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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
20,170
shares
|
$1.65 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
19,927
shares
|
$1.63 Million
0.07% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
19,903
shares
|
$1.63 Million
0.21% of portfolio
|
Q3 2024
Added 16.79%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
19,900
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,795
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
19,740
shares
|
$1.62 Million
0.42% of portfolio
|
Q3 2024
Added 52.8%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,740
shares
|
$1.62 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
19,737
shares
|
$1.62 Million
0.43% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
19,479
shares
|
$1.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
19,448
shares
|
$1.59 Million
0.71% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
19,416
shares
|
$1.59 Million
0.07% of portfolio
|
Q4 2024
Reduced 33.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
19,382
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
19,370
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,271
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
19,237
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
19,226
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2024
Reduced 62.58%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
19,179
shares
|
$1.57 Million
0.22% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
19,109
shares
|
$1.57 Million
0.61% of portfolio
|
Q4 2024
Added 9.38%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,070
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
19,069
shares
|
$1.56 Million
0.67% of portfolio
|
Q4 2024
Added 10.94%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,987
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
18,902
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
18,873
shares
|
$1.55 Million
0.21% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
18,854
shares
|
$1.55 Million
0.07% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
18,835
shares
|
$1.54 Million
0.57% of portfolio
|
Q4 2024
Reduced 31.8%
|