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 |
|---|---|---|---|---|---|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,609
shares
|
$213,859
0.03% of portfolio
|
Q4 2023
Reduced 57.08%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
2,588
shares
|
$212,138
0.24% of portfolio
|
Q4 2024
Reduced 8.55%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
2,559
shares
|
$209,761
0.04% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
2,543
shares
|
$208,449
0.01% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
2,525
shares
|
$206,974
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$204,925
0.06% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,488
shares
|
$203,941
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
2,470
shares
|
$202,465
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
2,465
shares
|
$202,056
0.05% of portfolio
|
Q4 2023
Reduced 33.02%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
2,449
shares
|
$200,744
0.09% of portfolio
|
Q4 2024
Reduced 4.71%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
2,448
shares
|
$200,662
0.03% of portfolio
|
Q4 2024
Reduced 34.16%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
2,440
shares
|
$200,006
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
2,435
shares
|
$199,596
0.13% of portfolio
|
Q3 2024
Reduced 7.59%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,419
shares
|
$198,285
0.01% of portfolio
|
Q3 2024
Added 106.58%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
2,390
shares
|
$195,908
0.0% of portfolio
|
Q3 2023
Reduced 85.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,272
shares
|
$186,235
0.01% of portfolio
|
Q3 2024
Reduced 93.8%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
2,213
shares
|
$181,399
0.04% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,205
shares
|
$180,743
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
2,198
shares
|
$180,170
0.1% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
2,172
shares
|
$178,038
0.3% of portfolio
|
Q3 2022
Added 317.69%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,126
shares
|
$174,268
0.02% of portfolio
|
Q3 2024
Added 60.21%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,108
shares
|
$172,792
0.05% of portfolio
|
Q3 2023
Reduced 58.31%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
2,106
shares
|
$172,628
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
2,087
shares
|
$171,071
0.13% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
2,014
shares
|
$165,087
0.04% of portfolio
|
Q3 2024
Added 40.45%
|