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 1,333 institutions that hold shares in the stock, with a total of 280 Million shares, which have been reported (via 13F filing form) to have a value of $23.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
300,926
shares
|
$24.9 Million
1.85% of portfolio
|
Q1 2025
Added 7.21%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
299,698
shares
|
$24.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
287,895
shares
|
$23.8 Million
4.72% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
282,689
shares
|
$23.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
281,682
shares
|
$23.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 55.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
281,327
shares
|
$23.2 Million
0.35% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
279,936
shares
|
$23.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$22.9 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
276,908
shares
|
$22.9 Million
0.17% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
275,763
shares
|
$22.8 Million
0.47% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
May 14, 2025 Q1 2025 |
275,229
shares
|
$22.7 Million
22.52% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
272,770
shares
|
$22.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
272,753
shares
|
$22.5 Million
0.0% of portfolio
|
Q1 2025
Added 78.62%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
269,355
shares
|
$22.3 Million
4.13% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
263,490
shares
|
$21.8 Million
0.24% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
250,256
shares
|
$20.7 Million
0.69% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
238,479
shares
|
$19.7 Million
0.05% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
238,051
shares
|
$19.7 Million
0.22% of portfolio
|
Q1 2025
Added 124.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
237,525
shares
|
$19.6 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
237,257
shares
|
$19.6 Million
3.14% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
237,014
shares
|
$19.6 Million
0.8% of portfolio
|
Q2 2025
Added 223.29%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.6 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
235,690
shares
|
$19.5 Million
6.76% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
234,341
shares
|
$19.4 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
232,745
shares
|
$19.2 Million
0.24% of portfolio
|
Q1 2025
Added 37.84%
|