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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
15,340
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.89%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
15,334
shares
|
$1.26 Million
0.33% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
15,310
shares
|
$1.25 Million
0.07% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,233
shares
|
$1.25 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
15,196
shares
|
$1.25 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
15,179
shares
|
$1.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
15,100
shares
|
$1.24 Million
0.01% of portfolio
|
Q4 2024
Added 259.01%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
14,945
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2024
Reduced 3.93%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
14,934
shares
|
$1.22 Million
0.52% of portfolio
|
Q4 2024
Reduced 30.62%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
14,778
shares
|
$1.21 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
14,756
shares
|
$1.21 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
14,636
shares
|
$1.2 Million
0.16% of portfolio
|
Q4 2024
Added 47.75%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
14,569
shares
|
$1.19 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Company, LLC
|
Nov 12, 2024 Q3 2024 |
14,395
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
14,287
shares
|
$1.17 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
13,791
shares
|
$1.13 Million
0.12% of portfolio
|
Q4 2024
Reduced 36.83%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
13,576
shares
|
$1.11 Million
0.46% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
13,554
shares
|
$1.11 Million
0.86% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,463
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,417
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,406
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
13,397
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,369
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
13,155
shares
|
$1.08 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
13,135
shares
|
$1.08 Million
0.26% of portfolio
|
Q4 2024
Reduced 25.11%
|