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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,711
shares
|
$225,338
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
2,706
shares
|
$224,922
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,700
shares
|
$224,424
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
2,689
shares
|
$223,509
0.01% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
2,685
shares
|
$223,177
0.05% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,676
shares
|
$222,429
0.12% of portfolio
|
Q1 2023
Reduced 82.62%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
2,670
shares
|
$221,930
0.03% of portfolio
|
Q1 2025
Reduced 27.05%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
2,644
shares
|
$219,769
0.2% of portfolio
|
Q1 2025
Added 15.11%
|
|
|
Financial Life Advisors
|
Apr 24, 2025 Q1 2025 |
2,634
shares
|
$218,938
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
May 15, 2025 Q1 2025 |
2,618
shares
|
$217,608
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,609
shares
|
$216,860
0.03% of portfolio
|
Q4 2023
Reduced 57.08%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
2,595
shares
|
$215,696
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,571
shares
|
$213,701
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
2,556
shares
|
$212,454
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,529
shares
|
$210,210
0.01% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
2,525
shares
|
$209,878
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
2,516
shares
|
$209,129
0.02% of portfolio
|
Q1 2025
Added 18.34%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,505
shares
|
$208,215
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
2,500
shares
|
$207,800
0.06% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
2,493
shares
|
$207,218
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
2,485
shares
|
$206,553
0.03% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
2,477
shares
|
$205,888
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
2,470
shares
|
$205,306
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
2,465
shares
|
$204,890
0.06% of portfolio
|
Q4 2023
Reduced 33.02%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,460
shares
|
$204,475
0.06% of portfolio
|
Q1 2025
Added 0.65%
|