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 1,293 institutions that hold shares in the stock, with a total of 240 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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
361,117
shares
|
$29.9 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
354,395
shares
|
$29.3 Million
0.75% of portfolio
|
Q4 2024
Added 220.78%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
346,597
shares
|
$28.7 Million
6.02% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
345,770
shares
|
$28.6 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
342,901
shares
|
$28.3 Million
2.99% of portfolio
|
Q4 2024
Added 182.92%
|
|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
341,244
shares
|
$28.2 Million
2.15% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
340,050
shares
|
$28.1 Million
0.4% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
339,988
shares
|
$28.1 Million
0.13% of portfolio
|
Q4 2024
Reduced 51.3%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
339,784
shares
|
$28.1 Million
0.54% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
335,117
shares
|
$27.7 Million
0.28% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
334,055
shares
|
$27.6 Million
0.29% of portfolio
|
Q4 2024
Reduced 98.78%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
333,464
shares
|
$27.6 Million
0.64% of portfolio
|
Q4 2024
Added 25.91%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
325,914
shares
|
$26.9 Million
0.16% of portfolio
|
Q4 2024
Added 61.88%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
316,689
shares
|
$26.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
308,766
shares
|
$25.5 Million
0.41% of portfolio
|
Q2 2023
Added 17.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
307,168
shares
|
$25.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
305,471
shares
|
$25.3 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
300,647
shares
|
$24.9 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
300,611
shares
|
$24.9 Million
0.11% of portfolio
|
Q4 2024
Added 12.56%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
299,685
shares
|
$24.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
298,401
shares
|
$24.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
290,384
shares
|
$24 Million
0.01% of portfolio
|
Q4 2024
Added 27.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
287,388
shares
|
$23.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
280,676
shares
|
$23.2 Million
1.7% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
278,475
shares
|
$23 Million
0.91% of portfolio
|
Q4 2024
Added 44.58%
|