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 |
|---|---|---|---|---|---|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
25,774
shares
|
$2.11 Million
0.86% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
25,646
shares
|
$2.1 Million
1.44% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
25,598
shares
|
$2.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.41%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
25,588
shares
|
$2.1 Million
1.51% of portfolio
|
Q3 2024
Reduced 45.57%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
25,582
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2024
Added 15.35%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
25,550
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2024
Reduced 40.38%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
25,531
shares
|
$2.09 Million
1.56% of portfolio
|
Q3 2024
Reduced 5.36%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
25,523
shares
|
$2.09 Million
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
25,388
shares
|
$2.08 Million
1.86% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
25,305
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
25,290
shares
|
$2.07 Million
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
25,000
shares
|
$2.05 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Life Guide Financial Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
24,820
shares
|
$2.04 Million
0.88% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Davis Rea Ltd.
|
Oct 28, 2024 Q3 2024 |
24,545
shares
|
$2.01 Million
0.89% of portfolio
|
Q3 2024
Added 122.33%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
24,474
shares
|
$2.01 Million
0.08% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
24,081
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
24,053
shares
|
$1.97 Million
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
24,038
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
24,038
shares
|
$1.97 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Oct 07, 2024 Q3 2024 |
24,035
shares
|
$1.97 Million
0.27% of portfolio
|
Q3 2024
Added 461.17%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
23,996
shares
|
$1.97 Million
0.71% of portfolio
|
Q3 2024
Added 18.03%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
23,681
shares
|
$1.94 Million
0.73% of portfolio
|
Q3 2024
Reduced 25.77%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
23,534
shares
|
$1.93 Million
0.08% of portfolio
|
Q3 2023
Reduced 77.81%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
23,503
shares
|
$1.93 Million
0.54% of portfolio
|
Q3 2024
Added 94.35%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
23,393
shares
|
$1.92 Million
0.16% of portfolio
|
Q3 2024
Added 5.65%
|