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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,590
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Barry Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
18,494
shares
|
$1.52 Million
0.5% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,435
shares
|
$1.51 Million
0.47% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,422
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
18,409
shares
|
$1.51 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
18,406
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
18,346
shares
|
$1.5 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
18,300
shares
|
$1.5 Million
0.14% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Jan 31, 2025 Q4 2024 |
18,257
shares
|
$1.5 Million
0.8% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,103
shares
|
$1.48 Million
0.53% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
18,098
shares
|
$1.48 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Jan 28, 2025 Q4 2024 |
18,049
shares
|
$1.48 Million
1.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
17,821
shares
|
$1.46 Million
0.08% of portfolio
|
Q4 2024
Added 66.64%
|
|
|
Ndwm LLC
La Jolla, CA |
Feb 04, 2025 Q4 2024 |
17,533
shares
|
$1.44 Million
1.2% of portfolio
|
Q4 2024
Reduced 16.89%
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
17,476
shares
|
$1.43 Million
0.52% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
17,470
shares
|
$1.43 Million
0.59% of portfolio
|
Q4 2024
Added 316.95%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
17,249
shares
|
$1.41 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17,223
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2023
Added 6.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,204
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2023
Reduced 19.97%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
17,193
shares
|
$1.41 Million
0.02% of portfolio
|
Q4 2024
Added 21.53%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
17,173
shares
|
$1.41 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
17,170
shares
|
$1.41 Million
0.2% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
16,981
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
Farmers Trust CO
|
Jan 08, 2025 Q4 2024 |
16,804
shares
|
$1.38 Million
0.26% of portfolio
|
Q4 2024
Added 133.39%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,703
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
New holding
|