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 |
|---|---|---|---|---|---|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 24, 2024 Q3 2024 |
7,801
shares
|
$639,994
0.08% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,713
shares
|
$632,774
0.02% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
De Dora Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
7,710
shares
|
$632,528
0.19% of portfolio
|
Q3 2024
Reduced 9.11%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
7,666
shares
|
$628,918
1.15% of portfolio
|
Q3 2022
Reduced 1.82%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
7,576
shares
|
$621,535
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,519
shares
|
$616,858
0.08% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
7,500
shares
|
$615,300
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
7,453
shares
|
$611,444
0.07% of portfolio
|
Q3 2024
Added 44.8%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
7,377
shares
|
$605,209
0.11% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
7,356
shares
|
$603,486
0.05% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
7,354
shares
|
$603,322
0.0% of portfolio
|
Q3 2024
Reduced 12.13%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
7,348
shares
|
$602,829
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
7,329
shares
|
$601,271
0.24% of portfolio
|
Q3 2024
Added 118.38%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
7,295
shares
|
$598,481
0.5% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,270
shares
|
$596,430
0.1% of portfolio
|
Q2 2023
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
7,201
shares
|
$590,770
0.06% of portfolio
|
Q3 2022
Reduced 26.91%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
7,200
shares
|
$590,688
0.11% of portfolio
|
Q4 2023
Reduced 1.06%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
7,108
shares
|
$583,140
0.45% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
7,077
shares
|
$580,597
0.43% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
7,036
shares
|
$577,233
0.04% of portfolio
|
Q3 2024
Reduced 69.23%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,998
shares
|
$574,115
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
6,984
shares
|
$572,967
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
6,968
shares
|
$571,654
0.34% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
6,946
shares
|
$569,849
0.09% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
6,856
shares
|
$562,466
0.31% of portfolio
|
Q3 2024
Reduced 5.67%
|