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 |
|---|---|---|---|---|---|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
11,681
shares
|
$957,491
0.33% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
11,631
shares
|
$953,393
0.0% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
11,613
shares
|
$951,917
0.2% of portfolio
|
Q4 2024
Reduced 31.98%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
11,604
shares
|
$951,179
0.59% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
11,569
shares
|
$948,310
0.04% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
11,556
shares
|
$947,245
0.97% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
11,536
shares
|
$945,605
0.07% of portfolio
|
Q4 2024
Added 35.83%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,457
shares
|
$939,130
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
11,414
shares
|
$935,605
0.1% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
11,354
shares
|
$930,687
0.39% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
11,347
shares
|
$930,113
0.11% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
11,331
shares
|
$928,802
0.18% of portfolio
|
Q3 2024
Added 15.74%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,318
shares
|
$927,736
0.05% of portfolio
|
Q4 2024
Reduced 17.53%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
11,309
shares
|
$926,998
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
11,290
shares
|
$925,441
0.04% of portfolio
|
Q3 2024
Added 29.77%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
11,266
shares
|
$923,474
0.04% of portfolio
|
Q3 2024
Reduced 15.08%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
11,249
shares
|
$922,080
0.66% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
11,239
shares
|
$921,260
0.58% of portfolio
|
Q4 2024
Added 5.34%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
11,172
shares
|
$915,768
0.3% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
11,033
shares
|
$904,375
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
10,998
shares
|
$901,506
0.44% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Affinia Financial Group, LLC
Burlington, MA |
Aug 08, 2023 Q2 2023 |
10,863
shares
|
$890,440
0.62% of portfolio
|
Q2 2023
Added 110.73%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,807
shares
|
$885,849
0.11% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
10,765
shares
|
$882,407
0.01% of portfolio
|
Q1 2023
Added 13.01%
|
|
|
Alhambra Investment Partners LLC
|
Jan 15, 2025 Q4 2024 |
10,701
shares
|
$877,160
0.46% of portfolio
|
Q4 2024
Reduced 5.08%
|