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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
47,926
shares
|
$3.98 Million
0.1% of portfolio
|
Q1 2025
Added 89.96%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
47,552
shares
|
$3.95 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
47,258
shares
|
$3.93 Million
0.13% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
47,228
shares
|
$3.93 Million
3.74% of portfolio
|
Q1 2025
Added 32.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
46,757
shares
|
$3.89 Million
0.71% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.83 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
45,939
shares
|
$3.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.17%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
45,789
shares
|
$3.81 Million
1.89% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
45,530
shares
|
$3.78 Million
6.05% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
44,980
shares
|
$3.74 Million
1.16% of portfolio
|
Q1 2025
Added 8.46%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
44,823
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Topel & Distasi Wealth Management, LLC
|
May 09, 2025 Q1 2025 |
44,595
shares
|
$3.71 Million
1.72% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
44,056
shares
|
$3.66 Million
0.27% of portfolio
|
Q1 2025
Added 721.33%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
43,348
shares
|
$3.6 Million
0.82% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
43,065
shares
|
$3.58 Million
0.15% of portfolio
|
Q1 2025
Reduced 89.89%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
42,845
shares
|
$3.56 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
42,758
shares
|
$3.55 Million
2.41% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
42,596
shares
|
$3.54 Million
0.1% of portfolio
|
Q1 2025
Added 58.47%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
42,542
shares
|
$3.54 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
42,472
shares
|
$3.53 Million
0.25% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
42,376
shares
|
$3.52 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
42,360
shares
|
$3.52 Million
0.87% of portfolio
|
Q1 2025
Added 106.83%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
42,284
shares
|
$3.51 Million
1.41% of portfolio
|
Q1 2025
Reduced 98.28%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
41,913
shares
|
$3.48 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.05%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
41,787
shares
|
$3.47 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.08%
|