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 |
|---|---|---|---|---|---|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
30,889
shares
|
$2.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 71.93%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
30,849
shares
|
$2.53 Million
0.53% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
30,785
shares
|
$2.52 Million
1.26% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
30,764
shares
|
$2.52 Million
0.3% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
30,686
shares
|
$2.51 Million
0.06% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Feb 10, 2025 Q4 2024 |
30,483
shares
|
$2.5 Million
0.72% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
30,240
shares
|
$2.48 Million
0.12% of portfolio
|
Q4 2024
Added 644.09%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
30,127
shares
|
$2.47 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
30,000
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.56%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
29,987
shares
|
$2.46 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
29,981
shares
|
$2.45 Million
0.16% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
29,172
shares
|
$2.39 Million
2.45% of portfolio
|
Q4 2024
Added 550.87%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
29,032
shares
|
$2.38 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.6%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
28,999
shares
|
$2.37 Million
0.47% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
28,916
shares
|
$2.37 Million
0.5% of portfolio
|
Q4 2024
Added 1074.49%
|
|
|
Davis Rea Ltd.
|
Feb 05, 2025 Q4 2024 |
28,860
shares
|
$2.36 Million
1.2% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
28,793
shares
|
$2.36 Million
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
28,712
shares
|
$2.35 Million
0.22% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Life Guide Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
28,499
shares
|
$2.33 Million
1.01% of portfolio
|
Q4 2024
Added 14.82%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
28,438
shares
|
$2.33 Million
0.65% of portfolio
|
Q4 2024
Added 59.04%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
28,152
shares
|
$2.31 Million
0.15% of portfolio
|
Q4 2024
Added 17.11%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
28,132
shares
|
$2.3 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
28,102
shares
|
$2.3 Million
0.5% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
27,795
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 182.56%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
27,716
shares
|
$2.27 Million
0.45% of portfolio
|
Q4 2024
Added 1.8%
|