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 |
|---|---|---|---|---|---|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
19,370
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
19,271
shares
|
$1.58 Million
0.1% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
19,237
shares
|
$1.58 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
19,226
shares
|
$1.58 Million
0.4% of portfolio
|
Q3 2024
Reduced 62.58%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
19,070
shares
|
$1.56 Million
0.05% of portfolio
|
Q2 2024
Added 9.25%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
18,987
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
18,875
shares
|
$1.55 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
18,769
shares
|
$1.54 Million
0.48% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
18,740
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
18,624
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
18,590
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.25%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
18,573
shares
|
$1.52 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
18,422
shares
|
$1.51 Million
0.15% of portfolio
|
Q2 2023
Reduced 6.66%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
18,412
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.95%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
18,406
shares
|
$1.51 Million
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
18,236
shares
|
$1.5 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
18,103
shares
|
$1.49 Million
0.53% of portfolio
|
Q1 2024
Reduced 9.1%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
18,040
shares
|
$1.48 Million
0.34% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
17,881
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2024
Added 165.06%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
17,787
shares
|
$1.46 Million
0.98% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
17,692
shares
|
$1.45 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
17,686
shares
|
$1.45 Million
0.06% of portfolio
|
Q3 2024
Added 26.15%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
17,673
shares
|
$1.45 Million
1.02% of portfolio
|
Q3 2024
Added 18.0%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
17,538
shares
|
$1.44 Million
0.35% of portfolio
|
Q3 2024
Added 47.09%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
17,471
shares
|
$1.43 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.95%
|