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 1,218 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 $19.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
443
shares
|
$36,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
410
shares
|
$33,652
0.0% of portfolio
|
Q2 2023
Added 272.73%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
400
shares
|
$32,832
0.01% of portfolio
|
Q3 2024
Reduced 53.49%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
400
shares
|
$32,832
0.0% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
385
shares
|
$31,600
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
383
shares
|
$31,436
0.01% of portfolio
|
Q4 2023
Reduced 11.14%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
377
shares
|
$30,944
0.0% of portfolio
|
Q3 2024
Reduced 99.75%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
363
shares
|
$29,795
0.01% of portfolio
|
Q3 2022
Reduced 44.41%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
323
shares
|
$26,511
0.01% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
322
shares
|
$26,429
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
320
shares
|
$26,265
0.02% of portfolio
|
Q2 2024
Reduced 14.89%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
305
shares
|
$25,034
0.0% of portfolio
|
Q2 2024
Added 74.29%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
300
shares
|
$24,624
0.0% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
295
shares
|
$24,213
0.01% of portfolio
|
Q1 2018
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
292
shares
|
$23,967
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
282
shares
|
$23,146
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
277
shares
|
$22,736
0.0% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
275
shares
|
$22,572
0.0% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
275
shares
|
$22,572
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
260
shares
|
$21,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
247
shares
|
$20,273
0.0% of portfolio
|
Q2 2024
Reduced 6.44%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
232
shares
|
$19,042
0.01% of portfolio
|
Q2 2023
Reduced 73.76%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
228
shares
|
$18,714
0.01% of portfolio
|
Q1 2024
Added 22.37%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
227
shares
|
$18,632
0.01% of portfolio
|
Q3 2024
Reduced 10.98%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
223
shares
|
$18,303
0.0% of portfolio
|
Q3 2024
Reduced 28.75%
|