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 1,186 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
277,205
shares
|
$23.1 Million
0.05% of portfolio
|
Q2 2024
Reduced 21.99%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
266,319
shares
|
$22.2 Million
0.33% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
265,638
shares
|
$22.1 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
262,334
shares
|
$21.8 Million
0.15% of portfolio
|
Q2 2024
Added 26.09%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
257,846
shares
|
$21.5 Million
0.12% of portfolio
|
Q2 2024
Reduced 36.1%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
257,170
shares
|
$21.4 Million
0.05% of portfolio
|
Q2 2024
Added 58.13%
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
252,790
shares
|
$21 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 12, 2024 Q2 2024 |
251,199
shares
|
$20.9 Million
0.31% of portfolio
|
Q2 2024
Added 18.37%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
244,610
shares
|
$20.4 Million
1.73% of portfolio
|
Q2 2024
Added 2.09%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
243,638
shares
|
$20.3 Million
1.46% of portfolio
|
Q2 2024
Added 10.13%
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
243,254
shares
|
$20.3 Million
0.02% of portfolio
|
Q2 2024
Added 1058.24%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
241,322
shares
|
$20.1 Million
0.22% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.7 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
233,487
shares
|
$19.4 Million
0.05% of portfolio
|
Q2 2024
Added 17.09%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
231,742
shares
|
$19.3 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
231,224
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2024
Added 30.82%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
223,018
shares
|
$18.6 Million
0.44% of portfolio
|
Q2 2024
Added 8.89%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
222,935
shares
|
$18.6 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
220,858
shares
|
$18.4 Million
0.53% of portfolio
|
Q2 2024
Added 10.84%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
220,674
shares
|
$18.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 29.58%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
218,157
shares
|
$18.2 Million
0.07% of portfolio
|
Q2 2024
Reduced 13.39%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 31, 2024 Q2 2024 |
217,979
shares
|
$18.2 Million
3.27% of portfolio
|
Q2 2024
Added 11.62%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
216,549
shares
|
$18 Million
0.0% of portfolio
|
Q2 2024
Added 223.03%
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$18 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
210,761
shares
|
$17.6 Million
0.54% of portfolio
|
Q2 2024
Added 8.6%
|