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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$22.8 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Feb 10, 2025 Q4 2024 |
275,229
shares
|
$22.6 Million
22.71% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
274,518
shares
|
$22.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.9%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
272,535
shares
|
$22.4 Million
0.16% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
271,765
shares
|
$22.3 Million
4.24% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
267,962
shares
|
$22 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
266,643
shares
|
$21.9 Million
0.65% of portfolio
|
Q4 2024
Reduced 35.82%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
258,152
shares
|
$21.2 Million
14.69% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
252,172
shares
|
$20.7 Million
0.22% of portfolio
|
Q4 2024
Added 3.53%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
249,148
shares
|
$20.5 Million
0.41% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
245,727
shares
|
$20.2 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
240,883
shares
|
$19.8 Million
6.45% of portfolio
|
Q4 2024
Reduced 25.42%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
238,850
shares
|
$19.6 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.5 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
236,154
shares
|
$19.4 Million
0.05% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
234,399
shares
|
$19.3 Million
0.63% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
229,677
shares
|
$18.9 Million
1.54% of portfolio
|
Q4 2024
Added 58.87%
|
|
|
Argi Investment Services, LLC
|
Feb 13, 2025 Q4 2024 |
229,262
shares
|
$18.9 Million
1.3% of portfolio
|
Q4 2024
Reduced 17.16%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
228,100
shares
|
$18.8 Million
3.31% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
225,321
shares
|
$18.5 Million
0.95% of portfolio
|
Q4 2024
Added 51.79%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
222,935
shares
|
$18.3 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
222,840
shares
|
$18.3 Million
0.05% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
221,499
shares
|
$18.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
221,267
shares
|
$18.2 Million
3.02% of portfolio
|
Q4 2024
Reduced 31.38%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
217,823
shares
|
$17.9 Million
9.13% of portfolio
|
Q4 2024
Reduced 25.88%
|