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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,569
shares
|
$456,490
0.01% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
5,565
shares
|
$456,163
0.02% of portfolio
|
Q3 2021
Added 53.52%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,561
shares
|
$455,835
0.05% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,514
shares
|
$451,982
0.04% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
5,464
shares
|
$447,884
0.0% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
5,447
shares
|
$446,490
0.11% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
5,399
shares
|
$442,556
0.36% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
5,395
shares
|
$442,228
0.01% of portfolio
|
Q4 2024
Added 36.58%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
5,374
shares
|
$440,506
0.22% of portfolio
|
Q3 2024
Added 44.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
5,329
shares
|
$436,818
0.02% of portfolio
|
Q2 2023
Added 15.25%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
5,321
shares
|
$436,162
0.2% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Twele Capital Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,296
shares
|
$434,113
0.09% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
5,262
shares
|
$431,326
0.05% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,248
shares
|
$430,178
0.03% of portfolio
|
Q4 2024
Reduced 12.15%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
5,229
shares
|
$428,621
0.01% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
5,218
shares
|
$427,719
0.02% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
5,211
shares
|
$427,145
0.23% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Brickley Wealth Management
|
Jan 27, 2025 Q4 2024 |
5,208
shares
|
$426,899
0.09% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
5,159
shares
|
$422,883
0.11% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
5,106
shares
|
$418,538
0.1% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
5,100
shares
|
$418,047
0.23% of portfolio
|
Q2 2024
Added 27.5%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,097
shares
|
$417,801
0.06% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
5,094
shares
|
$417,555
0.01% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
5,062
shares
|
$414,932
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
5,051
shares
|
$414,030
0.19% of portfolio
|
Q3 2024
Added 9.31%
|