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 |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
6,001
shares
|
$491,901
0.14% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Summa Corp.
Tomball, TX |
Jan 23, 2025 Q4 2024 |
6,000
shares
|
$491,820
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,936
shares
|
$486,573
0.35% of portfolio
|
Q1 2024
Added 4.82%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
5,885
shares
|
$482,393
0.17% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,842
shares
|
$478,868
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
5,840
shares
|
$478,704
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
5,827
shares
|
$477,639
0.15% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,820
shares
|
$477,065
0.74% of portfolio
|
Q3 2023
Reduced 24.81%
|
|
|
Bts Asset Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,799
shares
|
$475,344
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,784
shares
|
$474,114
0.12% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,775
shares
|
$473,376
0.03% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
5,766
shares
|
$472,639
0.21% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,765
shares
|
$472,557
0.04% of portfolio
|
Q4 2024
Reduced 70.37%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,758
shares
|
$471,983
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$471,327
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
5,730
shares
|
$469,688
0.1% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
5,720
shares
|
$468,868
0.38% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,700
shares
|
$467,229
0.07% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,676
shares
|
$465,261
0.12% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,672
shares
|
$464,933
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
5,657
shares
|
$463,704
0.17% of portfolio
|
Q3 2024
Reduced 92.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$461,327
0.01% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,625
shares
|
$461,081
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,569
shares
|
$456,490
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,565
shares
|
$456,163
0.02% of portfolio
|
Q3 2021
Added 53.52%
|