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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
3,250
shares
|
$266,402
0.16% of portfolio
|
Q3 2017
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
3,234
shares
|
$265,090
0.03% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,226
shares
|
$264,435
0.03% of portfolio
|
Q4 2022
Added 44.92%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,221
shares
|
$264,025
0.0% of portfolio
|
Q3 2024
Added 96.76%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
3,211
shares
|
$263,205
0.07% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,187
shares
|
$261,238
0.14% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,185
shares
|
$261,074
0.12% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
3,176
shares
|
$260,336
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
3,170
shares
|
$259,844
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,138
shares
|
$257,221
0.19% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
3,136
shares
|
$257,057
0.01% of portfolio
|
Q4 2024
Reduced 15.04%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
3,121
shares
|
$255,828
0.04% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,111
shares
|
$255,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
3,101
shares
|
$254,188
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,091
shares
|
$253,369
0.06% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,087
shares
|
$253,041
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,066
shares
|
$251,320
0.04% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
3,058
shares
|
$250,664
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$245,910
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
2,981
shares
|
$244,352
0.02% of portfolio
|
Q4 2024
Reduced 14.19%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
2,980
shares
|
$244,270
0.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
2,975
shares
|
$243,860
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,970
shares
|
$243,450
0.02% of portfolio
|
Q4 2024
Reduced 14.51%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
2,926
shares
|
$239,844
0.09% of portfolio
|
Q3 2023
Added 0.83%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,914
shares
|
$238,860
0.03% of portfolio
|
Q3 2024
Reduced 3.19%
|