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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
38,667
shares
|
$3.17 Million
0.76% of portfolio
|
Q3 2024
Reduced 50.78%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
38,388
shares
|
$3.15 Million
0.05% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,315
shares
|
$3.14 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,051
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
37,703
shares
|
$3.09 Million
0.45% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
37,630
shares
|
$3.08 Million
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,459
shares
|
$3.07 Million
0.73% of portfolio
|
Q2 2023
Reduced 14.48%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
37,072
shares
|
$3.04 Million
1.8% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
36,679
shares
|
$3.01 Million
0.3% of portfolio
|
Q4 2024
Added 613.46%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
36,349
shares
|
$2.98 Million
2.81% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
35,924
shares
|
$2.94 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
35,908
shares
|
$2.94 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
35,704
shares
|
$2.93 Million
6.25% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
35,545
shares
|
$2.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.39%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
35,137
shares
|
$2.88 Million
1.07% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
34,878
shares
|
$2.86 Million
1.38% of portfolio
|
Q4 2024
Reduced 36.69%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
34,396
shares
|
$2.82 Million
1.1% of portfolio
|
Q3 2024
Added 34.21%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
33,673
shares
|
$2.76 Million
0.14% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
33,651
shares
|
$2.76 Million
1.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
33,580
shares
|
$2.75 Million
0.99% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,577
shares
|
$2.75 Million
0.27% of portfolio
|
Q4 2022
Reduced 21.82%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
33,455
shares
|
$2.74 Million
1.85% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
32,984
shares
|
$2.7 Million
0.49% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Jan 14, 2025 Q4 2024 |
32,601
shares
|
$2.67 Million
1.27% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
32,533
shares
|
$2.67 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.62%
|