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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
4,073
shares
|
$334,148
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,065
shares
|
$333,492
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
4,064
shares
|
$333,410
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
4,058
shares
|
$332,918
0.02% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
4,039
shares
|
$331,359
0.11% of portfolio
|
Q3 2024
Reduced 26.03%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,027
shares
|
$330,375
0.05% of portfolio
|
Q4 2023
Reduced 76.17%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,017
shares
|
$329,554
0.13% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
3,988
shares
|
$327,175
0.01% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
3,981
shares
|
$326,601
0.13% of portfolio
|
Q3 2024
Reduced 4.53%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
3,954
shares
|
$324,386
0.17% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
3,950
shares
|
$324,058
0.0% of portfolio
|
Q2 2024
Reduced 13.05%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,914
shares
|
$321,104
0.33% of portfolio
|
Q3 2023
Reduced 6.99%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
3,895
shares
|
$319,545
0.02% of portfolio
|
Q3 2024
Reduced 51.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
3,822
shares
|
$313,556
0.02% of portfolio
|
Q3 2024
Reduced 56.17%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
3,800
shares
|
$311,752
0.19% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
3,798
shares
|
$311,587
0.06% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,791
shares
|
$311,013
0.16% of portfolio
|
Q1 2024
Added 5.72%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
3,790
shares
|
$310,931
0.1% of portfolio
|
Q1 2024
Reduced 4.41%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
3,763
shares
|
$308,716
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
3,758
shares
|
$308,306
0.35% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
3,723
shares
|
$305,434
0.14% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,718
shares
|
$305,024
0.04% of portfolio
|
Q3 2024
Reduced 24.38%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
3,704
shares
|
$303,876
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,702
shares
|
$303,712
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
3,701
shares
|
$303,630
0.01% of portfolio
|
Q3 2024
Added 20.32%
|