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 |
|---|---|---|---|---|---|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$17.8 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
211,226
shares
|
$17.4 Million
0.35% of portfolio
|
Q4 2024
Added 12.05%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
209,717
shares
|
$17.2 Million
3.53% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
209,549
shares
|
$17.2 Million
0.15% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
206,815
shares
|
$17 Million
0.16% of portfolio
|
Q4 2024
Added 5.96%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
205,000
shares
|
$16.9 Million
5.55% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
204,711
shares
|
$16.8 Million
0.03% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
198,611
shares
|
$16.3 Million
5.81% of portfolio
|
Q4 2024
Added 518.03%
|
|
|
Permanens Capital L.P.
New York, NY |
Feb 14, 2025 Q4 2024 |
193,619
shares
|
$15.9 Million
3.08% of portfolio
|
Q4 2024
Added 112.85%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
192,217
shares
|
$15.8 Million
9.94% of portfolio
|
Q4 2024
Added 14.97%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
191,966
shares
|
$15.8 Million
0.82% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
188,929
shares
|
$15.5 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
184,124
shares
|
$15.1 Million
0.73% of portfolio
|
Q4 2024
Added 56.26%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
181,596
shares
|
$14.9 Million
0.32% of portfolio
|
Q4 2024
Added 159.42%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
181,555
shares
|
$14.9 Million
1.56% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
180,117
shares
|
$14.8 Million
0.3% of portfolio
|
Q4 2024
Reduced 51.49%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
179,664
shares
|
$14.8 Million
1.69% of portfolio
|
Q4 2024
Reduced 14.67%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
176,892
shares
|
$14.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
174,422
shares
|
$14.3 Million
0.16% of portfolio
|
Q4 2024
Added 5315.15%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
170,248
shares
|
$14 Million
0.08% of portfolio
|
Q4 2024
Added 90.71%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
169,515
shares
|
$13.9 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
168,853
shares
|
$13.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.2%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
167,797
shares
|
$13.8 Million
1.61% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.8 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
165,441
shares
|
$13.6 Million
1.83% of portfolio
|
Q3 2023
Reduced 4.0%
|