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 1,330 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 $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
102
shares
|
$8,420
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
100
shares
|
$8,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
97
shares
|
$8,007
0.0% of portfolio
|
Q1 2025
Reduced 79.66%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
96
shares
|
$7,924
0.0% of portfolio
|
Q2 2024
Reduced 21.31%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
95
shares
|
$7,842
0.0% of portfolio
|
Q4 2024
Reduced 54.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
92
shares
|
$7,594
0.0% of portfolio
|
Q4 2023
Reduced 84.33%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
90
shares
|
$7,429
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
88
shares
|
$7,264
0.0% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
85
shares
|
$7,016
0.0% of portfolio
|
Q4 2024
Reduced 41.38%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
85
shares
|
$7,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
84
shares
|
$6,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
75
shares
|
$6,191
0.0% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
72
shares
|
$5,943
0.0% of portfolio
|
Q2 2023
Reduced 62.89%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
71
shares
|
$5,861
0.0% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
68
shares
|
$5,613
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$5,530
0.0% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
66
shares
|
$5,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
65
shares
|
$5,365
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
51
shares
|
$4,210
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
47
shares
|
$3,879
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
45
shares
|
$3,714
0.0% of portfolio
|
Q2 2025
Reduced 50.55%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
44
shares
|
$3,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
42
shares
|
$3,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,467
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
37
shares
|
$3,054
0.0% of portfolio
|
Q4 2022
New holding
|