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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,669
shares
|
$793,244
0.01% of portfolio
|
Q3 2024
Added 13.18%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
9,645
shares
|
$791,275
0.08% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Oct 11, 2024 Q3 2024 |
9,639
shares
|
$790,783
0.32% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
9,622
shares
|
$789,388
0.15% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
9,615
shares
|
$788,814
0.11% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
9,596
shares
|
$787,255
0.26% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
9,555
shares
|
$783,892
0.5% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
9,533
shares
|
$782,087
0.42% of portfolio
|
Q4 2023
Added 2.59%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
9,468
shares
|
$776,754
0.57% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,439
shares
|
$774,375
0.05% of portfolio
|
Q3 2024
Reduced 49.87%
|
|
|
New South Capital Management Inc
Memphis, TN |
Nov 05, 2024 Q3 2024 |
9,405
shares
|
$771,586
0.04% of portfolio
|
Q1 2023
Reduced 56.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
9,401
shares
|
$771,258
0.03% of portfolio
|
Q2 2024
Reduced 74.09%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
9,375
shares
|
$769,125
0.34% of portfolio
|
Q4 2023
Added 1.35%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,272
shares
|
$760,674
0.01% of portfolio
|
Q3 2024
Added 164.39%
|
|
|
Syntal Capital Partners, LLC
Midland, TX |
May 15, 2024 Q1 2024 |
9,250
shares
|
$758,870
7.55% of portfolio
|
Q1 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
9,124
shares
|
$748,532
0.13% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
9,075
shares
|
$744,513
0.6% of portfolio
|
Q1 2024
Reduced 28.37%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
9,062
shares
|
$743,446
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
9,017
shares
|
$739,754
0.12% of portfolio
|
Q3 2024
Reduced 90.66%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
8,956
shares
|
$734,750
0.54% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
8,935
shares
|
$733,027
0.07% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,921
shares
|
$731,878
0.25% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
8,822
shares
|
$723,756
0.4% of portfolio
|
Q4 2022
Added 9.2%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
8,743
shares
|
$717,275
0.02% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
8,742
shares
|
$717,193
0.08% of portfolio
|
Q3 2024
New holding
|