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 |
|---|---|---|---|---|---|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
4,810
shares
|
$395,574
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,783
shares
|
$393,353
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
4,781
shares
|
$393,189
0.07% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
4,779
shares
|
$393,024
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
4,775
shares
|
$392,696
0.27% of portfolio
|
Q4 2024
Reduced 32.82%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
4,775
shares
|
$392,696
0.03% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
4,767
shares
|
$392,038
0.49% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,765
shares
|
$391,873
0.18% of portfolio
|
Q4 2024
Added 27.99%
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Feb 07, 2025 Q4 2024 |
4,765
shares
|
$391,873
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$391,215
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,756
shares
|
$391,133
0.01% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$387,679
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
4,675
shares
|
$384,472
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
4,671
shares
|
$384,143
0.21% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
4,661
shares
|
$383,320
0.15% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
4,645
shares
|
$382,004
0.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,641
shares
|
$381,675
0.04% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,641
shares
|
$381,675
0.26% of portfolio
|
Q4 2024
Reduced 98.68%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
4,583
shares
|
$376,905
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
4,583
shares
|
$376,905
0.04% of portfolio
|
Q4 2024
Reduced 23.28%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
4,583
shares
|
$376,905
0.06% of portfolio
|
Q4 2023
Reduced 94.88%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
4,578
shares
|
$376,494
0.01% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
4,573
shares
|
$376,083
0.05% of portfolio
|
Q4 2024
Reduced 72.25%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
4,568
shares
|
$375,672
0.05% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Jan 27, 2025 Q4 2024 |
4,565
shares
|
$375,425
0.29% of portfolio
|
Q4 2024
New holding
|