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 1,303 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
34,505,275
shares
|
$2.87 Billion
0.2% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22,193,385
shares
|
$1.84 Billion
0.04% of portfolio
|
Q2 2024
Reduced 9.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,282,874
shares
|
$1.27 Billion
0.11% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,544,623
shares
|
$960 Million
0.08% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,232,624
shares
|
$767 Million
2.21% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
6,855,478
shares
|
$570 Million
0.23% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,483,336
shares
|
$456 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,378,607
shares
|
$447 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,182,691
shares
|
$431 Million
0.21% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,745,412
shares
|
$394 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
4,261,421
shares
|
$354 Million
0.12% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
3,823,000
shares
|
$318 Million
2.44% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,552,711
shares
|
$295 Million
0.08% of portfolio
|
Q4 2024
Added 71.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,182,228
shares
|
$265 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,180,718
shares
|
$264 Million
0.73% of portfolio
|
Q1 2025
Reduced 21.96%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,032,043
shares
|
$252 Million
0.41% of portfolio
|
Q1 2025
Added 10.52%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,861,980
shares
|
$238 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,628,742
shares
|
$219 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
2,471,323
shares
|
$205 Million
0.42% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
2,454,066
shares
|
$204 Million
1.34% of portfolio
|
Q4 2024
Added 4992.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,149,028
shares
|
$179 Million
0.24% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 01, 2025 Q1 2025 |
1,563,762
shares
|
$130 Million
0.6% of portfolio
|
Q1 2025
Added 8173.0%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,480,728
shares
|
$123 Million
0.07% of portfolio
|
Q4 2024
Added 57.79%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
1,240,581
shares
|
$103 Million
14.3% of portfolio
|
Q1 2025
Added 460.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,199,602
shares
|
$99.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.33%
|