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 |
|---|---|---|---|---|---|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
73,604
shares
|
$6.05 Million
2.03% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
73,269
shares
|
$6.03 Million
2.6% of portfolio
|
Q3 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
72,794
shares
|
$5.99 Million
0.78% of portfolio
|
Q4 2024
Added 52.96%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
72,777
shares
|
$5.99 Million
1.04% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
72,452
shares
|
$5.96 Million
1.82% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Retirement Systems Of Alabama
|
Jan 27, 2025 Q4 2024 |
72,000
shares
|
$5.92 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
71,338
shares
|
$5.87 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
70,853
shares
|
$5.83 Million
0.34% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
70,551
shares
|
$5.8 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
70,262
shares
|
$5.78 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
70,091
shares
|
$5.76 Million
2.59% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
69,543
shares
|
$5.72 Million
1.87% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sterling Manor Financial, LLC
|
Jan 24, 2025 Q4 2024 |
69,224
shares
|
$5.69 Million
4.16% of portfolio
|
Q4 2024
Added 11.94%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
68,776
shares
|
$5.66 Million
1.03% of portfolio
|
Q3 2024
Added 12.81%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
68,292
shares
|
$5.62 Million
0.16% of portfolio
|
Q4 2024
Added 76.8%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
67,088
shares
|
$5.52 Million
0.43% of portfolio
|
Q4 2023
Reduced 14.12%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Feb 07, 2025 Q4 2024 |
66,759
shares
|
$5.49 Million
2.32% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
66,047
shares
|
$5.43 Million
0.33% of portfolio
|
Q3 2022
Added 23.78%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
65,710
shares
|
$5.4 Million
0.01% of portfolio
|
Q4 2024
Added 972.82%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
65,653
shares
|
$5.4 Million
0.19% of portfolio
|
Q4 2024
Added 6.78%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
65,487
shares
|
$5.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.73%
|
|
|
Midwest Heritage Bank, Fsb
|
Feb 06, 2025 Q4 2024 |
64,668
shares
|
$5.32 Million
2.57% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
64,453
shares
|
$5.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
63,152
shares
|
$5.19 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
62,991
shares
|
$5.18 Million
0.08% of portfolio
|
Q3 2023
Added 13.37%
|