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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
152,875
shares
|
$12.5 Million
0.05% of portfolio
|
Q4 2024
Added 30.75%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
152,255
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2024
Added 73.12%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
151,661
shares
|
$12.4 Million
1.06% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Ballast, Inc.
|
Jan 16, 2025 Q4 2024 |
151,021
shares
|
$12.4 Million
3.54% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
149,693
shares
|
$12.3 Million
0.39% of portfolio
|
Q4 2024
Added 36.44%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
148,379
shares
|
$12.2 Million
0.05% of portfolio
|
Q4 2024
Added 99.71%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
146,974
shares
|
$12 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
145,553
shares
|
$11.9 Million
4.52% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
145,167
shares
|
$11.9 Million
0.19% of portfolio
|
Q4 2023
Added 7889.38%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
144,609
shares
|
$11.9 Million
3.31% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
144,573
shares
|
$11.9 Million
0.99% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
142,780
shares
|
$11.7 Million
5.63% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
142,024
shares
|
$11.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
139,479
shares
|
$11.4 Million
0.28% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
139,075
shares
|
$11.4 Million
4.32% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
136,818
shares
|
$11.2 Million
0.58% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
135,774
shares
|
$11.1 Million
4.14% of portfolio
|
Q1 2024
Added 2.37%
|
|
|
Timelo Investment Management Inc.
|
Nov 12, 2024 Q3 2024 |
135,000
shares
|
$11.1 Million
7.04% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
133,795
shares
|
$11 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
131,408
shares
|
$10.8 Million
12.79% of portfolio
|
Q2 2024
Added 269.89%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
131,395
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
130,661
shares
|
$10.7 Million
0.27% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
130,141
shares
|
$10.7 Million
4.68% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
130,069
shares
|
$10.7 Million
1.77% of portfolio
|
Q4 2024
Added 1342.49%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
129,891
shares
|
$10.6 Million
3.3% of portfolio
|
Q4 2024
Added 281.14%
|