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 |
|---|---|---|---|---|---|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
6,150
shares
|
$511,188
0.15% of portfolio
|
Q4 2023
Reduced 71.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
6,142
shares
|
$510,523
0.2% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
6,135
shares
|
$509,941
0.39% of portfolio
|
Q3 2024
Added 31.37%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
6,121
shares
|
$508,777
0.15% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Charles Schwab Trust CO
|
Apr 10, 2025 Q1 2025 |
6,068
shares
|
$504,372
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
6,045
shares
|
$502,460
0.22% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
6,035
shares
|
$501,629
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
6,002
shares
|
$498,886
0.04% of portfolio
|
Q3 2024
Reduced 95.9%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Apr 09, 2025 Q1 2025 |
6,000
shares
|
$498,720
0.03% of portfolio
|
Q1 2025
Reduced 37.34%
|
|
|
Summa Corp.
Tomball, TX |
Apr 21, 2025 Q1 2025 |
6,000
shares
|
$498,720
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,964
shares
|
$495,727
0.05% of portfolio
|
Q1 2025
Added 30.13%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
5,933
shares
|
$493,150
0.0% of portfolio
|
Q1 2025
Reduced 11.46%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
5,885
shares
|
$489,161
0.17% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,881
shares
|
$488,828
0.01% of portfolio
|
Q1 2025
Added 49.15%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
5,879
shares
|
$488,662
0.32% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
5,853
shares
|
$486,501
0.14% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,842
shares
|
$485,587
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
5,840
shares
|
$485,420
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,820
shares
|
$483,758
0.74% of portfolio
|
Q3 2023
Reduced 24.81%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
5,794
shares
|
$481,597
0.06% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
5,790
shares
|
$481,264
0.06% of portfolio
|
Q1 2025
Added 32.19%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,784
shares
|
$480,766
0.12% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
5,768
shares
|
$479,436
0.34% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$477,940
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
5,720
shares
|
$475,446
0.03% of portfolio
|
Q1 2025
Reduced 0.78%
|