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 Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
13,040
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
12,999
shares
|
$1.07 Million
0.16% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
12,958
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 99.55%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
12,800
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
12,671
shares
|
$1.04 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
12,631
shares
|
$1.04 Million
0.13% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
12,491
shares
|
$1.02 Million
0.42% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,417
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Added 70.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
12,386
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
12,318
shares
|
$1.01 Million
0.38% of portfolio
|
Q2 2024
Reduced 6.72%
|
|
|
Idaho Trust Bank
Boise, ID |
Nov 13, 2024 Q3 2024 |
12,287
shares
|
$1.01 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
12,268
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
12,223
shares
|
$1 Million
0.21% of portfolio
|
Q4 2022
Reduced 1.05%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
12,223
shares
|
$1 Million
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
12,200
shares
|
$1 Million
0.14% of portfolio
|
Q1 2024
Added 69.44%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
12,116
shares
|
$993,996
0.24% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
12,111
shares
|
$993,586
0.42% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
12,103
shares
|
$992,930
0.22% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
12,049
shares
|
$988,499
0.19% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,028
shares
|
$986,777
0.37% of portfolio
|
Q3 2024
Reduced 84.91%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
11,962
shares
|
$981,362
0.35% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
11,923
shares
|
$978,162
0.19% of portfolio
|
Q1 2023
Added 68.38%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
11,908
shares
|
$976,932
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
11,869
shares
|
$973,732
0.12% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
11,770
shares
|
$965,610
0.34% of portfolio
|
Q2 2023
Reduced 51.5%
|