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 |
|---|---|---|---|---|---|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,891
shares
|
$810,765
0.05% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
9,829
shares
|
$805,683
0.34% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,789
shares
|
$802,404
0.0% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
9,780
shares
|
$801,666
0.29% of portfolio
|
Q3 2024
Reduced 20.6%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,645
shares
|
$790,600
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
9,600
shares
|
$786,912
0.07% of portfolio
|
Q4 2024
Added 173.74%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
9,596
shares
|
$786,584
0.26% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
9,575
shares
|
$784,862
0.04% of portfolio
|
Q4 2024
Reduced 10.97%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,533
shares
|
$781,420
0.42% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,503
shares
|
$778,960
0.06% of portfolio
|
Q4 2024
Added 133.78%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
9,499
shares
|
$778,633
0.32% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
9,461
shares
|
$775,518
0.01% of portfolio
|
Q4 2024
Reduced 22.88%
|
|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
9,405
shares
|
$770,927
0.04% of portfolio
|
Q1 2023
Reduced 56.48%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
9,399
shares
|
$770,436
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
9,275
shares
|
$760,271
0.32% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
9,250
shares
|
$758,222
7.55% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,124
shares
|
$747,894
0.13% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Jan 21, 2025 Q4 2024 |
9,075
shares
|
$743,877
0.54% of portfolio
|
Q1 2024
Reduced 28.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,062
shares
|
$742,812
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,050
shares
|
$741,828
0.05% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
8,879
shares
|
$727,811
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,822
shares
|
$723,139
0.4% of portfolio
|
Q4 2022
Added 9.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,792
shares
|
$720,680
0.08% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
8,773
shares
|
$719,122
0.08% of portfolio
|
Q4 2024
Reduced 36.27%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
8,765
shares
|
$718,467
0.16% of portfolio
|
Q4 2024
New holding
|