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 |
|---|---|---|---|---|---|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
129,659
shares
|
$10.6 Million
1.3% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
129,194
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
128,226
shares
|
$10.5 Million
0.21% of portfolio
|
Q3 2024
Added 56.83%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Feb 07, 2025 Q4 2024 |
127,942
shares
|
$10.5 Million
3.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
127,919
shares
|
$10.5 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
127,726
shares
|
$10.5 Million
3.13% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
125,721
shares
|
$10.3 Million
3.61% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
124,826
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 42.36%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
120,119
shares
|
$9.85 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
120,100
shares
|
$9.84 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
119,969
shares
|
$9.83 Million
2.66% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
119,916
shares
|
$9.83 Million
1.23% of portfolio
|
Q4 2024
Reduced 14.82%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
119,579
shares
|
$9.8 Million
0.59% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
118,009
shares
|
$9.67 Million
0.16% of portfolio
|
Q4 2024
Reduced 17.42%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
117,575
shares
|
$9.64 Million
1.49% of portfolio
|
Q4 2024
Added 7.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
117,385
shares
|
$9.62 Million
0.37% of portfolio
|
Q3 2024
Added 112.01%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
116,356
shares
|
$9.54 Million
0.02% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
115,533
shares
|
$9.47 Million
4.55% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
113,554
shares
|
$9.31 Million
1.14% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.16 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
111,250
shares
|
$9.12 Million
0.98% of portfolio
|
Q3 2023
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
110,480
shares
|
$9.06 Million
0.25% of portfolio
|
Q3 2024
Added 227.49%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
110,325
shares
|
$9.04 Million
2.07% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
109,693
shares
|
$8.99 Million
0.39% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
109,161
shares
|
$8.95 Million
0.05% of portfolio
|
Q3 2024
Added 14.41%
|