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 1,252 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
26,880
shares
|
$2.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
26,768
shares
|
$2.19 Million
0.24% of portfolio
|
Q3 2024
Added 38.01%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
26,680
shares
|
$2.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Cornell University
New York, NY |
Dec 02, 2024 Q3 2024 |
26,516
shares
|
$2.17 Million
64.0% of portfolio
|
Q3 2024
Reduced 36.59%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
26,277
shares
|
$2.15 Million
0.78% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
26,119
shares
|
$2.14 Million
0.19% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
26,095
shares
|
$2.14 Million
0.6% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
26,084
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
26,069
shares
|
$2.14 Million
0.06% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
26,034
shares
|
$2.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.1%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
25,970
shares
|
$2.13 Million
1.51% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
25,961
shares
|
$2.13 Million
0.62% of portfolio
|
Q4 2024
Added 82.77%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
25,958
shares
|
$2.13 Million
0.03% of portfolio
|
Q4 2024
Added 40.98%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
25,836
shares
|
$2.12 Million
0.12% of portfolio
|
Q4 2024
Reduced 32.7%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
25,723
shares
|
$2.11 Million
2.18% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
25,715
shares
|
$2.11 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,582
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
25,565
shares
|
$2.1 Million
0.98% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
25,531
shares
|
$2.09 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
25,290
shares
|
$2.07 Million
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
25,159
shares
|
$2.06 Million
1.36% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
25,009
shares
|
$2.05 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
24,923
shares
|
$2.04 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,744
shares
|
$2.03 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.54%
|