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 1,211 institutions that hold shares in the stock, with a total of 232 Million shares, which have been reported (via 13F filing form) to have a value of $19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
2,108
shares
|
$172,771
0.05% of portfolio
|
Q3 2023
Reduced 58.31%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
2,014
shares
|
$165,067
0.04% of portfolio
|
Q3 2024
Added 40.45%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
1,991
shares
|
$163,182
0.0% of portfolio
|
Q3 2024
Added 37.6%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
1,989
shares
|
$163,018
0.08% of portfolio
|
Q1 2024
Added 3.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,966
shares
|
$161,133
0.03% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,902
shares
|
$155,887
0.06% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,873
shares
|
$153,511
0.01% of portfolio
|
Q1 2024
Reduced 44.85%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
1,846
shares
|
$151,298
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,738
shares
|
$142,446
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
1,668
shares
|
$136,709
0.07% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,641
shares
|
$134,496
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
1,632
shares
|
$133,758
0.02% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
1,605
shares
|
$131,545
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Lummis Asset Management, LP
Fort Worth, TX |
Nov 06, 2024 Q3 2024 |
1,595
shares
|
$130,726
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,594
shares
|
$130,644
0.01% of portfolio
|
Q2 2023
Reduced 94.09%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
1,539
shares
|
$126,136
0.05% of portfolio
|
Q2 2024
Reduced 79.71%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,368
shares
|
$112,121
0.01% of portfolio
|
Q4 2022
Reduced 13.42%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,350
shares
|
$110,645
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
1,349
shares
|
$110,564
0.1% of portfolio
|
Q3 2024
Reduced 97.35%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,270
shares
|
$104,089
0.04% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,221
shares
|
$100,073
0.0% of portfolio
|
Q2 2024
Added 104.52%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,211
shares
|
$99,253
0.01% of portfolio
|
Q2 2023
Reduced 33.75%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,200
shares
|
$98,351
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,196
shares
|
$98,024
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
1,171
shares
|
$95,975
0.0% of portfolio
|
Q3 2024
Added 359.22%
|