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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
62,969
shares
|
$5.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
62,844
shares
|
$5.17 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
62,627
shares
|
$5.15 Million
0.4% of portfolio
|
Q4 2024
Added 33.18%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
61,908
shares
|
$5.09 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
Feb 13, 2025 Q4 2024 |
61,878
shares
|
$5.09 Million
2.9% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
60,754
shares
|
$5 Million
1.14% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,745
shares
|
$5 Million
2.35% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
60,656
shares
|
$4.99 Million
3.99% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
59,988
shares
|
$4.93 Million
0.01% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
59,923
shares
|
$4.93 Million
0.63% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
59,693
shares
|
$4.91 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
59,287
shares
|
$4.88 Million
3.97% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Sequent Planning LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
58,983
shares
|
$4.85 Million
1.77% of portfolio
|
Q4 2024
Reduced 8.69%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
58,925
shares
|
$4.85 Million
1.88% of portfolio
|
Q4 2024
Reduced 6.45%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
58,872
shares
|
$4.84 Million
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
58,239
shares
|
$4.79 Million
0.6% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
57,760
shares
|
$4.75 Million
1.39% of portfolio
|
Q2 2022
Reduced 0.78%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
57,444
shares
|
$4.72 Million
0.26% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
57,283
shares
|
$4.71 Million
0.61% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
57,266
shares
|
$4.71 Million
0.39% of portfolio
|
Q4 2023
Reduced 9.8%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
57,160
shares
|
$4.7 Million
0.39% of portfolio
|
Q4 2024
Added 21.78%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
56,121
shares
|
$4.62 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
55,831
shares
|
$4.59 Million
0.15% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
55,531
shares
|
$4.57 Million
0.37% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
55,176
shares
|
$4.54 Million
0.16% of portfolio
|
Q4 2024
Reduced 30.71%
|