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 |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
4,795
shares
|
$398,560
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
4,791
shares
|
$398,227
0.06% of portfolio
|
Q1 2025
Reduced 26.43%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
4,790
shares
|
$398,144
0.08% of portfolio
|
Q1 2025
Reduced 16.4%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
4,781
shares
|
$397,396
0.09% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
4,780
shares
|
$397,313
0.19% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
4,775
shares
|
$396,898
0.07% of portfolio
|
Q3 2023
Reduced 21.33%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
4,767
shares
|
$396,233
0.6% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,757
shares
|
$395,401
0.03% of portfolio
|
Q4 2022
Reduced 19.17%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
4,750
shares
|
$394,820
0.18% of portfolio
|
Q1 2025
Added 26.67%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,714
shares
|
$391,827
0.15% of portfolio
|
Q2 2022
Added 56.14%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
May 01, 2025 Q1 2025 |
4,689
shares
|
$389,749
0.05% of portfolio
|
Q1 2025
Reduced 39.07%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
4,675
shares
|
$388,586
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
4,663
shares
|
$387,588
0.21% of portfolio
|
Q1 2025
Reduced 34.51%
|
|
|
Windward Private Wealth Management Inc.
|
May 08, 2025 Q1 2025 |
4,661
shares
|
$387,422
0.15% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,635
shares
|
$385,261
0.03% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
4,606
shares
|
$382,850
0.21% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
4,597
shares
|
$382,102
0.07% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
4,594
shares
|
$381,853
0.01% of portfolio
|
Q1 2025
Reduced 21.83%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
4,583
shares
|
$380,938
0.07% of portfolio
|
Q4 2023
Reduced 94.88%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
4,555
shares
|
$378,611
0.14% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
4,537
shares
|
$377,115
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vericrest Private Wealth
Newtown, PA |
Aug 15, 2022 Q2 2022 |
4,520
shares
|
$375,702
0.46% of portfolio
|
Q2 2022
Reduced 4.38%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
4,502
shares
|
$374,206
0.08% of portfolio
|
Q1 2025
Reduced 37.32%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
4,479
shares
|
$372,294
0.31% of portfolio
|
Q1 2025
Reduced 43.65%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
4,472
shares
|
$371,712
0.02% of portfolio
|
Q1 2025
Reduced 96.24%
|