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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,422
shares
|
$1.53 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
18,420
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Added 346.76%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
18,296
shares
|
$1.52 Million
0.68% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
18,220
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
18,177
shares
|
$1.51 Million
1.06% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,143
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,103
shares
|
$1.5 Million
0.53% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
17,990
shares
|
$1.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.01%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
17,985
shares
|
$1.49 Million
0.03% of portfolio
|
Q1 2025
Added 4.61%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
17,975
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
17,920
shares
|
$1.49 Million
0.14% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Independent Family Office, LLC
|
May 13, 2025 Q1 2025 |
17,899
shares
|
$1.49 Million
0.79% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
17,841
shares
|
$1.48 Million
0.25% of portfolio
|
Q2 2023
Added 49.64%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
17,761
shares
|
$1.48 Million
0.46% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
17,570
shares
|
$1.46 Million
0.19% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
17,249
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17,223
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2023
Added 6.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,204
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2023
Reduced 19.97%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Apr 16, 2025 Q1 2025 |
17,204
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2025
Reduced 30.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
16,924
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
16,908
shares
|
$1.41 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.84%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
16,829
shares
|
$1.4 Million
1.83% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
16,814
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 232.16%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
16,789
shares
|
$1.4 Million
1.1% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
16,721
shares
|
$1.39 Million
0.39% of portfolio
|
Q1 2025
Reduced 18.05%
|