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 1,212 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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
269,682
shares
|
$22.1 Million
1.73% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
267,063
shares
|
$21.9 Million
0.11% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
264,833
shares
|
$21.7 Million
0.51% of portfolio
|
Q3 2024
Added 18.75%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
263,818
shares
|
$21.7 Million
0.0% of portfolio
|
Q3 2024
Added 14.1%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
248,558
shares
|
$20.4 Million
0.47% of portfolio
|
Q3 2024
Added 464.34%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
246,817
shares
|
$20.3 Million
0.42% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
243,584
shares
|
$20 Million
0.21% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
240,269
shares
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.15%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
239,346
shares
|
$19.7 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
236,956
shares
|
$19.5 Million
11.38% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
232,186
shares
|
$19.1 Million
14.42% of portfolio
|
Q3 2024
Added 21.44%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
230,857
shares
|
$19 Million
0.27% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
228,579
shares
|
$18.8 Million
0.01% of portfolio
|
Q3 2024
Added 90.24%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
225,325
shares
|
$18.5 Million
0.07% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
222,935
shares
|
$18.3 Million
0.36% of portfolio
|
Q4 2022
Reduced 1.79%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
222,131
shares
|
$18.2 Million
3.22% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
218,309
shares
|
$17.9 Million
0.56% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
216,055
shares
|
$17.7 Million
1.32% of portfolio
|
Q4 2022
Added 69.8%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
211,539
shares
|
$17.4 Million
0.04% of portfolio
|
Q3 2024
Added 2546.55%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
210,555
shares
|
$17.3 Million
2.02% of portfolio
|
Q3 2024
Reduced 35.34%
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
210,320
shares
|
$17.3 Million
11.72% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
208,178
shares
|
$17.1 Million
0.16% of portfolio
|
Q3 2024
Added 9.91%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
201,334
shares
|
$16.5 Million
0.1% of portfolio
|
Q3 2024
Added 3.35%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
195,188
shares
|
$16 Million
0.16% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
192,614
shares
|
$15.8 Million
0.71% of portfolio
|
Q3 2024
Added 7.14%
|