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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
908
shares
|
$74,673
0.0% of portfolio
|
Q1 2024
Reduced 73.36%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
906
shares
|
$74,509
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
899
shares
|
$73,933
0.05% of portfolio
|
Q1 2024
Reduced 33.37%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
868
shares
|
$71,384
0.0% of portfolio
|
Q4 2024
Added 95.94%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
820
shares
|
$67,436
0.01% of portfolio
|
Q4 2024
Reduced 13.14%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
819
shares
|
$67,354
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
811
shares
|
$66,696
0.02% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
785
shares
|
$64,558
0.02% of portfolio
|
Q4 2024
Reduced 90.97%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
782
shares
|
$64,311
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
779
shares
|
$64,064
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
771
shares
|
$63,407
0.0% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
770
shares
|
$63,324
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
739
shares
|
$60,775
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
735
shares
|
$60,446
0.01% of portfolio
|
Q4 2024
Reduced 35.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
709
shares
|
$58,308
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
681
shares
|
$56,005
0.0% of portfolio
|
Q1 2022
Reduced 36.41%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
673
shares
|
$55,347
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
640
shares
|
$52,633
0.0% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
624
shares
|
$51,317
0.0% of portfolio
|
Q4 2024
Reduced 48.89%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
600
shares
|
$49,344
0.04% of portfolio
|
Q1 2024
Reduced 2.76%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
600
shares
|
$49,344
0.01% of portfolio
|
Q3 2024
Reduced 45.36%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
582
shares
|
$47,863
0.01% of portfolio
|
Q2 2024
Reduced 51.3%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
580
shares
|
$47,699
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
573
shares
|
$47,123
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
570
shares
|
$46,876
0.0% of portfolio
|
Q3 2024
Reduced 59.29%
|