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 |
|---|---|---|---|---|---|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
9,939
shares
|
$826,129
0.07% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
9,916
shares
|
$824,217
0.31% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
9,898
shares
|
$822,721
0.09% of portfolio
|
Q3 2023
Added 11.59%
|
|
|
Herr Investment Group LLC
Austin, TX |
Aug 12, 2024 Q2 2024 |
9,891
shares
|
$822,139
0.05% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
9,852
shares
|
$818,898
0.05% of portfolio
|
Q1 2025
Added 88.81%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
9,804
shares
|
$814,908
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Apr 22, 2025 Q1 2025 |
9,771
shares
|
$812,165
0.28% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
May 14, 2025 Q1 2025 |
9,771
shares
|
$812,165
0.83% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
9,721
shares
|
$808,009
0.02% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,680
shares
|
$804,601
0.0% of portfolio
|
Q1 2025
Reduced 7.28%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
9,653
shares
|
$802,357
0.2% of portfolio
|
Q1 2025
Reduced 43.79%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,645
shares
|
$801,692
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
9,632
shares
|
$800,611
0.22% of portfolio
|
Q1 2025
Reduced 20.34%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
9,557
shares
|
$794,377
0.13% of portfolio
|
Q1 2025
Added 181.09%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,551
shares
|
$793,879
0.06% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,533
shares
|
$792,382
0.42% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
9,436
shares
|
$784,320
0.12% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
New South Capital Management Inc
Memphis, TN |
Apr 28, 2025 Q1 2025 |
9,405
shares
|
$781,743
0.04% of portfolio
|
Q1 2023
Reduced 56.48%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Apr 14, 2025 Q1 2025 |
9,343
shares
|
$776,590
0.3% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
9,289
shares
|
$772,101
0.53% of portfolio
|
Q1 2025
Added 148.63%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
9,255
shares
|
$769,275
0.0% of portfolio
|
Q1 2025
Reduced 66.6%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
9,250
shares
|
$768,860
7.55% of portfolio
|
Q1 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,240
shares
|
$768,028
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
9,161
shares
|
$761,462
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
9,158
shares
|
$761,212
0.03% of portfolio
|
Q1 2025
Reduced 70.35%
|