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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
16,688
shares
|
$1.39 Million
0.19% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
16,640
shares
|
$1.38 Million
0.65% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
16,591
shares
|
$1.38 Million
0.34% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
16,468
shares
|
$1.37 Million
0.7% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Veracity Capital LLC
|
Apr 10, 2025 Q1 2025 |
16,365
shares
|
$1.36 Million
0.54% of portfolio
|
Q1 2025
Reduced 13.11%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
16,362
shares
|
$1.36 Million
0.06% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
16,256
shares
|
$1.35 Million
0.37% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
16,187
shares
|
$1.35 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
16,086
shares
|
$1.34 Million
0.84% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
15,949
shares
|
$1.33 Million
0.23% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
15,888
shares
|
$1.32 Million
0.17% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,806
shares
|
$1.31 Million
0.23% of portfolio
|
Q1 2023
Reduced 16.1%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
15,737
shares
|
$1.31 Million
0.72% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,710
shares
|
$1.31 Million
0.13% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
15,658
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Apr 14, 2025 Q1 2025 |
15,592
shares
|
$1.3 Million
1.24% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
15,566
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2025
Added 6.35%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,561
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Towercrest Capital Management
Newtown, PA |
May 08, 2025 Q1 2025 |
15,504
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Reduced 23.29%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
15,338
shares
|
$1.27 Million
0.34% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,285
shares
|
$1.27 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
15,233
shares
|
$1.27 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
May 15, 2025 Q1 2025 |
15,191
shares
|
$1.26 Million
0.3% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Apr 21, 2025 Q1 2025 |
15,141
shares
|
$1.26 Million
2.54% of portfolio
|
Q1 2025
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
15,118
shares
|
$1.26 Million
0.18% of portfolio
|
Q4 2024
Added 1.16%
|