62,844
shares
|
$5.15 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
62,774
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
61,908
shares
|
$5.07 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,745
shares
|
$4.98 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
60,656
shares
|
$4.97 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
59,923
shares
|
$4.91 Million
0.63% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
59,693
shares
|
$4.89 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
59,463
shares
|
$4.87 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.28%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
59,287
shares
|
$4.86 Million
3.97% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
58,925
shares
|
$4.83 Million
1.88% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
58,239
shares
|
$4.77 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
57,942
shares
|
$4.75 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
57,760
shares
|
$4.73 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
57,283
shares
|
$4.7 Million
0.61% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
57,266
shares
|
$4.69 Million
0.39% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,160
shares
|
$4.69 Million
0.39% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
56,193
shares
|
$4.61 Million
0.4% of portfolio
|
Q3 2024
Added 786.6%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
55,413
shares
|
$4.54 Million
0.15% of portfolio
|
Q3 2024
Reduced 33.45%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
55,176
shares
|
$4.52 Million
0.16% of portfolio
|
Q4 2024
Reduced 30.71%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
54,883
shares
|
$4.5 Million
0.38% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
54,879
shares
|
$4.5 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
54,874
shares
|
$4.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.28%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
54,702
shares
|
$4.48 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
54,227
shares
|
$4.44 Million
1.36% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
54,217
shares
|
$4.44 Million
2.27% of portfolio
|
Q3 2022
Reduced 31.13%
|