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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
15,100
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 259.01%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
15,064
shares
|
$1.25 Million
0.97% of portfolio
|
Q1 2025
Reduced 33.23%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
15,053
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
14,798
shares
|
$1.23 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
14,766
shares
|
$1.23 Million
0.72% of portfolio
|
Q1 2025
Added 195.67%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
14,592
shares
|
$1.21 Million
0.67% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
14,572
shares
|
$1.21 Million
0.07% of portfolio
|
Q1 2025
Added 23.83%
|
|
|
St. James Investment Company, LLC
|
Apr 28, 2025 Q1 2025 |
14,570
shares
|
$1.21 Million
0.21% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
14,509
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
14,414
shares
|
$1.2 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
14,315
shares
|
$1.19 Million
0.5% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
14,191
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2025
Reduced 67.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
14,092
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Added 33.66%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
13,885
shares
|
$1.15 Million
0.85% of portfolio
|
Q1 2025
Added 190.54%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
13,716
shares
|
$1.14 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
13,685
shares
|
$1.14 Million
1.0% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
13,655
shares
|
$1.14 Million
0.68% of portfolio
|
Q1 2025
Reduced 17.31%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
13,625
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 12.58%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
13,536
shares
|
$1.13 Million
0.26% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
May 14, 2025 Q1 2025 |
13,481
shares
|
$1.12 Million
0.22% of portfolio
|
Q1 2025
Added 56.72%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,463
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2022
Reduced 6.79%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
13,397
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 30.93%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
13,369
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2024
Added 16.95%
|
|
|
Farmers Trust CO
|
Apr 04, 2025 Q1 2025 |
13,204
shares
|
$1.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
13,081
shares
|
$1.09 Million
0.06% of portfolio
|
Q1 2025
Added 3.1%
|