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 |
|---|---|---|---|---|---|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
13,576
shares
|
$1.12 Million
0.46% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
13,554
shares
|
$1.11 Million
0.86% of portfolio
|
Q4 2024
Added 23.66%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,463
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
13,419
shares
|
$1.1 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,406
shares
|
$1.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.07%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
13,397
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
13,386
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,369
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
13,155
shares
|
$1.08 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
13,135
shares
|
$1.08 Million
0.26% of portfolio
|
Q4 2024
Reduced 25.11%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
13,068
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2024
Reduced 17.23%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
12,902
shares
|
$1.06 Million
0.21% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,792
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,761
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
12,701
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
12,688
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,412
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
12,361
shares
|
$1.02 Million
0.31% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
12,321
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Added 301.6%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
12,298
shares
|
$1.01 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,223
shares
|
$1.01 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,222
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2024
Added 24.17%
|