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 |
|---|---|---|---|---|---|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
322
shares
|
$26,416
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
320
shares
|
$26,252
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
319
shares
|
$26,170
0.01% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
305
shares
|
$25,022
0.0% of portfolio
|
Q2 2024
Added 74.29%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$24,612
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
295
shares
|
$24,201
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
292
shares
|
$23,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
282
shares
|
$23,135
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
277
shares
|
$22,725
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
275
shares
|
$22,561
0.0% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
275
shares
|
$22,561
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
260
shares
|
$21,330
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
247
shares
|
$20,263
0.0% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
232
shares
|
$19,033
0.01% of portfolio
|
Q2 2023
Reduced 73.76%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
228
shares
|
$18,705
0.01% of portfolio
|
Q1 2024
Added 22.37%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
227
shares
|
$18,623
0.01% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
223
shares
|
$18,294
0.0% of portfolio
|
Q3 2024
Reduced 28.75%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
207
shares
|
$16,982
0.0% of portfolio
|
Q3 2024
Reduced 75.03%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
203
shares
|
$16,654
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
200
shares
|
$16,408
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
195
shares
|
$15,997
0.0% of portfolio
|
Q3 2024
Added 387.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
191
shares
|
$15,669
0.0% of portfolio
|
Q1 2024
Reduced 15.49%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
184
shares
|
$15,095
0.01% of portfolio
|
Q1 2023
Reduced 61.51%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
184
shares
|
$15,095
0.01% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
181
shares
|
$14,849
0.0% of portfolio
|
Q3 2024
New holding
|