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 1,264 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
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%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
32,981
shares
|
$2.7 Million
0.31% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
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%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
32,492
shares
|
$2.66 Million
0.16% of portfolio
|
Q4 2024
Reduced 37.0%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
32,424
shares
|
$2.65 Million
0.91% of portfolio
|
Q4 2024
Added 35.12%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
32,394
shares
|
$2.65 Million
1.19% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
32,371
shares
|
$2.65 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
32,315
shares
|
$2.65 Million
0.22% of portfolio
|
Q3 2022
Added 208.79%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
31,938
shares
|
$2.62 Million
0.27% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
31,881
shares
|
$2.61 Million
0.63% of portfolio
|
Q4 2024
Added 80.2%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
31,802
shares
|
$2.6 Million
0.72% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
31,597
shares
|
$2.59 Million
0.41% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Jan 30, 2025 Q4 2024 |
31,541
shares
|
$2.58 Million
2.56% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
31,536
shares
|
$2.58 Million
0.75% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
31,443
shares
|
$2.57 Million
0.5% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Martin Capital Partners, LLC
|
Jan 27, 2025 Q4 2024 |
31,341
shares
|
$2.57 Million
3.05% of portfolio
|
Q4 2024
Reduced 30.57%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
31,337
shares
|
$2.57 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
31,309
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
Reduced 94.2%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
31,297
shares
|
$2.56 Million
0.41% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
31,294
shares
|
$2.56 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
31,064
shares
|
$2.54 Million
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
31,035
shares
|
$2.54 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.64%
|