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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,784
shares
|
$473,593
0.12% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,765
shares
|
$472,038
0.04% of portfolio
|
Q4 2024
Reduced 70.37%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
5,765
shares
|
$472,038
0.21% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
5,758
shares
|
$471,465
0.07% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$470,810
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
5,730
shares
|
$469,172
0.1% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,676
shares
|
$464,750
0.12% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
5,672
shares
|
$464,423
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
5,664
shares
|
$463,768
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
5,657
shares
|
$463,195
0.17% of portfolio
|
Q3 2024
Reduced 92.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$460,820
0.01% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
5,626
shares
|
$460,656
0.1% of portfolio
|
Q4 2024
Reduced 44.26%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,625
shares
|
$460,575
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,569
shares
|
$455,989
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,565
shares
|
$455,662
0.02% of portfolio
|
Q3 2021
Added 53.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,561
shares
|
$455,334
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,514
shares
|
$451,486
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
5,464
shares
|
$447,392
0.0% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,447
shares
|
$446,000
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
5,430
shares
|
$444,608
0.35% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
5,399
shares
|
$442,070
0.36% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
5,395
shares
|
$441,742
0.01% of portfolio
|
Q4 2024
Added 36.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5,374
shares
|
$440,023
0.22% of portfolio
|
Q3 2024
Added 44.19%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
5,367
shares
|
$439,449
0.11% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,329
shares
|
$436,338
0.02% of portfolio
|
Q2 2023
Added 15.25%
|