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 Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
201,334
shares
|
$16.5 Million
0.1% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
198,611
shares
|
$16.3 Million
5.81% of portfolio
|
Q4 2024
Added 518.03%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
195,188
shares
|
$16 Million
0.16% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
192,217
shares
|
$15.8 Million
9.94% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
191,966
shares
|
$15.7 Million
0.82% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
188,929
shares
|
$15.5 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
184,124
shares
|
$15.1 Million
0.73% of portfolio
|
Q4 2024
Added 56.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
181,962
shares
|
$14.9 Million
0.19% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
181,596
shares
|
$14.9 Million
0.32% of portfolio
|
Q4 2024
Added 159.42%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
180,117
shares
|
$14.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
179,664
shares
|
$14.7 Million
1.69% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
170,248
shares
|
$14 Million
0.08% of portfolio
|
Q4 2024
Added 90.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
169,515
shares
|
$13.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
167,797
shares
|
$13.8 Million
1.61% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.7 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
165,441
shares
|
$13.6 Million
1.83% of portfolio
|
Q3 2023
Reduced 4.0%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
164,680
shares
|
$13.5 Million
1.63% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
164,623
shares
|
$13.5 Million
1.2% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
164,392
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161,939
shares
|
$13.3 Million
0.56% of portfolio
|
Q2 2020
Added 157.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
160,974
shares
|
$13.2 Million
6.54% of portfolio
|
Q1 2024
Added 26.01%
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
160,305
shares
|
$13.1 Million
8.79% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
160,243
shares
|
$13.1 Million
0.15% of portfolio
|
Q4 2024
Added 19.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
159,978
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
158,732
shares
|
$13 Million
2.39% of portfolio
|
Q3 2024
Added 28.81%
|