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 |
|---|---|---|---|---|---|
|
Scopus Asset Management, L.P.
New York, NY |
May 15, 2025 Q1 2025 |
619,000
shares
|
$51.5 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
601,314
shares
|
$50 Million
0.1% of portfolio
|
Q1 2025
Reduced 37.54%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
560,933
shares
|
$46.6 Million
3.29% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
540,922
shares
|
$45 Million
1.44% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
532,410
shares
|
$44.3 Million
10.7% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
530,690
shares
|
$44.1 Million
4.81% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
518,159
shares
|
$43.1 Million
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
515,581
shares
|
$42.9 Million
1.49% of portfolio
|
Q1 2025
Reduced 63.05%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
507,326
shares
|
$42.2 Million
0.86% of portfolio
|
Q1 2025
Added 106.46%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
501,657
shares
|
$41.7 Million
0.39% of portfolio
|
Q1 2025
Added 14.58%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
492,509
shares
|
$40.9 Million
1.03% of portfolio
|
Q1 2025
Reduced 36.96%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
488,228
shares
|
$40.6 Million
0.07% of portfolio
|
Q1 2025
Added 77.85%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
458,799
shares
|
$38.1 Million
4.21% of portfolio
|
Q4 2024
Added 257652.25%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
453,914
shares
|
$37.7 Million
8.11% of portfolio
|
Q1 2025
Added 6709.39%
|
|
|
America First Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
451,616
shares
|
$37.5 Million
8.71% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
437,915
shares
|
$36.4 Million
0.23% of portfolio
|
Q2 2023
Added 36.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
437,386
shares
|
$36.4 Million
0.63% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
429,838
shares
|
$35.7 Million
0.07% of portfolio
|
Q1 2025
Reduced 17.67%
|
|
|
Marks Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
429,648
shares
|
$35.7 Million
13.05% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
426,400
shares
|
$35.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
421,275
shares
|
$35 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
404,252
shares
|
$33.6 Million
0.49% of portfolio
|
Q1 2025
Added 18.88%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
396,918
shares
|
$33 Million
0.12% of portfolio
|
Q2 2023
Added 15.7%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
391,455
shares
|
$32.5 Million
1.05% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
380,718
shares
|
$31.6 Million
21.73% of portfolio
|
Q1 2025
Added 47.48%
|