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 1,252 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
54,045
shares
|
$4.43 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
53,520
shares
|
$4.39 Million
0.17% of portfolio
|
Q4 2024
Added 64.16%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
53,371
shares
|
$4.37 Million
2.81% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
53,167
shares
|
$4.36 Million
0.09% of portfolio
|
Q4 2024
Added 13.91%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
52,088
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2024
Added 85.74%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
52,082
shares
|
$4.27 Million
2.35% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
51,350
shares
|
$4.21 Million
0.11% of portfolio
|
Q3 2024
Added 20.62%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
50,536
shares
|
$4.14 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
50,530
shares
|
$4.14 Million
2.23% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
50,341
shares
|
$4.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
49,837
shares
|
$4.09 Million
0.04% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
49,687
shares
|
$4.07 Million
0.32% of portfolio
|
Q4 2024
Added 3.44%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
49,539
shares
|
$4.06 Million
0.23% of portfolio
|
Q3 2024
Added 1586.15%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
48,840
shares
|
$4 Million
0.2% of portfolio
|
Q4 2024
Added 17.99%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
48,601
shares
|
$3.98 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
48,127
shares
|
$3.94 Million
0.09% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
48,043
shares
|
$3.94 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,642
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
47,340
shares
|
$3.88 Million
0.06% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
47,024
shares
|
$3.85 Million
0.3% of portfolio
|
Q3 2024
Reduced 38.13%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
47,010
shares
|
$3.85 Million
0.84% of portfolio
|
Q4 2024
Added 3.06%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
46,870
shares
|
$3.84 Million
1.88% of portfolio
|
Q4 2024
Added 126.26%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
46,454
shares
|
$3.81 Million
0.4% of portfolio
|
Q4 2024
Added 39.05%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
46,318
shares
|
$3.8 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.77 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|