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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
45,539
shares
|
$3.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
45,253
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.65%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
45,147
shares
|
$3.7 Million
1.58% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
44,723
shares
|
$3.67 Million
0.47% of portfolio
|
Q3 2024
Reduced 49.81%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
44,109
shares
|
$3.62 Million
5.85% of portfolio
|
Q2 2024
Added 78.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
44,104
shares
|
$3.62 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
44,099
shares
|
$3.61 Million
0.26% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
43,736
shares
|
$3.59 Million
0.3% of portfolio
|
Q4 2024
Added 71.36%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
43,629
shares
|
$3.58 Million
0.17% of portfolio
|
Q4 2024
Added 68.37%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
43,347
shares
|
$3.55 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
43,290
shares
|
$3.55 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
42,095
shares
|
$3.45 Million
0.15% of portfolio
|
Q3 2024
Added 1277.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.41 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
41,571
shares
|
$3.41 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
41,470
shares
|
$3.4 Million
1.07% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
41,212
shares
|
$3.38 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
41,160
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2024
Added 481.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40,913
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
40,675
shares
|
$3.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
40,605
shares
|
$3.33 Million
0.58% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
40,132
shares
|
$3.29 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
40,038
shares
|
$3.28 Million
0.23% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,028
shares
|
$3.28 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
39,687
shares
|
$3.25 Million
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
39,376
shares
|
$3.23 Million
1.35% of portfolio
|
Q4 2024
Reduced 20.83%
|