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 1,186 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wesbanco Bank Inc
|
Jul 11, 2024 Q2 2024 |
79,645
shares
|
$6.63 Million
0.25% of portfolio
|
Q2 2024
Added 47.96%
|
|
American Investment Services, Inc.
|
Aug 14, 2024 Q2 2024 |
79,509
shares
|
$6.62 Million
1.17% of portfolio
|
Q2 2024
Added 0.13%
|
|
Vernal Point Advisors, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
79,243
shares
|
$6.6 Million
4.61% of portfolio
|
Q2 2024
Added 23.13%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
78,553
shares
|
$6.54 Million
0.33% of portfolio
|
Q2 2024
Added 12.68%
|
|
Beacon Wealthcare LLC
Raleigh, NC |
Jul 03, 2024 Q2 2024 |
78,260
shares
|
$6.52 Million
2.79% of portfolio
|
Q2 2024
Added 23.53%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
77,925
shares
|
$6.49 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
77,400
shares
|
$6.45 Million
1.01% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
76,010
shares
|
$6.33 Million
0.51% of portfolio
|
Q2 2024
Added 2.95%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
75,668
shares
|
$6.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 25.23%
|
|
Pointe Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
75,549
shares
|
$6.29 Million
3.86% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
75,249
shares
|
$6.27 Million
14.96% of portfolio
|
Q3 2022
Reduced 32.28%
|
|
Private Management Group Inc
|
Aug 06, 2024 Q2 2024 |
75,051
shares
|
$6.25 Million
0.25% of portfolio
|
Q2 2024
Reduced 54.28%
|
|
Sequent Planning LLC
Omaha, NE |
Aug 12, 2024 Q2 2024 |
74,619
shares
|
$6.21 Million
2.08% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
74,235
shares
|
$6.18 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.05%
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
74,148
shares
|
$6.17 Million
2.75% of portfolio
|
Q2 2024
Added 17.12%
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Aug 01, 2024 Q2 2024 |
73,618
shares
|
$6.13 Million
4.7% of portfolio
|
Q2 2024
Added 4.59%
|
|
Cambiar Investors LLC
|
Jul 26, 2024 Q2 2024 |
73,534
shares
|
$6.12 Million
0.24% of portfolio
|
Q2 2024
Added 2.01%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
73,310
shares
|
$6.1 Million
0.19% of portfolio
|
Q2 2024
Added 10.84%
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
72,995
shares
|
$6.08 Million
1.77% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 12, 2024 Q2 2024 |
72,398
shares
|
$6.03 Million
0.49% of portfolio
|
Q2 2024
Reduced 37.27%
|
|
Retirement Systems Of Alabama
|
Jul 24, 2024 Q2 2024 |
72,000
shares
|
$6 Million
0.02% of portfolio
|
Q1 2023
New holding
|
|
Us Financial Advisors, LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
71,137
shares
|
$5.92 Million
1.95% of portfolio
|
Q2 2024
Added 15.96%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
70,551
shares
|
$5.87 Million
0.43% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
69,964
shares
|
$5.83 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
Biltmore Family Office, LLC
|
Aug 07, 2024 Q2 2024 |
69,324
shares
|
$5.77 Million
1.07% of portfolio
|
Q2 2024
Reduced 16.14%
|