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 1,264 institutions that hold shares in the stock, with a total of 246 Million shares, which have been reported (via 13F filing form) to have a value of $20.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,207
shares
|
$344,469
0.04% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,199
shares
|
$343,814
0.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
4,194
shares
|
$343,404
0.03% of portfolio
|
Q3 2021
Added 8.99%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
4,173
shares
|
$341,685
0.02% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
4,163
shares
|
$340,866
0.04% of portfolio
|
Q4 2022
Added 23.53%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
4,156
shares
|
$340,293
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
|
$338,737
0.12% of portfolio
|
Q4 2023
Added 58.02%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,123
shares
|
$337,591
0.0% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
4,114
shares
|
$336,854
0.04% of portfolio
|
Q4 2024
Reduced 82.88%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,098
shares
|
$335,544
0.11% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
4,095
shares
|
$335,298
0.02% of portfolio
|
Q4 2024
Added 23.83%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$333,497
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
4,073
shares
|
$333,497
0.12% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
4,069
shares
|
$333,169
0.01% of portfolio
|
Q4 2024
Added 49.93%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
4,041
shares
|
$330,877
0.01% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,040
shares
|
$330,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$329,730
0.05% of portfolio
|
Q4 2023
Reduced 76.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,025
shares
|
$329,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Feb 07, 2025 Q4 2024 |
3,996
shares
|
$327,192
0.08% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
3,943
shares
|
$322,852
0.01% of portfolio
|
Q4 2024
Reduced 35.25%
|
|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
3,941
shares
|
$322,689
0.04% of portfolio
|
Q4 2024
Added 35.24%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
3,915
shares
|
$320,560
0.21% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,914
shares
|
$320,478
0.33% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,905
shares
|
$319,741
0.1% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
3,897
shares
|
$319,086
0.07% of portfolio
|
Q4 2024
Added 2.61%
|