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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,703
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
16,640
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 27.17%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
16,591
shares
|
$1.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
16,567
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
16,516
shares
|
$1.35 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
16,514
shares
|
$1.35 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,434
shares
|
$1.35 Million
0.17% of portfolio
|
Q4 2024
Added 16.08%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
16,353
shares
|
$1.34 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
16,274
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
16,234
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,072
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
16,000
shares
|
$1.31 Million
0.1% of portfolio
|
Q4 2024
Added 44.93%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,871
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
15,839
shares
|
$1.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
15,823
shares
|
$1.3 Million
0.23% of portfolio
|
Q4 2024
Reduced 14.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,806
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2023
Reduced 16.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
15,788
shares
|
$1.29 Million
0.32% of portfolio
|
Q3 2024
Reduced 26.58%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
15,750
shares
|
$1.29 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
15,674
shares
|
$1.28 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
15,666
shares
|
$1.28 Million
0.78% of portfolio
|
Q3 2024
Added 37.02%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
15,600
shares
|
$1.28 Million
0.16% of portfolio
|
Q4 2024
Added 16.94%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
15,571
shares
|
$1.28 Million
0.33% of portfolio
|
Q4 2024
Added 60.79%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
15,401
shares
|
$1.26 Million
0.84% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
15,350
shares
|
$1.26 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
15,345
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Added 1.89%
|