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 |
|---|---|---|---|---|---|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
4,555
shares
|
$374,603
0.15% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
4,545
shares
|
$373,780
0.16% of portfolio
|
Q4 2024
Reduced 55.03%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
4,535
shares
|
$372,958
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,520
shares
|
$371,724
0.46% of portfolio
|
Q2 2022
Reduced 4.38%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
4,516
shares
|
$371,395
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
4,486
shares
|
$368,928
0.03% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,485
shares
|
$368,846
0.02% of portfolio
|
Q4 2024
Added 24.55%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,424
shares
|
$363,829
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
4,424
shares
|
$363,829
0.04% of portfolio
|
Q4 2024
Reduced 15.93%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
4,413
shares
|
$362,925
0.2% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
4,402
shares
|
$362,020
0.05% of portfolio
|
Q4 2024
Reduced 22.77%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
Feb 06, 2025 Q4 2024 |
4,395
shares
|
$361,444
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,394
shares
|
$361,362
0.1% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,392
shares
|
$361,198
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
4,380
shares
|
$360,211
0.05% of portfolio
|
Q4 2024
Reduced 41.23%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
4,357
shares
|
$358,319
0.01% of portfolio
|
Q4 2024
Added 28.75%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
4,345
shares
|
$357,332
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
4,341
shares
|
$357,003
0.03% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
4,288
shares
|
$352,645
0.02% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
4,285
shares
|
$352,398
0.05% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
4,283
shares
|
$352,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Stapp Wealth Management, Pllc
Olympia, WA |
Jan 22, 2025 Q4 2024 |
4,275
shares
|
$351,576
0.59% of portfolio
|
Q1 2023
New holding
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,267
shares
|
$350,918
0.14% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
4,257
shares
|
$350,095
0.18% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
4,252
shares
|
$349,684
0.02% of portfolio
|
Q4 2024
Reduced 8.5%
|