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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
11,786
shares
|
$979,652
0.02% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
11,675
shares
|
$970,426
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
11,669
shares
|
$969,927
0.05% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
May 08, 2025 Q1 2025 |
11,630
shares
|
$966,685
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
11,556
shares
|
$960,534
1.09% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
11,536
shares
|
$958,872
0.39% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
11,457
shares
|
$952,305
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
11,450
shares
|
$951,724
0.08% of portfolio
|
Q1 2025
Reduced 7.75%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
11,448
shares
|
$951,557
0.12% of portfolio
|
Q1 2025
Added 138.0%
|
|
|
Biltmore Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
11,346
shares
|
$943,079
0.4% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
11,286
shares
|
$938,092
0.25% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,249
shares
|
$935,016
0.1% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
11,249
shares
|
$935,016
0.74% of portfolio
|
Q1 2024
Added 0.38%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
11,231
shares
|
$933,520
0.09% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
11,176
shares
|
$928,949
0.32% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Enterprise Bank & Trust CO
|
Apr 09, 2025 Q1 2025 |
11,172
shares
|
$928,616
0.36% of portfolio
|
Q4 2023
Added 0.9%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
11,171
shares
|
$928,533
0.18% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
11,166
shares
|
$928,117
0.05% of portfolio
|
Q1 2025
Reduced 12.09%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
11,141
shares
|
$926,039
0.33% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
11,140
shares
|
$925,956
0.05% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
11,136
shares
|
$925,624
0.12% of portfolio
|
Q1 2025
Added 45.49%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
11,083
shares
|
$921,218
0.56% of portfolio
|
Q1 2025
Reduced 4.49%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
10,998
shares
|
$914,153
0.44% of portfolio
|
Q3 2024
Added 19.23%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
10,966
shares
|
$911,493
0.04% of portfolio
|
Q4 2024
Added 128.46%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
10,870
shares
|
$903,514
0.1% of portfolio
|
Q1 2025
Added 7.59%
|