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 |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
287,678
shares
|
$23.9 Million
1.16% of portfolio
|
Q1 2025
Added 27.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
282,689
shares
|
$23.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
281,682
shares
|
$23.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 55.98%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
281,327
shares
|
$23.4 Million
0.35% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
279,936
shares
|
$23.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 22.48%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$23.1 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
276,908
shares
|
$23 Million
0.17% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
275,763
shares
|
$22.9 Million
0.47% of portfolio
|
Q1 2025
Added 30.55%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
May 14, 2025 Q1 2025 |
275,229
shares
|
$22.9 Million
22.52% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
272,770
shares
|
$22.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
272,753
shares
|
$22.7 Million
0.0% of portfolio
|
Q1 2025
Added 78.62%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
263,490
shares
|
$21.9 Million
0.24% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
261,424
shares
|
$21.7 Million
0.51% of portfolio
|
Q1 2025
Reduced 21.6%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
260,857
shares
|
$21.7 Million
0.81% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
250,256
shares
|
$20.8 Million
0.69% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
242,533
shares
|
$20.2 Million
0.67% of portfolio
|
Q1 2025
Added 121.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
238,479
shares
|
$19.8 Million
0.05% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
238,051
shares
|
$19.8 Million
0.22% of portfolio
|
Q1 2025
Added 124.88%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.7 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Beam Wealth Advisors, Inc.
|
May 09, 2025 Q1 2025 |
235,690
shares
|
$19.6 Million
6.76% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
234,341
shares
|
$19.5 Million
2.19% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
232,745
shares
|
$19.3 Million
0.24% of portfolio
|
Q1 2025
Added 37.84%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
232,693
shares
|
$19.3 Million
3.34% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
230,656
shares
|
$19.2 Million
1.68% of portfolio
|
Q1 2025
Added 427.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
229,030
shares
|
$19 Million
0.16% of portfolio
|
Q1 2025
Added 9.3%
|