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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
83,375
shares
|
$6.93 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
82,860
shares
|
$6.89 Million
0.14% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
82,817
shares
|
$6.88 Million
2.27% of portfolio
|
Q1 2025
Reduced 58.3%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
82,023
shares
|
$6.82 Million
0.7% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Efficient Advisors, LLC
|
May 06, 2025 Q1 2025 |
81,812
shares
|
$6.8 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
81,211
shares
|
$6.75 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
80,265
shares
|
$6.67 Million
3.49% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
79,666
shares
|
$6.62 Million
0.18% of portfolio
|
Q1 2025
Added 21.34%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
May 07, 2025 Q1 2025 |
79,540
shares
|
$6.61 Million
1.4% of portfolio
|
Q1 2025
Reduced 34.85%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
79,337
shares
|
$6.59 Million
3.95% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
78,799
shares
|
$6.55 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
78,610
shares
|
$6.53 Million
1.03% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
78,127
shares
|
$6.49 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
77,361
shares
|
$6.43 Million
1.24% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
77,112
shares
|
$6.41 Million
0.71% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
76,145
shares
|
$6.33 Million
0.32% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Sterling Manor Financial, LLC
|
Apr 28, 2025 Q1 2025 |
75,788
shares
|
$6.3 Million
5.46% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
75,756
shares
|
$6.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 67.92%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
75,660
shares
|
$6.29 Million
1.92% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
75,343
shares
|
$6.26 Million
1.84% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
75,335
shares
|
$6.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.25 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|
|
|
Little House Capital LLC
Braintree, MA |
Apr 24, 2025 Q1 2025 |
75,243
shares
|
$6.25 Million
1.8% of portfolio
|
Q1 2025
Added 138.59%
|
|
|
Midwest Heritage Bank, Fsb
|
May 02, 2025 Q1 2025 |
75,196
shares
|
$6.25 Million
2.75% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
75,139
shares
|
$6.25 Million
2.11% of portfolio
|
Q1 2025
Added 2.09%
|