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 |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
3,692
shares
|
$302,891
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
3,691
shares
|
$302,809
0.02% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
3,679
shares
|
$301,825
0.15% of portfolio
|
Q3 2024
Added 13.44%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
3,673
shares
|
$301,332
0.04% of portfolio
|
Q3 2023
Added 19.95%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
3,669
shares
|
$301,004
0.11% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
3,638
shares
|
$298,461
0.08% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,607
shares
|
$295,918
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,601
shares
|
$295,426
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
3,600
shares
|
$295,344
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
3,593
shares
|
$294,769
0.07% of portfolio
|
Q4 2022
Reduced 25.55%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
3,587
shares
|
$294,277
0.06% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,587
shares
|
$294,277
0.06% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,579
shares
|
$293,621
0.17% of portfolio
|
Q3 2024
Reduced 27.05%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,575
shares
|
$293,293
0.01% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,563
shares
|
$292,308
0.02% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,544
shares
|
$290,749
0.0% of portfolio
|
Q3 2024
Reduced 97.44%
|
|
|
Crabel Capital Management, LLC
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
3,531
shares
|
$289,683
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,507
shares
|
$287,714
0.02% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,500
shares
|
$287,140
0.0% of portfolio
|
Q3 2024
Reduced 25.29%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
3,474
shares
|
$285,006
0.02% of portfolio
|
Q3 2024
Reduced 52.59%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,474
shares
|
$285,006
0.02% of portfolio
|
Q3 2024
Reduced 27.22%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,467
shares
|
$284,432
0.02% of portfolio
|
Q3 2024
Reduced 70.34%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
3,445
shares
|
$282,627
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,439
shares
|
$282,135
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
True Mark Investments, LLC
Chicago, IL |
Oct 15, 2024 Q3 2024 |
3,428
shares
|
$281,233
0.09% of portfolio
|
Q3 2024
Added 1.78%
|