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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
779
shares
|
$63,854
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
771
shares
|
$63,198
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
770
shares
|
$63,116
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
739
shares
|
$60,575
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
735
shares
|
$60,247
0.01% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
709
shares
|
$58,116
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
681
shares
|
$55,821
0.0% of portfolio
|
Q1 2022
Reduced 36.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
673
shares
|
$55,165
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
640
shares
|
$52,460
0.0% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
624
shares
|
$51,149
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$49,182
0.04% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
600
shares
|
$49,182
0.01% of portfolio
|
Q3 2024
Reduced 45.36%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$47,706
0.01% of portfolio
|
Q2 2024
Reduced 51.3%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
580
shares
|
$47,542
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
573
shares
|
$46,968
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
570
shares
|
$46,722
0.0% of portfolio
|
Q3 2024
Reduced 59.29%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
559
shares
|
$45,821
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
555
shares
|
$45,493
0.0% of portfolio
|
Q2 2024
Reduced 15.91%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
555
shares
|
$45,493
0.03% of portfolio
|
Q2 2024
Added 29.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
550
shares
|
$45,083
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
550
shares
|
$45,083
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
550
shares
|
$45,083
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
521
shares
|
$42,706
0.0% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
519
shares
|
$42,542
0.0% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
500
shares
|
$40,985
0.03% of portfolio
|
Q2 2017
New holding
|