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 |
|---|---|---|---|---|---|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
2,878
shares
|
$235,909
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,863
shares
|
$234,680
0.0% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
2,861
shares
|
$234,516
0.01% of portfolio
|
Q4 2024
Reduced 64.99%
|
|
|
Dgs Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,803
shares
|
$229,761
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,794
shares
|
$229,024
0.07% of portfolio
|
Q4 2022
Reduced 1.62%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
2,789
shares
|
$228,614
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
2,759
shares
|
$226,155
0.01% of portfolio
|
Q4 2024
Reduced 36.82%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,749
shares
|
$225,335
0.17% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,744
shares
|
$224,925
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
2,736
shares
|
$224,269
0.01% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,732
shares
|
$223,942
0.09% of portfolio
|
Q3 2023
Reduced 8.93%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,727
shares
|
$223,532
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
2,725
shares
|
$223,368
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,714
shares
|
$222,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
2,699
shares
|
$221,237
0.14% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,692
shares
|
$220,663
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,688
shares
|
$220,335
0.02% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,686
shares
|
$220,171
0.09% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,676
shares
|
$219,351
0.12% of portfolio
|
Q1 2023
Reduced 82.62%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
2,671
shares
|
$218,941
0.05% of portfolio
|
Q4 2024
Reduced 25.81%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
2,653
shares
|
$217,466
0.1% of portfolio
|
Q4 2024
Reduced 36.68%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$216,974
0.01% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,638
shares
|
$216,236
0.04% of portfolio
|
Q2 2024
Reduced 33.74%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
2,636
shares
|
$216,072
0.14% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
2,635
shares
|
$215,990
0.03% of portfolio
|
Q4 2024
Reduced 2.98%
|