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 |
|---|---|---|---|---|---|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
551,173
shares
|
$45.3 Million
10.63% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
548,155
shares
|
$45.1 Million
1.35% of portfolio
|
Q4 2024
Reduced 3.2%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
541,631
shares
|
$44.5 Million
3.09% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
522,434
shares
|
$43 Million
4.6% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
517,731
shares
|
$42.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
516,708
shares
|
$42.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 81.27%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
458,799
shares
|
$37.7 Million
4.21% of portfolio
|
Q4 2024
Added 257652.25%
|
|
|
America First Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
457,058
shares
|
$37.6 Million
9.2% of portfolio
|
Q4 2024
Added 10.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
441,459
shares
|
$36.3 Million
0.44% of portfolio
|
Q4 2024
Added 10.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
437,915
shares
|
$36 Million
0.23% of portfolio
|
Q2 2023
Added 36.91%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
437,823
shares
|
$36 Million
0.3% of portfolio
|
Q4 2024
Added 29.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
437,386
shares
|
$36 Million
0.63% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
433,183
shares
|
$35.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
432,938
shares
|
$35.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
426,025
shares
|
$35 Million
1.48% of portfolio
|
Q4 2024
Added 1011.9%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
425,266
shares
|
$35 Million
1.07% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
419,076
shares
|
$34.5 Million
10.57% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
410,741
shares
|
$33.8 Million
1.17% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
398,281
shares
|
$32.8 Million
3.35% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
396,918
shares
|
$32.6 Million
0.12% of portfolio
|
Q2 2023
Added 15.7%
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
384,561
shares
|
$31.6 Million
3.78% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
383,041
shares
|
$31.5 Million
1.1% of portfolio
|
Q4 2024
Added 336.15%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
370,715
shares
|
$30.5 Million
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
367,391
shares
|
$30.2 Million
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
361,117
shares
|
$29.7 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.78%
|