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 1,276 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
10,103
shares
|
$827,233
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
10,075
shares
|
$824,941
0.52% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
10,072
shares
|
$824,695
0.32% of portfolio
|
Q4 2024
Added 153.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
10,031
shares
|
$821,338
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
10,000
shares
|
$818,800
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$818,800
0.07% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
9,999
shares
|
$818,718
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
9,996
shares
|
$818,472
0.09% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
9,968
shares
|
$816,179
0.32% of portfolio
|
Q4 2024
Reduced 4.51%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
9,952
shares
|
$814,869
0.34% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
9,947
shares
|
$814,460
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
9,916
shares
|
$811,922
0.31% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Feb 11, 2025 Q4 2024 |
9,905
shares
|
$811,021
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,898
shares
|
$810,448
0.09% of portfolio
|
Q3 2023
Added 11.59%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,891
shares
|
$809,875
0.05% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,829
shares
|
$804,798
0.34% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,789
shares
|
$801,523
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
9,700
shares
|
$794,236
0.11% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,645
shares
|
$789,732
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,600
shares
|
$786,048
0.07% of portfolio
|
Q4 2024
Added 173.74%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
9,596
shares
|
$785,720
0.26% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
9,575
shares
|
$784,001
0.04% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,533
shares
|
$780,562
0.42% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,503
shares
|
$778,105
0.06% of portfolio
|
Q4 2024
Added 133.78%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
9,499
shares
|
$777,778
0.32% of portfolio
|
Q4 2024
Reduced 1.45%
|