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 1,276 institutions that hold shares in the stock, with a total of 245 Million shares, which have been reported (via 13F filing form) to have a value of $20 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
47,006
shares
|
$3.85 Million
0.38% of portfolio
|
Q4 2024
Added 12368.44%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
46,995
shares
|
$3.85 Million
0.27% of portfolio
|
Q4 2024
Reduced 43.18%
|
|
|
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%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,757
shares
|
$3.83 Million
0.71% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
46,454
shares
|
$3.8 Million
0.4% of portfolio
|
Q4 2024
Added 39.05%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.77 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
45,539
shares
|
$3.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
45,147
shares
|
$3.7 Million
1.58% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
44,109
shares
|
$3.61 Million
5.85% of portfolio
|
Q2 2024
Added 78.03%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
44,104
shares
|
$3.61 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
44,079
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
43,736
shares
|
$3.58 Million
0.3% of portfolio
|
Q4 2024
Added 71.36%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
43,629
shares
|
$3.57 Million
0.17% of portfolio
|
Q4 2024
Added 68.37%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
43,347
shares
|
$3.55 Million
0.92% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
43,290
shares
|
$3.54 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
42,095
shares
|
$3.45 Million
0.15% of portfolio
|
Q3 2024
Added 1277.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.41 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
41,571
shares
|
$3.4 Million
0.94% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jan 31, 2025 Q4 2024 |
41,470
shares
|
$3.4 Million
1.07% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
41,212
shares
|
$3.37 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
40,913
shares
|
$3.35 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
40,675
shares
|
$3.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
40,605
shares
|
$3.32 Million
0.58% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
40,132
shares
|
$3.29 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.59%
|