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 |
|---|---|---|---|---|---|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
6,438
shares
|
$527,722
0.11% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
6,431
shares
|
$527,149
0.0% of portfolio
|
Q3 2024
Reduced 89.52%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
6,403
shares
|
$524,853
0.34% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
6,402
shares
|
$524,771
0.18% of portfolio
|
Q4 2024
Reduced 80.53%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
6,373
shares
|
$522,394
0.05% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
6,348
shares
|
$520,345
0.09% of portfolio
|
Q4 2024
Reduced 13.61%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
6,337
shares
|
$519,443
0.11% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,332
shares
|
$519,034
0.08% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
6,319
shares
|
$517,968
0.04% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
6,291
shares
|
$515,673
0.02% of portfolio
|
Q2 2023
Reduced 81.71%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
6,287
shares
|
$515,345
0.15% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,255
shares
|
$512,722
0.0% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,210
shares
|
$509,033
0.03% of portfolio
|
Q4 2024
Added 94.06%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
6,166
shares
|
$505,427
0.09% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
6,152
shares
|
$504,279
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
6,150
shares
|
$504,115
0.14% of portfolio
|
Q4 2023
Reduced 71.06%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
6,135
shares
|
$502,885
0.39% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
6,125
shares
|
$502,066
0.0% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
6,090
shares
|
$499,197
0.02% of portfolio
|
Q3 2024
Reduced 19.43%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
6,071
shares
|
$497,639
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
6,055
shares
|
$496,328
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
6,046
shares
|
$495,590
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
6,029
shares
|
$494,197
0.11% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,021
shares
|
$493,541
0.16% of portfolio
|
Q4 2024
Reduced 32.51%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
6,002
shares
|
$491,983
0.04% of portfolio
|
Q3 2024
Reduced 95.9%
|