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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
12,792
shares
|
$1.05 Million
0.06% of portfolio
|
Q4 2024
Added 25.99%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,761
shares
|
$1.05 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
12,701
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Added 17.15%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
12,688
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,412
shares
|
$1.02 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Wealth Management, Llc.
|
Feb 04, 2025 Q4 2024 |
12,361
shares
|
$1.01 Million
0.31% of portfolio
|
Q4 2024
Added 14.85%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
12,321
shares
|
$1.01 Million
0.11% of portfolio
|
Q4 2024
Added 301.6%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
12,298
shares
|
$1.01 Million
1.02% of portfolio
|
Q4 2024
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,223
shares
|
$1 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,223
shares
|
$1 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
12,222
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Added 24.17%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
12,200
shares
|
$1 Million
0.14% of portfolio
|
Q1 2024
Added 69.44%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
12,102
shares
|
$992,000
0.01% of portfolio
|
Q4 2024
Added 22.33%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
12,091
shares
|
$991,099
0.03% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
12,091
shares
|
$991,099
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,049
shares
|
$987,656
0.19% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
12,028
shares
|
$985,935
0.37% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
11,923
shares
|
$977,328
0.19% of portfolio
|
Q1 2023
Added 68.38%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
11,908
shares
|
$976,098
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
11,861
shares
|
$972,246
0.04% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
11,837
shares
|
$970,278
0.11% of portfolio
|
Q4 2024
Added 35.4%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
11,809
shares
|
$967,983
0.27% of portfolio
|
Q4 2024
Reduced 18.73%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,786
shares
|
$966,098
0.03% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
11,718
shares
|
$960,524
0.01% of portfolio
|
Q4 2024
Added 21.19%
|