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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
49,735
shares
|
$4.08 Million
1.98% of portfolio
|
Q3 2024
Reduced 16.4%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
49,539
shares
|
$4.06 Million
0.23% of portfolio
|
Q3 2024
Added 1586.15%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
49,111
shares
|
$4.03 Million
0.45% of portfolio
|
Q3 2024
Added 3.3%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
48,601
shares
|
$3.99 Million
1.38% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
48,186
shares
|
$3.95 Million
1.65% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
48,033
shares
|
$3.94 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
47,642
shares
|
$3.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 17.37%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
47,591
shares
|
$3.9 Million
0.49% of portfolio
|
Q3 2024
Added 17.42%
|
|
|
Capasso Planning Partners LLC
Charleston, SC |
Apr 23, 2024 Q1 2024 |
47,440
shares
|
$3.89 Million
1.62% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
47,024
shares
|
$3.86 Million
0.3% of portfolio
|
Q3 2024
Reduced 38.13%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
46,939
shares
|
$3.85 Million
0.34% of portfolio
|
Q3 2024
Reduced 74.68%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
46,711
shares
|
$3.83 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
46,674
shares
|
$3.83 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
46,318
shares
|
$3.8 Million
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
46,031
shares
|
$3.78 Million
1.03% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
45,614
shares
|
$3.74 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 13, 2024 Q3 2024 |
45,253
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 54.65%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
45,140
shares
|
$3.7 Million
1.85% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
44,998
shares
|
$3.69 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
44,723
shares
|
$3.67 Million
0.47% of portfolio
|
Q3 2024
Reduced 49.81%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
44,608
shares
|
$3.66 Million
1.54% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
44,395
shares
|
$3.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 31.05%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
44,109
shares
|
$3.62 Million
5.85% of portfolio
|
Q2 2024
Added 78.03%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
44,099
shares
|
$3.62 Million
0.26% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
43,476
shares
|
$3.57 Million
0.0% of portfolio
|
Q3 2024
Added 173.23%
|