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 |
|---|---|---|---|---|---|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jan 21, 2025 Q4 2024 |
25,715
shares
|
$2.11 Million
0.69% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
25,565
shares
|
$2.1 Million
0.98% of portfolio
|
Q4 2024
Added 17.57%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
25,394
shares
|
$2.09 Million
0.38% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
25,159
shares
|
$2.07 Million
1.36% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
25,055
shares
|
$2.06 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
25,009
shares
|
$2.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
24,923
shares
|
$2.05 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
24,744
shares
|
$2.03 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,647
shares
|
$2.03 Million
0.17% of portfolio
|
Q4 2024
Added 2464600.0%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
24,413
shares
|
$2.01 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
24,320
shares
|
$2 Million
0.64% of portfolio
|
Q4 2024
Reduced 21.78%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
24,295
shares
|
$2 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
24,242
shares
|
$1.99 Million
1.84% of portfolio
|
Q4 2023
Added 261.98%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
24,212
shares
|
$1.99 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
24,078
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
24,053
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
23,987
shares
|
$1.97 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
23,903
shares
|
$1.97 Million
1.65% of portfolio
|
Q4 2024
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
23,895
shares
|
$1.97 Million
0.03% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
23,702
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
23,534
shares
|
$1.94 Million
0.08% of portfolio
|
Q3 2023
Reduced 77.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
23,474
shares
|
$1.93 Million
0.12% of portfolio
|
Q4 2024
Added 26.04%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
23,317
shares
|
$1.92 Million
0.43% of portfolio
|
Q4 2024
Added 29.25%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
23,272
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
23,240
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.56%
|