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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$6,982
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
75
shares
|
$6,234
0.0% of portfolio
|
Q1 2025
Reduced 98.79%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
72
shares
|
$5,984
0.0% of portfolio
|
Q2 2023
Reduced 62.89%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
71
shares
|
$5,901
0.0% of portfolio
|
Q1 2025
Reduced 60.77%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
68
shares
|
$5,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$5,569
0.0% of portfolio
|
Q1 2025
Reduced 19.28%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
66
shares
|
$5,485
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
65
shares
|
$5,402
0.0% of portfolio
|
Q4 2023
Reduced 38.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
51
shares
|
$4,239
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
47
shares
|
$3,906
0.0% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
44
shares
|
$3,657
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
42
shares
|
$3,491
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,491
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
37
shares
|
$3,075
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
36
shares
|
$2,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
30
shares
|
$2,493
0.0% of portfolio
|
Q1 2025
Reduced 62.5%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
26
shares
|
$2,161
0.0% of portfolio
|
Q1 2025
Reduced 43.48%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
22
shares
|
$1,828
0.0% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,662
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,662
0.0% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
19
shares
|
$1,579
0.0% of portfolio
|
Q1 2025
Reduced 89.39%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
19
shares
|
$1,579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
18
shares
|
$1,496
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
15
shares
|
$1,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
12
shares
|
$997
0.0% of portfolio
|
Q1 2025
New holding
|