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 |
|---|---|---|---|---|---|
|
Sawyer & Company, Inc
|
Oct 10, 2024 Q3 2024 |
65
shares
|
$5,332
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
65
shares
|
$5,332
0.0% of portfolio
|
Q4 2023
Reduced 38.1%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
50
shares
|
$4,102
0.0% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
46
shares
|
$3,773
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Nov 08, 2024 Q3 2024 |
42
shares
|
$3,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
42
shares
|
$3,445
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,281
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
37
shares
|
$3,035
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
22
shares
|
$1,804
0.0% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$1,722
0.0% of portfolio
|
Q3 2024
Reduced 82.64%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
11
shares
|
$902
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
9
shares
|
$738
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
5
shares
|
$410
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$246
0.0% of portfolio
|
Q2 2021
Reduced 83.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3
shares
|
$246
0.0% of portfolio
|
Q2 2024
Reduced 91.89%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
1
shares
|
$82
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1
shares
|
$82
0.0% of portfolio
|
Q1 2024
Reduced 99.88%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
1
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|