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 |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
30,000
shares
|
$2.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.56%
|
|
|
Irenic Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
30,000
shares
|
$2.49 Million
0.38% of portfolio
|
Q1 2025
Added 400.0%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
29,965
shares
|
$2.49 Million
0.22% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
29,650
shares
|
$2.46 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
29,587
shares
|
$2.46 Million
0.04% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
29,499
shares
|
$2.45 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
29,499
shares
|
$2.45 Million
0.67% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
29,351
shares
|
$2.44 Million
0.55% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
29,172
shares
|
$2.42 Million
2.45% of portfolio
|
Q4 2024
Added 550.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
29,109
shares
|
$2.42 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
28,992
shares
|
$2.41 Million
0.17% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
28,909
shares
|
$2.4 Million
0.62% of portfolio
|
Q1 2025
Reduced 33.31%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
28,540
shares
|
$2.37 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Apr 23, 2025 Q1 2025 |
28,511
shares
|
$2.37 Million
1.56% of portfolio
|
Q1 2025
Added 23.13%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
28,482
shares
|
$2.37 Million
2.49% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Apr 22, 2025 Q1 2025 |
28,321
shares
|
$2.35 Million
2.68% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
28,081
shares
|
$2.33 Million
1.1% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
28,078
shares
|
$2.33 Million
0.8% of portfolio
|
Q1 2025
Added 166.5%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
27,962
shares
|
$2.32 Million
0.22% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Life Guide Financial Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
27,789
shares
|
$2.31 Million
1.22% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
27,617
shares
|
$2.3 Million
0.07% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
27,464
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
Added 5.35%
|
|
|
Oak Associates LTD
Akron, OH |
May 14, 2025 Q1 2025 |
27,401
shares
|
$2.28 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
27,346
shares
|
$2.27 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.97%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
27,254
shares
|
$2.27 Million
0.26% of portfolio
|
Q1 2025
Added 3.81%
|