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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
21,686
shares
|
$1.8 Million
0.11% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
21,634
shares
|
$1.8 Million
0.43% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
21,628
shares
|
$1.8 Million
0.13% of portfolio
|
Q1 2025
Added 87.48%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
21,500
shares
|
$1.79 Million
2.34% of portfolio
|
Q1 2023
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
21,498
shares
|
$1.79 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
21,474
shares
|
$1.78 Million
0.04% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
21,458
shares
|
$1.78 Million
0.64% of portfolio
|
Q1 2024
Added 117.34%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
21,411
shares
|
$1.78 Million
1.6% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
21,404
shares
|
$1.78 Million
0.26% of portfolio
|
Q2 2023
Reduced 2.86%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
21,214
shares
|
$1.76 Million
0.15% of portfolio
|
Q1 2025
Reduced 90.76%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,148
shares
|
$1.76 Million
0.02% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
21,080
shares
|
$1.75 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.18%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
20,989
shares
|
$1.74 Million
0.56% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
20,980
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 19.18%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
20,979
shares
|
$1.74 Million
1.73% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
20,941
shares
|
$1.74 Million
0.24% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
20,930
shares
|
$1.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
20,904
shares
|
$1.74 Million
0.08% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
20,862
shares
|
$1.73 Million
0.19% of portfolio
|
Q4 2024
Reduced 60.55%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
20,748
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
20,678
shares
|
$1.72 Million
0.48% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Apr 10, 2025 Q1 2025 |
20,604
shares
|
$1.71 Million
0.52% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
20,509
shares
|
$1.7 Million
0.62% of portfolio
|
Q1 2025
Added 12.33%
|
|
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
Apr 25, 2025 Q1 2025 |
20,329
shares
|
$1.69 Million
1.59% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
20,235
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.21%
|