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 |
|---|---|---|---|---|---|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
8,323
shares
|
$691,807
0.17% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
8,322
shares
|
$691,724
0.23% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
8,285
shares
|
$688,649
0.08% of portfolio
|
Q4 2024
Reduced 17.79%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
8,280
shares
|
$688,233
0.1% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
8,193
shares
|
$681,002
0.3% of portfolio
|
Q1 2025
Reduced 18.06%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,161
shares
|
$678,342
0.06% of portfolio
|
Q1 2025
Added 101912.5%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
8,135
shares
|
$676,181
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
8,129
shares
|
$675,682
0.03% of portfolio
|
Q1 2025
Reduced 31.46%
|
|
|
Stolper CO
|
Apr 08, 2025 Q1 2025 |
8,118
shares
|
$674,768
0.22% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
8,116
shares
|
$674,601
0.02% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
8,050
shares
|
$669,116
0.02% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Bromfield Sneider Wealth Advisors
|
Apr 10, 2024 Q1 2024 |
7,969
shares
|
$662,383
0.41% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
7,943
shares
|
$660,222
0.45% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
7,921
shares
|
$658,393
0.06% of portfolio
|
Q1 2025
Added 70.67%
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
7,914
shares
|
$657,811
0.13% of portfolio
|
Q1 2025
Reduced 31.85%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
7,829
shares
|
$650,746
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
7,807
shares
|
$648,917
0.54% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
7,786
shares
|
$647,172
0.08% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
7,768
shares
|
$645,676
0.17% of portfolio
|
Q1 2025
Added 50.57%
|
|
|
Compass Investment Advisers LLC
Portland, OR |
Apr 09, 2025 Q4 2024 |
7,763
shares
|
$645,260
1.85% of portfolio
|
Q4 2024
New holding
|
|
|
Lokken Investment Group LLC
|
May 01, 2025 Q1 2025 |
7,713
shares
|
$641,104
0.3% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
7,704
shares
|
$640,356
0.02% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Apr 14, 2025 Q1 2025 |
7,686
shares
|
$638,860
0.51% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,666
shares
|
$637,197
1.15% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
F
|
May 14, 2025 Q1 2025 |
7,610
shares
|
$632,543
0.03% of portfolio
|
Q1 2025
Reduced 1.55%
|