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 |
|---|---|---|---|---|---|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
555
shares
|
$45,643
0.03% of portfolio
|
Q2 2024
Added 29.07%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
550
shares
|
$45,232
0.0% of portfolio
|
Q4 2024
Reduced 42.11%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
550
shares
|
$45,232
0.03% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
550
shares
|
$45,232
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
521
shares
|
$42,847
0.0% of portfolio
|
Q4 2024
Reduced 13.88%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
500
shares
|
$41,120
0.03% of portfolio
|
Q2 2017
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
491
shares
|
$40,379
0.01% of portfolio
|
Q2 2018
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
477
shares
|
$39,228
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
450
shares
|
$37,008
0.01% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
450
shares
|
$37,008
0.0% of portfolio
|
Q4 2024
Reduced 18.92%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
441
shares
|
$36,267
0.03% of portfolio
|
Q4 2024
Reduced 99.81%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
439
shares
|
$36,103
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
432
shares
|
$35,527
0.01% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
410
shares
|
$33,718
0.0% of portfolio
|
Q2 2023
Added 272.73%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
400
shares
|
$32,896
0.01% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
400
shares
|
$32,896
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
394
shares
|
$32,402
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
390
shares
|
$32,073
0.0% of portfolio
|
Q4 2024
Added 92.12%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
385
shares
|
$31,662
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
383
shares
|
$31,497
0.01% of portfolio
|
Q4 2023
Reduced 11.14%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
370
shares
|
$30,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
362
shares
|
$29,770
0.01% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
323
shares
|
$26,563
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
320
shares
|
$26,316
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
305
shares
|
$25,083
0.0% of portfolio
|
Q2 2024
Added 74.29%
|