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 |
|---|---|---|---|---|---|
|
Spring Vest Wealth Management LLC
Dallas, TX |
May 06, 2025 Q1 2025 |
20,174
shares
|
$1.68 Million
1.38% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
20,046
shares
|
$1.67 Million
0.16% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,007
shares
|
$1.66 Million
0.49% of portfolio
|
Q1 2025
Reduced 22.93%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
19,971
shares
|
$1.66 Million
0.85% of portfolio
|
Q1 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
19,900
shares
|
$1.65 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
19,862
shares
|
$1.65 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
19,856
shares
|
$1.65 Million
0.74% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
19,740
shares
|
$1.64 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
19,679
shares
|
$1.64 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
19,508
shares
|
$1.62 Million
0.15% of portfolio
|
Q1 2025
Added 125.6%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
19,491
shares
|
$1.62 Million
1.58% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
19,366
shares
|
$1.61 Million
0.2% of portfolio
|
Q1 2025
Added 370.73%
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
19,295
shares
|
$1.6 Million
0.61% of portfolio
|
Q1 2025
Added 10.41%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
19,146
shares
|
$1.59 Million
0.06% of portfolio
|
Q1 2025
Reduced 65.3%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,070
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
19,004
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Added 124.71%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
18,902
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
18,853
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
18,782
shares
|
$1.56 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Apr 11, 2025 Q1 2025 |
18,778
shares
|
$1.56 Million
0.83% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
18,704
shares
|
$1.55 Million
0.46% of portfolio
|
Q1 2025
Reduced 50.39%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
18,626
shares
|
$1.55 Million
0.13% of portfolio
|
Q1 2025
Added 181.74%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,590
shares
|
$1.55 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
18,565
shares
|
$1.54 Million
0.25% of portfolio
|
Q1 2025
Added 69.47%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
18,439
shares
|
$1.53 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.86%
|