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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
269,682
shares
|
$22.1 Million
1.73% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
267,063
shares
|
$21.9 Million
0.11% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
266,643
shares
|
$21.9 Million
0.65% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
263,818
shares
|
$21.6 Million
0.0% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
258,152
shares
|
$21.2 Million
14.69% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
248,558
shares
|
$20.4 Million
0.47% of portfolio
|
Q3 2024
Added 464.34%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
245,727
shares
|
$20.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
243,584
shares
|
$20 Million
0.21% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
240,883
shares
|
$19.7 Million
6.45% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
240,269
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.15%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
239,346
shares
|
$19.6 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.4 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
234,399
shares
|
$19.2 Million
0.63% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
232,186
shares
|
$19 Million
14.42% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
228,100
shares
|
$18.7 Million
3.31% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
225,325
shares
|
$18.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
225,321
shares
|
$18.5 Million
0.95% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
222,935
shares
|
$18.3 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
221,267
shares
|
$18.1 Million
3.02% of portfolio
|
Q4 2024
Reduced 31.38%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$17.7 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
211,539
shares
|
$17.3 Million
0.04% of portfolio
|
Q3 2024
Added 2546.55%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
211,226
shares
|
$17.3 Million
0.35% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
208,178
shares
|
$17.1 Million
0.16% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
205,000
shares
|
$16.8 Million
5.55% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
204,711
shares
|
$16.8 Million
0.03% of portfolio
|
Q4 2024
Added 43.92%
|