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 1,282 institutions that hold shares in the stock, with a total of 238 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 |
|---|---|---|---|---|---|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
96,653
shares
|
$7.95 Million
3.45% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
96,537
shares
|
$7.94 Million
0.6% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
96,305
shares
|
$7.92 Million
0.06% of portfolio
|
Q4 2024
Reduced 9.17%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
94,158
shares
|
$7.74 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
92,827
shares
|
$7.63 Million
3.18% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
92,442
shares
|
$7.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
91,739
shares
|
$7.54 Million
0.01% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
Feb 13, 2025 Q4 2024 |
91,711
shares
|
$7.54 Million
2.93% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
91,705
shares
|
$7.54 Million
0.53% of portfolio
|
Q4 2024
Added 7.72%
|
|
|
Efficient Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
91,096
shares
|
$7.49 Million
0.48% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
90,248
shares
|
$7.42 Million
0.08% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
90,059
shares
|
$7.41 Million
0.22% of portfolio
|
Q4 2024
Reduced 7.84%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
89,728
shares
|
$7.38 Million
0.09% of portfolio
|
Q4 2024
Reduced 30.02%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
89,664
shares
|
$7.37 Million
1.05% of portfolio
|
Q4 2024
Added 131.89%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jan 03, 2025 Q4 2024 |
89,661
shares
|
$7.37 Million
2.98% of portfolio
|
Q4 2024
Added 7.44%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
89,498
shares
|
$7.36 Million
6.36% of portfolio
|
Q4 2024
Added 62.3%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
89,020
shares
|
$7.32 Million
2.89% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
87,666
shares
|
$7.21 Million
5.08% of portfolio
|
Q4 2024
Added 12.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
87,385
shares
|
$7.19 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Durante & Waters, LLC
Brewster, NY |
Feb 05, 2025 Q4 2024 |
87,152
shares
|
$7.17 Million
5.9% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
87,063
shares
|
$7.16 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
86,251
shares
|
$7.09 Million
0.25% of portfolio
|
Q4 2024
Added 76.74%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
85,202
shares
|
$7.01 Million
0.53% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
85,112
shares
|
$7 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
85,046
shares
|
$6.99 Million
0.07% of portfolio
|
Q4 2024
Added 14.76%
|