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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
22,408
shares
|
$1.84 Million
0.57% of portfolio
|
Q3 2023
New holding
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
22,183
shares
|
$1.82 Million
1.65% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Whitcomb & Hess, Inc.
|
Jan 22, 2025 Q4 2024 |
22,167
shares
|
$1.82 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
22,095
shares
|
$1.81 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
22,093
shares
|
$1.81 Million
0.07% of portfolio
|
Q4 2024
Added 777.05%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
21,884
shares
|
$1.79 Million
0.19% of portfolio
|
Q4 2023
Reduced 22.83%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
21,760
shares
|
$1.78 Million
0.43% of portfolio
|
Q4 2023
Reduced 14.55%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
21,718
shares
|
$1.78 Million
0.4% of portfolio
|
Q2 2024
Added 4.44%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
21,522
shares
|
$1.76 Million
0.1% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.76 Million
2.34% of portfolio
|
Q1 2023
New holding
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
21,485
shares
|
$1.76 Million
1.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
21,458
shares
|
$1.76 Million
0.64% of portfolio
|
Q1 2024
Added 117.34%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
21,429
shares
|
$1.76 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,404
shares
|
$1.75 Million
0.26% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
21,366
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 35.79%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
21,349
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,207
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Reduced 23.57%
|
|
|
Independent Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
21,174
shares
|
$1.74 Million
0.92% of portfolio
|
Q4 2024
Reduced 43.61%
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
21,159
shares
|
$1.73 Million
0.39% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
20,765
shares
|
$1.7 Million
0.19% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
20,455
shares
|
$1.68 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Auxano Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
20,404
shares
|
$1.67 Million
0.44% of portfolio
|
Q4 2024
Reduced 48.6%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Jan 28, 2025 Q4 2024 |
20,302
shares
|
$1.66 Million
1.51% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,190
shares
|
$1.65 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,170
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.53%
|