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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
111,665
shares
|
$9.28 Million
1.06% of portfolio
|
Q1 2025
Added 843.36%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
111,083
shares
|
$9.23 Million
0.9% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
110,806
shares
|
$9.21 Million
0.75% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
110,532
shares
|
$9.19 Million
1.42% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
109,613
shares
|
$9.11 Million
0.33% of portfolio
|
Q1 2025
Added 27.09%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Apr 08, 2025 Q1 2025 |
108,957
shares
|
$9.06 Million
9.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
108,912
shares
|
$9.05 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
108,621
shares
|
$9.03 Million
0.04% of portfolio
|
Q1 2025
Reduced 50.96%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
105,919
shares
|
$8.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 37.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
103,582
shares
|
$8.61 Million
0.58% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Adar1 Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
103,337
shares
|
$8.59 Million
1.59% of portfolio
|
Q1 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
103,009
shares
|
$8.56 Million
0.18% of portfolio
|
Q1 2025
Added 23.33%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
102,316
shares
|
$8.5 Million
0.23% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
102,152
shares
|
$8.49 Million
0.01% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
101,599
shares
|
$8.44 Million
3.1% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
100,934
shares
|
$8.39 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
100,700
shares
|
$8.37 Million
6.5% of portfolio
|
Q1 2025
Added 12.52%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
100,673
shares
|
$8.37 Million
3.55% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
100,194
shares
|
$8.33 Million
6.04% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
99,701
shares
|
$8.29 Million
0.04% of portfolio
|
Q1 2025
Reduced 70.68%
|
|
|
Lwm Advisors Inc
El Dorado Hills, CA |
May 13, 2025 Q1 2025 |
99,174
shares
|
$8.24 Million
8.41% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
98,570
shares
|
$8.19 Million
2.92% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Future You Wealth LLC
New York, NY |
May 02, 2025 Q1 2025 |
97,635
shares
|
$8.12 Million
5.17% of portfolio
|
Q1 2025
Added 12.67%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
96,645
shares
|
$8.03 Million
0.76% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
94,917
shares
|
$7.89 Million
3.68% of portfolio
|
Q1 2025
Added 56.25%
|