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 |
|---|---|---|---|---|---|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
32,249
shares
|
$2.65 Million
0.8% of portfolio
|
Q3 2024
Added 15.82%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
32,169
shares
|
$2.64 Million
0.32% of portfolio
|
Q3 2024
Added 326.93%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
32,136
shares
|
$2.64 Million
0.93% of portfolio
|
Q3 2024
Reduced 32.72%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
32,104
shares
|
$2.63 Million
1.2% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
31,882
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
31,783
shares
|
$2.61 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
31,554
shares
|
$2.59 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
31,443
shares
|
$2.58 Million
0.5% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
31,100
shares
|
$2.55 Million
0.42% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
31,091
shares
|
$2.55 Million
0.83% of portfolio
|
Q3 2024
Reduced 13.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
31,034
shares
|
$2.55 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
30,821
shares
|
$2.53 Million
0.34% of portfolio
|
Q3 2024
Added 356.34%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
30,565
shares
|
$2.51 Million
0.09% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
30,430
shares
|
$2.5 Million
0.75% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
30,267
shares
|
$2.48 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Family Wealth Partners, LLC
Matthews, NC |
Oct 09, 2024 Q3 2024 |
30,224
shares
|
$2.48 Million
1.29% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
30,150
shares
|
$2.47 Million
0.15% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
30,144
shares
|
$2.47 Million
0.43% of portfolio
|
Q3 2024
Reduced 37.49%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
30,109
shares
|
$2.47 Million
0.27% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
30,000
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 52.56%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,912
shares
|
$2.45 Million
0.23% of portfolio
|
Q3 2024
Reduced 13.27%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
29,547
shares
|
$2.42 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
29,331
shares
|
$2.41 Million
0.3% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
29,326
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.64%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
29,195
shares
|
$2.4 Million
0.1% of portfolio
|
Q3 2024
Added 54.07%
|