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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
5,000
shares
|
$409,850
0.12% of portfolio
|
Q1 2021
Reduced 0.32%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,987
shares
|
$408,784
0.03% of portfolio
|
Q2 2024
Reduced 19.78%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
4,983
shares
|
$408,456
0.02% of portfolio
|
Q3 2024
Reduced 69.31%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
4,975
shares
|
$407,800
0.03% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
4,931
shares
|
$404,194
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
4,926
shares
|
$403,784
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
4,918
shares
|
$403,128
0.21% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,908
shares
|
$402,308
0.04% of portfolio
|
Q3 2024
Reduced 31.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,833
shares
|
$396,161
0.04% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
4,816
shares
|
$394,767
0.08% of portfolio
|
Q4 2024
Reduced 21.75%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4,810
shares
|
$394,275
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,800
shares
|
$393,456
0.02% of portfolio
|
Q3 2024
Reduced 47.22%
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,783
shares
|
$392,062
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
4,781
shares
|
$391,898
0.07% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
4,779
shares
|
$391,734
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,775
shares
|
$391,406
0.03% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
4,767
shares
|
$390,750
0.49% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,765
shares
|
$390,587
0.18% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
4,765
shares
|
$390,587
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$389,931
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,756
shares
|
$389,849
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
4,728
shares
|
$387,554
0.01% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$386,406
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,712
shares
|
$386,242
0.01% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,675
shares
|
$383,209
0.23% of portfolio
|
Q3 2024
New holding
|