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 |
|---|---|---|---|---|---|
|
F
|
Feb 13, 2025 Q4 2024 |
7,730
shares
|
$635,715
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
7,713
shares
|
$634,317
0.02% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
7,696
shares
|
$632,919
0.09% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,666
shares
|
$630,451
1.15% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
7,654
shares
|
$629,464
0.08% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
7,588
shares
|
$624,037
0.44% of portfolio
|
Q4 2024
Reduced 19.86%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
7,530
shares
|
$619,267
0.13% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
7,407
shares
|
$609,151
0.45% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
7,384
shares
|
$607,260
0.07% of portfolio
|
Q4 2024
Added 178.64%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
7,304
shares
|
$600,680
0.07% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
7,295
shares
|
$599,940
0.5% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
7,288
shares
|
$599,365
0.23% of portfolio
|
Q4 2024
Added 18120.0%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,270
shares
|
$597,884
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,262
shares
|
$597,226
0.04% of portfolio
|
Q4 2024
Added 18.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$592,210
0.06% of portfolio
|
Q3 2022
Reduced 26.91%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,200
shares
|
$592,128
0.05% of portfolio
|
Q4 2024
Added 13.94%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
7,198
shares
|
$591,963
0.36% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
7,182
shares
|
$590,647
0.09% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
7,176
shares
|
$590,154
0.09% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
7,120
shares
|
$585,548
0.29% of portfolio
|
Q4 2024
Added 93.53%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
7,093
shares
|
$583,328
0.09% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Km Capital Management Ltd.
Austin, TX |
Feb 04, 2025 Q4 2024 |
7,043
shares
|
$579,216
0.3% of portfolio
|
Q4 2024
Added 125.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
7,000
shares
|
$575,680
0.06% of portfolio
|
Q4 2024
Reduced 77.29%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
6,958
shares
|
$572,225
0.08% of portfolio
|
Q4 2024
Reduced 46.47%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
6,926
shares
|
$569,594
0.29% of portfolio
|
Q4 2024
Reduced 0.6%
|