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 1,319 institutions that hold shares in the stock, with a total of 234 Million shares, which have been reported (via 13F filing form) to have a value of $19.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
94,887
shares
|
$7.89 Million
1.09% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
94,421
shares
|
$7.85 Million
2.97% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
93,600
shares
|
$7.78 Million
0.99% of portfolio
|
Q1 2025
Added 56.2%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
92,827
shares
|
$7.72 Million
3.18% of portfolio
|
Q4 2024
Reduced 14.03%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
92,769
shares
|
$7.71 Million
0.97% of portfolio
|
Q1 2025
Added 27.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
92,147
shares
|
$7.66 Million
0.23% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
91,739
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2022
Added 0.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
91,710
shares
|
$7.62 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Eley Financial Management, Inc
South Burlington, VT |
May 13, 2025 Q1 2025 |
91,233
shares
|
$7.58 Million
3.02% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Apr 02, 2025 Q1 2025 |
91,199
shares
|
$7.58 Million
3.08% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
90,271
shares
|
$7.5 Million
0.12% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
89,338
shares
|
$7.43 Million
5.1% of portfolio
|
Q1 2025
Added 10.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
89,191
shares
|
$7.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
88,723
shares
|
$7.37 Million
0.54% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
87,551
shares
|
$7.28 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
87,063
shares
|
$7.24 Million
0.05% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
85,601
shares
|
$7.12 Million
0.53% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
85,283
shares
|
$7.09 Million
4.19% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
85,132
shares
|
$7.08 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
84,977
shares
|
$7.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
84,650
shares
|
$7.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Apr 17, 2025 Q1 2025 |
84,499
shares
|
$7.02 Million
5.03% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
84,293
shares
|
$7.01 Million
1.56% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Durante & Waters, LLC
Brewster, NY |
Apr 28, 2025 Q1 2025 |
84,123
shares
|
$6.99 Million
5.85% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
84,108
shares
|
$6.99 Million
0.16% of portfolio
|
Q1 2024
Reduced 84.8%
|