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 1,207 institutions that hold shares in the stock, with a total of 233 Million shares, which have been reported (via 13F filing form) to have a value of $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
359,137
shares
|
$29.5 Million
0.26% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
355,929
shares
|
$29.2 Million
5.96% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
353,973
shares
|
$29 Million
0.01% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
350,498
shares
|
$28.8 Million
20.61% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
346,248
shares
|
$28.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
345,902
shares
|
$28.4 Million
0.18% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
338,010
shares
|
$27.7 Million
0.2% of portfolio
|
Q3 2024
Added 28.85%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
329,000
shares
|
$27 Million
2.08% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
323,977
shares
|
$26.6 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Beam Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
323,001
shares
|
$26.5 Million
8.25% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
322,454
shares
|
$26.5 Million
4.16% of portfolio
|
Q3 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
319,907
shares
|
$26.2 Million
0.26% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
315,118
shares
|
$25.9 Million
0.53% of portfolio
|
Q2 2024
Added 25.48%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
311,175
shares
|
$25.5 Million
0.09% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
308,766
shares
|
$25.3 Million
0.41% of portfolio
|
Q2 2023
Added 17.66%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
307,168
shares
|
$25.2 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
303,220
shares
|
$24.9 Million
0.36% of portfolio
|
Q3 2024
Added 20.71%
|
|
|
Insight 2811, Inc.
Chicago, IL |
Nov 06, 2024 Q3 2024 |
293,888
shares
|
$24.1 Million
12.28% of portfolio
|
Q3 2024
Reduced 36.55%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
292,856
shares
|
$24 Million
0.18% of portfolio
|
Q3 2024
Added 5.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
291,716
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
290,324
shares
|
$23.8 Million
0.05% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
277,692
shares
|
$22.8 Million
9.08% of portfolio
|
Q4 2022
Reduced 98.77%
|
|
|
Argi Investment Services, LLC
|
Nov 12, 2024 Q3 2024 |
276,754
shares
|
$22.7 Million
1.94% of portfolio
|
Q3 2024
Reduced 82.49%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Nov 12, 2024 Q3 2024 |
275,229
shares
|
$22.6 Million
21.92% of portfolio
|
Q3 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
269,682
shares
|
$22.1 Million
1.73% of portfolio
|
Q3 2024
Added 10.25%
|