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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
42,532
shares
|
$3.49 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
42,351
shares
|
$3.47 Million
1.02% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
42,095
shares
|
$3.45 Million
0.15% of portfolio
|
Q3 2024
Added 1277.0%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
42,043
shares
|
$3.45 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.63%
|
|
|
Cornell University
New York, NY |
Aug 12, 2024 Q2 2024 |
41,816
shares
|
$3.43 Million
74.37% of portfolio
|
Q1 2024
Reduced 99.03%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
41,742
shares
|
$3.42 Million
0.11% of portfolio
|
Q2 2024
Added 8.92%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
41,596
shares
|
$3.41 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
41,395
shares
|
$3.4 Million
0.16% of portfolio
|
Q3 2024
Added 114.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
41,160
shares
|
$3.38 Million
0.0% of portfolio
|
Q3 2024
Added 481.6%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
41,105
shares
|
$3.37 Million
1.1% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
40,605
shares
|
$3.33 Million
0.58% of portfolio
|
Q3 2024
Reduced 48.93%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
40,411
shares
|
$3.32 Million
0.05% of portfolio
|
Q3 2024
Added 19.76%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
40,372
shares
|
$3.31 Million
0.77% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
39,700
shares
|
$3.26 Million
0.9% of portfolio
|
Q3 2024
Reduced 33.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
39,659
shares
|
$3.25 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
39,625
shares
|
$3.25 Million
0.28% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
39,563
shares
|
$3.25 Million
4.67% of portfolio
|
Q3 2024
Reduced 8.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
39,413
shares
|
$3.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 16.46%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
38,667
shares
|
$3.17 Million
0.76% of portfolio
|
Q3 2024
Reduced 50.78%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
38,627
shares
|
$3.17 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
38,390
shares
|
$3.15 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
38,315
shares
|
$3.14 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
38,051
shares
|
$3.12 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
37,630
shares
|
$3.09 Million
0.04% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Independent Family Office, LLC
|
Nov 14, 2024 Q3 2024 |
37,549
shares
|
$3.08 Million
1.58% of portfolio
|
Q3 2024
Added 3.02%
|