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 1,280 institutions that hold shares in the stock, with a total of 238 Million shares, which have been reported (via 13F filing form) to have a value of $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
34,505,275
shares
|
$2.83 Billion
0.2% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
22,193,385
shares
|
$1.82 Billion
0.04% of portfolio
|
Q2 2024
Reduced 9.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
15,282,874
shares
|
$1.25 Billion
0.11% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
11,544,623
shares
|
$947 Million
0.08% of portfolio
|
Q4 2024
Added 47.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,232,624
shares
|
$757 Million
2.21% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,437,556
shares
|
$528 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
5,483,336
shares
|
$450 Million
0.1% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,378,607
shares
|
$441 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
5,182,691
shares
|
$425 Million
0.21% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
4,745,412
shares
|
$389 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
4,680,628
shares
|
$384 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
4,075,986
shares
|
$334 Million
0.92% of portfolio
|
Q4 2024
Added 94.04%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
3,823,000
shares
|
$314 Million
2.44% of portfolio
|
Q3 2024
Reduced 5.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,552,711
shares
|
$291 Million
0.08% of portfolio
|
Q4 2024
Added 71.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,182,228
shares
|
$261 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
2,861,980
shares
|
$235 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,743,536
shares
|
$225 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,628,742
shares
|
$216 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
2,454,066
shares
|
$201 Million
1.34% of portfolio
|
Q4 2024
Added 4992.9%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,397,520
shares
|
$197 Million
0.43% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,149,028
shares
|
$176 Million
0.24% of portfolio
|
Q3 2024
Added 29.6%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,480,728
shares
|
$121 Million
0.07% of portfolio
|
Q4 2024
Added 57.79%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,395,425
shares
|
$114 Million
3.94% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,199,602
shares
|
$98.4 Million
0.1% of portfolio
|
Q4 2024
Reduced 24.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,128,688
shares
|
$92.6 Million
0.06% of portfolio
|
Q4 2024
Added 10.74%
|