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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
4,137
shares
|
$343,867
0.12% of portfolio
|
Q4 2023
Added 58.02%
|
|
|
Wernau Asset Management Inc.
Gloucester, MA |
May 07, 2025 Q1 2025 |
4,136
shares
|
$343,784
0.27% of portfolio
|
Q1 2025
Reduced 5.89%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
4,126
shares
|
$342,953
0.1% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$338,547
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
4,073
shares
|
$338,547
0.07% of portfolio
|
Q1 2025
Added 49.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
4,038
shares
|
$335,638
0.03% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
4,036
shares
|
$335,472
0.21% of portfolio
|
Q1 2025
Reduced 64.09%
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
4,022
shares
|
$334,308
0.19% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
4,001
shares
|
$332,563
0.11% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
New Capital Management LP
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$332,480
0.11% of portfolio
|
Q1 2025
Reduced 88.87%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
3,980
shares
|
$330,817
0.1% of portfolio
|
Q1 2025
Reduced 20.83%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
May 12, 2025 Q1 2025 |
3,955
shares
|
$328,739
0.11% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
3,948
shares
|
$328,157
0.08% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
3,935
shares
|
$327,077
0.09% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
3,914
shares
|
$325,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,914
shares
|
$325,331
0.33% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
3,905
shares
|
$324,583
0.1% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
3,888
shares
|
$323,170
0.01% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,880
shares
|
$322,505
0.01% of portfolio
|
Q1 2025
Added 38.13%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
3,870
shares
|
$321,674
0.26% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Km Capital Management Ltd.
Austin, TX |
May 02, 2025 Q1 2025 |
3,853
shares
|
$320,261
0.17% of portfolio
|
Q1 2025
Reduced 45.29%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,852
shares
|
$320,178
0.02% of portfolio
|
Q1 2025
Added 2.04%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
3,851
shares
|
$320,095
0.19% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
3,812
shares
|
$316,853
0.03% of portfolio
|
Q1 2025
Reduced 15.02%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
3,800
shares
|
$315,856
0.2% of portfolio
|
Q2 2024
Reduced 10.06%
|