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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,028
shares
|
$3.29 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
39,863
shares
|
$3.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
39,819
shares
|
$3.27 Million
2.38% of portfolio
|
Q4 2024
Added 19.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
39,687
shares
|
$3.26 Million
0.26% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
39,376
shares
|
$3.24 Million
1.35% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
39,058
shares
|
$3.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
38,836
shares
|
$3.19 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
38,544
shares
|
$3.17 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.1%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
38,388
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
37,920
shares
|
$3.12 Million
0.04% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
37,703
shares
|
$3.1 Million
0.45% of portfolio
|
Q4 2024
Added 5.75%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
37,479
shares
|
$3.08 Million
0.1% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
37,459
shares
|
$3.08 Million
0.73% of portfolio
|
Q2 2023
Reduced 14.48%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
37,072
shares
|
$3.05 Million
1.8% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
37,037
shares
|
$3.05 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
36,679
shares
|
$3.02 Million
0.3% of portfolio
|
Q4 2024
Added 613.46%
|
|
|
Tru Independence Asset Management 2, LLC
|
Jan 22, 2025 Q4 2024 |
36,349
shares
|
$2.99 Million
2.81% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
35,924
shares
|
$2.95 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
35,908
shares
|
$2.95 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
35,821
shares
|
$2.95 Million
0.91% of portfolio
|
Q4 2024
Added 11.08%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
35,704
shares
|
$2.94 Million
6.25% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
35,424
shares
|
$2.91 Million
0.55% of portfolio
|
Q4 2024
Added 112.88%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
35,137
shares
|
$2.89 Million
1.07% of portfolio
|
Q4 2024
Reduced 17.39%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
35,031
shares
|
$2.88 Million
1.12% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
34,878
shares
|
$2.87 Million
1.38% of portfolio
|
Q4 2024
Reduced 36.69%
|