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 1,252 institutions that hold shares in the stock, with a total of 241 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
22
shares
|
$1,803
0.0% of portfolio
|
Q3 2024
Reduced 37.14%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
20
shares
|
$1,639
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
19
shares
|
$1,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
18
shares
|
$1,475
0.0% of portfolio
|
Q4 2024
Reduced 98.23%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
11
shares
|
$901
0.0% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
9
shares
|
$737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8
shares
|
$655
0.06% of portfolio
|
Q4 2024
Reduced 99.9%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
5
shares
|
$409
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$245
0.0% of portfolio
|
Q2 2021
Reduced 83.33%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
3
shares
|
$245
0.0% of portfolio
|
Q2 2024
Reduced 91.89%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q1 2024
Reduced 99.88%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
1
shares
|
$81
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 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
|