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 |
|---|---|---|---|---|---|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Apr 21, 2025 Q1 2025 |
55,675
shares
|
$4.63 Million
1.47% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
54,992
shares
|
$4.57 Million
0.06% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
54,516
shares
|
$4.53 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
54,460
shares
|
$4.53 Million
0.09% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Ubp Investment Advisors Sa
|
Oct 04, 2022 Q3 2022 |
54,217
shares
|
$4.51 Million
2.27% of portfolio
|
Q3 2022
Reduced 31.13%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
53,811
shares
|
$4.47 Million
0.36% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
53,727
shares
|
$4.47 Million
0.59% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
53,519
shares
|
$4.45 Million
0.13% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
53,345
shares
|
$4.43 Million
4.29% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
53,278
shares
|
$4.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Apr 09, 2025 Q1 2025 |
53,243
shares
|
$4.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
53,078
shares
|
$4.41 Million
2.86% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
52,912
shares
|
$4.4 Million
0.48% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Prepared Retirement Institute LLC
Lansdale, PA |
May 01, 2025 Q1 2025 |
52,697
shares
|
$4.38 Million
2.78% of portfolio
|
Q1 2025
Reduced 14.84%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
52,567
shares
|
$4.37 Million
0.33% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
52,171
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Timelo Investment Management Inc.
|
May 13, 2025 Q1 2025 |
52,100
shares
|
$4.33 Million
12.68% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
52,082
shares
|
$4.33 Million
2.35% of portfolio
|
Q4 2023
Reduced 3.44%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
50,937
shares
|
$4.23 Million
0.42% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
50,536
shares
|
$4.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
50,518
shares
|
$4.2 Million
1.52% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
50,345
shares
|
$4.18 Million
0.47% of portfolio
|
Q1 2025
Reduced 14.48%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
48,635
shares
|
$4.04 Million
2.43% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
48,519
shares
|
$4.03 Million
0.09% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
48,071
shares
|
$4 Million
1.39% of portfolio
|
Q1 2025
Added 22.08%
|