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 |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,936
shares
|
$486,989
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,930
shares
|
$486,497
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
5,924
shares
|
$486,004
0.01% of portfolio
|
Q3 2024
Reduced 26.23%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,842
shares
|
$479,277
0.49% of portfolio
|
Q4 2022
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
5,840
shares
|
$479,113
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
5,820
shares
|
$477,472
0.74% of portfolio
|
Q3 2023
Reduced 24.81%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
5,784
shares
|
$474,519
0.11% of portfolio
|
Q1 2024
Added 2.15%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
5,775
shares
|
$473,781
0.03% of portfolio
|
Q3 2024
Reduced 14.76%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
5,766
shares
|
$473,042
0.08% of portfolio
|
Q3 2024
Reduced 6.12%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
5,766
shares
|
$473,042
0.21% of portfolio
|
Q3 2024
Reduced 15.97%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
5,750
shares
|
$471,730
0.08% of portfolio
|
Q4 2022
Added 2.95%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
5,720
shares
|
$469,268
0.38% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
5,700
shares
|
$467,628
0.07% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5,676
shares
|
$465,659
0.12% of portfolio
|
Q4 2022
Reduced 1.17%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
5,672
shares
|
$465,330
0.02% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
5,671
shares
|
$465,248
0.05% of portfolio
|
Q3 2024
Reduced 22.66%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
5,657
shares
|
$464,100
0.2% of portfolio
|
Q3 2024
Reduced 92.37%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,628
shares
|
$461,721
0.01% of portfolio
|
Q3 2022
Reduced 0.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
5,602
shares
|
$459,588
0.03% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
5,565
shares
|
$456,552
0.02% of portfolio
|
Q3 2021
Added 53.52%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
5,464
shares
|
$448,266
0.0% of portfolio
|
Q4 2023
Added 5.1%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
5,445
shares
|
$446,707
0.29% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,442
shares
|
$446,461
0.05% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
5,441
shares
|
$446,379
0.11% of portfolio
|
Q3 2024
Reduced 64.05%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
5,430
shares
|
$445,477
0.1% of portfolio
|
Q3 2024
New holding
|