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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
114,931
shares
|
$9.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.3%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
114,528
shares
|
$9.47 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Dock Street Asset Management Inc
|
Jan 28, 2025 Q4 2024 |
113,554
shares
|
$9.39 Million
1.14% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.24 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
111,250
shares
|
$9.2 Million
1.26% of portfolio
|
Q3 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
109,932
shares
|
$9.09 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
109,822
shares
|
$9.08 Million
0.0% of portfolio
|
Q4 2024
Added 486.03%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
109,693
shares
|
$9.07 Million
0.39% of portfolio
|
Q4 2024
Added 23.43%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
108,554
shares
|
$8.97 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
107,528
shares
|
$8.89 Million
0.74% of portfolio
|
Q4 2024
Reduced 98.7%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
105,855
shares
|
$8.75 Million
0.1% of portfolio
|
Q4 2024
Added 292.33%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
104,647
shares
|
$8.65 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
104,282
shares
|
$8.62 Million
0.05% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
102,805
shares
|
$8.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
102,587
shares
|
$8.48 Million
1.28% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
102,263
shares
|
$8.45 Million
3.02% of portfolio
|
Q4 2024
Added 331.84%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
101,614
shares
|
$8.4 Million
3.39% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
100,934
shares
|
$8.34 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
100,676
shares
|
$8.32 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
100,558
shares
|
$8.31 Million
0.77% of portfolio
|
Q4 2024
Added 22.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
100,127
shares
|
$8.28 Million
0.23% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
99,511
shares
|
$8.23 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
98,570
shares
|
$8.15 Million
2.92% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
97,775
shares
|
$8.08 Million
0.55% of portfolio
|
Q4 2024
Reduced 13.01%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
97,373
shares
|
$8.05 Million
0.12% of portfolio
|
Q4 2024
Reduced 8.03%
|