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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
134,227
shares
|
$11.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Broyhill Asset Management
Charlotte, NC |
May 14, 2025 Q1 2025 |
134,025
shares
|
$11.1 Million
9.02% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
133,795
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Strong Box Wealth, LLC
|
May 13, 2025 Q1 2025 |
132,638
shares
|
$11 Million
4.81% of portfolio
|
Q1 2025
Added 1.92%
|
|
|
Blue Drive Global Investors LLP
London, X0 |
Oct 18, 2024 Q3 2024 |
131,408
shares
|
$10.9 Million
12.79% of portfolio
|
Q2 2024
Added 269.89%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
131,259
shares
|
$10.9 Million
3.5% of portfolio
|
Q1 2025
Added 28.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
130,823
shares
|
$10.9 Million
0.07% of portfolio
|
Q1 2025
Added 25.45%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
130,195
shares
|
$10.8 Million
3.62% of portfolio
|
Q1 2025
Reduced 68.93%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
130,074
shares
|
$10.8 Million
0.03% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
127,961
shares
|
$10.6 Million
1.38% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
127,579
shares
|
$10.6 Million
3.32% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
White Pine Investment CO
|
Apr 23, 2025 Q1 2025 |
125,466
shares
|
$10.4 Million
2.79% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
124,887
shares
|
$10.4 Million
1.59% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
123,380
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
121,258
shares
|
$10.1 Million
1.08% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
119,283
shares
|
$9.91 Million
0.16% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
117,117
shares
|
$9.73 Million
0.25% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
116,999
shares
|
$9.72 Million
0.18% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Dock Street Asset Management Inc
|
May 01, 2025 Q1 2025 |
116,645
shares
|
$9.7 Million
1.17% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
115,863
shares
|
$9.63 Million
0.1% of portfolio
|
Q1 2025
Added 36.24%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
115,551
shares
|
$9.6 Million
0.93% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
115,347
shares
|
$9.59 Million
0.29% of portfolio
|
Q1 2025
Added 22.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
114,816
shares
|
$9.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 12.13%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
114,565
shares
|
$9.52 Million
1.98% of portfolio
|
Q1 2025
Reduced 25.51%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.29 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|