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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
2,744
shares
|
$225,117
0.03% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
2,732
shares
|
$224,133
0.09% of portfolio
|
Q3 2023
Reduced 8.93%
|
|
|
Sbb Research Group LLC
|
Nov 13, 2023 Q3 2023 |
2,727
shares
|
$223,723
0.39% of portfolio
|
Q2 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
2,716
shares
|
$222,820
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,714
shares
|
$222,656
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
2,709
shares
|
$222,246
0.22% of portfolio
|
Q3 2024
Reduced 36.76%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,688
shares
|
$220,523
0.02% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
2,686
shares
|
$220,359
0.09% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,676
shares
|
$219,539
0.12% of portfolio
|
Q1 2023
Reduced 82.62%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
2,650
shares
|
$217,406
0.02% of portfolio
|
Q3 2024
Added 221.21%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
2,647
shares
|
$217,159
0.01% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
2,645
shares
|
$216,995
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,638
shares
|
$216,421
0.04% of portfolio
|
Q2 2024
Reduced 33.74%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,625
shares
|
$215,355
0.01% of portfolio
|
Q3 2024
Reduced 16.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Oct 16, 2024 Q3 2024 |
2,623
shares
|
$215,190
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
2,609
shares
|
$214,042
0.03% of portfolio
|
Q4 2023
Reduced 57.08%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
2,570
shares
|
$210,842
0.09% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,559
shares
|
$209,940
0.05% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
2,537
shares
|
$208,135
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
2,525
shares
|
$207,151
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,519
shares
|
$206,658
0.01% of portfolio
|
Q3 2024
Reduced 30.45%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,519
shares
|
$206,658
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
2,515
shares
|
$206,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
2,509
shares
|
$205,838
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,493
shares
|
$204,525
0.0% of portfolio
|
Q3 2024
Reduced 79.71%
|