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 1,212 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 |
|---|---|---|---|---|---|
|
Scopus Asset Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
619,000
shares
|
$50.8 Million
1.0% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
615,135
shares
|
$50.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
568,061
shares
|
$46.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
566,260
shares
|
$46.5 Million
1.43% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
544,903
shares
|
$44.7 Million
11.03% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
540,187
shares
|
$44.3 Million
0.77% of portfolio
|
Q3 2024
New holding
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
517,731
shares
|
$42.5 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
506,319
shares
|
$41.6 Million
2.9% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
482,622
shares
|
$39.6 Million
0.6% of portfolio
|
Q3 2024
Added 2772.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
466,065
shares
|
$38.3 Million
0.13% of portfolio
|
Q3 2024
Added 36.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
451,945
shares
|
$37.1 Million
0.15% of portfolio
|
Q3 2024
Added 17.25%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
446,530
shares
|
$36.7 Million
3.91% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
437,915
shares
|
$36 Million
0.23% of portfolio
|
Q2 2023
Added 36.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
437,386
shares
|
$35.9 Million
0.63% of portfolio
|
Q2 2024
Reduced 34.56%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
434,269
shares
|
$35.7 Million
3.72% of portfolio
|
Q3 2024
Reduced 10.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
432,152
shares
|
$35.5 Million
1.31% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
423,430
shares
|
$34.8 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.26%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
415,477
shares
|
$34.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
America First Investment Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
415,403
shares
|
$34.1 Million
8.7% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
399,196
shares
|
$32.8 Million
0.39% of portfolio
|
Q3 2024
Added 214.62%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
397,159
shares
|
$32.6 Million
9.98% of portfolio
|
Q3 2024
Added 18.24%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
396,918
shares
|
$32.6 Million
0.12% of portfolio
|
Q2 2023
Added 15.7%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
371,300
shares
|
$30.5 Million
0.69% of portfolio
|
Q3 2024
Added 79.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
366,779
shares
|
$30.1 Million
0.07% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
363,948
shares
|
$29.9 Million
0.15% of portfolio
|
Q3 2024
Added 57.05%
|