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 1,247 institutions that hold shares in the stock, with a total of 239 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
4,275
shares
|
$350,421
0.59% of portfolio
|
Q1 2023
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,267
shares
|
$349,765
0.14% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
4,257
shares
|
$348,946
0.18% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,252
shares
|
$348,536
0.02% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
4,252
shares
|
$348,536
0.05% of portfolio
|
Q4 2024
Added 26.51%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
4,209
shares
|
$345,011
0.01% of portfolio
|
Q4 2023
Added 9.52%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
4,208
shares
|
$344,929
0.07% of portfolio
|
Q1 2019
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,199
shares
|
$344,192
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,194
shares
|
$343,782
0.03% of portfolio
|
Q3 2021
Added 8.99%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,173
shares
|
$342,060
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,163
shares
|
$341,241
0.04% of portfolio
|
Q4 2022
Added 23.53%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,156
shares
|
$340,667
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,137
shares
|
$339,109
0.12% of portfolio
|
Q4 2023
Added 58.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,123
shares
|
$337,962
0.0% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,098
shares
|
$335,913
0.11% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,095
shares
|
$335,667
0.02% of portfolio
|
Q4 2024
Added 23.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$333,863
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
4,073
shares
|
$333,863
0.12% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,069
shares
|
$333,535
0.01% of portfolio
|
Q4 2024
Added 49.93%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
4,041
shares
|
$331,240
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$330,093
0.05% of portfolio
|
Q4 2023
Reduced 76.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,025
shares
|
$329,929
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
3,996
shares
|
$327,552
0.08% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,950
shares
|
$323,781
0.0% of portfolio
|
Q2 2024
Reduced 13.05%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
3,915
shares
|
$320,912
0.21% of portfolio
|
Q4 2024
Reduced 4.91%
|