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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,999
shares
|
$163,858
0.01% of portfolio
|
Q4 2024
Reduced 37.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
1,991
shares
|
$163,202
0.03% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$163,202
0.0% of portfolio
|
Q3 2024
Added 37.6%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,988
shares
|
$162,956
0.0% of portfolio
|
Q4 2024
Reduced 20.95%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
1,956
shares
|
$160,333
0.03% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$155,906
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,899
shares
|
$155,661
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
1,893
shares
|
$155,169
0.07% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$153,529
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$151,316
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,738
shares
|
$142,463
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,648
shares
|
$135,086
0.07% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
1,598
shares
|
$130,988
0.01% of portfolio
|
Q4 2024
Reduced 51.81%
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
1,595
shares
|
$130,742
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$130,660
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
1,480
shares
|
$121,315
0.0% of portfolio
|
Q4 2024
Reduced 74.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,368
shares
|
$112,134
0.01% of portfolio
|
Q4 2022
Reduced 13.42%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
1,356
shares
|
$111,151
0.05% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,351
shares
|
$110,741
0.04% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,349
shares
|
$110,577
0.1% of portfolio
|
Q3 2024
Reduced 97.35%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
1,288
shares
|
$105,577
0.01% of portfolio
|
Q4 2024
Reduced 42.65%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,270
shares
|
$104,101
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
1,230
shares
|
$100,823
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,225
shares
|
$100,413
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,211
shares
|
$99,265
0.01% of portfolio
|
Q2 2023
Reduced 33.75%
|