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 1,334 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
42,758
shares
|
$3.53 Million
2.41% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
42,542
shares
|
$3.51 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
42,472
shares
|
$3.51 Million
0.25% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
42,360
shares
|
$3.5 Million
0.87% of portfolio
|
Q1 2025
Added 106.83%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
42,284
shares
|
$3.49 Million
1.41% of portfolio
|
Q1 2025
Reduced 98.28%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
41,787
shares
|
$3.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.43 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
41,508
shares
|
$3.43 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
41,314
shares
|
$3.41 Million
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
41,307
shares
|
$3.41 Million
0.05% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
41,248
shares
|
$3.41 Million
0.14% of portfolio
|
Q1 2025
Added 222.45%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
41,172
shares
|
$3.4 Million
1.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
41,003
shares
|
$3.38 Million
1.02% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
40,899
shares
|
$3.38 Million
0.65% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
40,684
shares
|
$3.36 Million
0.09% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
40,503
shares
|
$3.34 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.91%
|
|
|
Flagship Private Wealth, LLC
|
Jul 21, 2025 Q2 2025 |
40,323
shares
|
$3.33 Million
1.72% of portfolio
|
Q2 2025
Reduced 44.97%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
40,028
shares
|
$3.3 Million
0.1% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
40,012
shares
|
$3.3 Million
2.18% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
40,000
shares
|
$3.3 Million
0.46% of portfolio
|
Q1 2025
Reduced 64.04%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
39,563
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 135.14%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
39,147
shares
|
$3.23 Million
0.19% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
American Investment Services, Inc.
|
May 13, 2025 Q1 2025 |
39,032
shares
|
$3.22 Million
0.59% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
38,650
shares
|
$3.19 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
38,367
shares
|
$3.17 Million
0.31% of portfolio
|
Q2 2025
Added 15.6%
|