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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,108
shares
|
$3.08 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
36,951
shares
|
$3.07 Million
1.12% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
36,478
shares
|
$3.03 Million
0.71% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
36,135
shares
|
$3 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.35%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
36,129
shares
|
$3 Million
0.23% of portfolio
|
Q1 2025
Reduced 34.94%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
35,926
shares
|
$2.99 Million
0.14% of portfolio
|
Q1 2025
Added 34.66%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
35,389
shares
|
$2.94 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
35,169
shares
|
$2.92 Million
0.68% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
35,087
shares
|
$2.92 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
34,990
shares
|
$2.91 Million
0.3% of portfolio
|
Q1 2025
Reduced 25.56%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
34,446
shares
|
$2.86 Million
1.29% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Hollow Brook Wealth Management LLC
|
May 14, 2025 Q1 2025 |
34,414
shares
|
$2.86 Million
0.84% of portfolio
|
Q1 2025
Reduced 3.93%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
34,367
shares
|
$2.86 Million
0.33% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
34,337
shares
|
$2.85 Million
0.91% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
34,147
shares
|
$2.84 Million
0.97% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
34,041
shares
|
$2.83 Million
0.28% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
33,690
shares
|
$2.8 Million
0.77% of portfolio
|
Q1 2025
Added 29.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
33,577
shares
|
$2.79 Million
0.27% of portfolio
|
Q4 2022
Reduced 21.82%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
33,345
shares
|
$2.77 Million
1.25% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
33,189
shares
|
$2.76 Million
0.29% of portfolio
|
Q1 2025
Added 36.61%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
33,140
shares
|
$2.75 Million
0.15% of portfolio
|
Q1 2025
Added 226.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
32,898
shares
|
$2.73 Million
0.13% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
32,710
shares
|
$2.72 Million
0.89% of portfolio
|
Q1 2025
Reduced 74.82%
|
|
|
Perennial Advisors, LLC
New York, NY |
Apr 14, 2025 Q1 2025 |
32,416
shares
|
$2.69 Million
0.55% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
32,351
shares
|
$2.69 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.13%
|