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 |
|---|---|---|---|---|---|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
17,443
shares
|
$1.43 Million
0.36% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
17,249
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
17,223
shares
|
$1.41 Million
0.07% of portfolio
|
Q3 2023
Added 6.13%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
17,204
shares
|
$1.41 Million
0.16% of portfolio
|
Q4 2023
Reduced 19.97%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
17,193
shares
|
$1.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
17,189
shares
|
$1.41 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Plan Group Financial, LLC
Oklahoma City, OK |
Oct 22, 2024 Q3 2024 |
17,085
shares
|
$1.4 Million
0.76% of portfolio
|
Q3 2024
Added 42.21%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
17,073
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Barry Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
16,991
shares
|
$1.39 Million
0.44% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 18, 2024 Q3 2024 |
16,925
shares
|
$1.39 Million
0.51% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
16,851
shares
|
$1.38 Million
0.26% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
16,792
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
16,703
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
16,640
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 27.17%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
16,567
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 28.45%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
16,480
shares
|
$1.35 Million
0.17% of portfolio
|
Q3 2024
Reduced 76.0%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
16,447
shares
|
$1.35 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
16,230
shares
|
$1.33 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
16,072
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
16,057
shares
|
$1.32 Million
0.1% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
15,871
shares
|
$1.3 Million
0.09% of portfolio
|
Q3 2024
Added 28.94%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
15,839
shares
|
$1.3 Million
0.77% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
15,806
shares
|
$1.3 Million
0.23% of portfolio
|
Q1 2023
Reduced 16.1%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
15,788
shares
|
$1.3 Million
0.32% of portfolio
|
Q3 2024
Reduced 26.58%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
15,708
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Added 32.55%
|