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 |
|---|---|---|---|---|---|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
188,929
shares
|
$15.5 Million
3.23% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
188,505
shares
|
$15.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 54.33%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
181,962
shares
|
$14.9 Million
0.19% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
177,738
shares
|
$14.6 Million
5.37% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
173,033
shares
|
$14.2 Million
0.25% of portfolio
|
Q3 2024
Reduced 67.22%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 17, 2024 Q2 2024 |
168,944
shares
|
$13.9 Million
11.19% of portfolio
|
Q2 2024
New holding
|
|
|
Starfox Financial Services, LLC
The Woodlands, TX |
Apr 30, 2024 Q1 2024 |
167,363
shares
|
$13.7 Million
11.37% of portfolio
|
Q1 2024
Added 9.49%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
167,182
shares
|
$13.7 Million
9.12% of portfolio
|
Q3 2024
Added 25.51%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
166,996
shares
|
$13.7 Million
0.79% of portfolio
|
Q3 2024
Added 88.75%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
165,441
shares
|
$13.6 Million
1.83% of portfolio
|
Q3 2023
Reduced 4.0%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
164,680
shares
|
$13.5 Million
1.63% of portfolio
|
Q3 2024
Added 24.13%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
164,392
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161,939
shares
|
$13.3 Million
0.56% of portfolio
|
Q2 2020
Added 157.72%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
160,974
shares
|
$13.2 Million
6.54% of portfolio
|
Q1 2024
Added 26.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
159,978
shares
|
$13.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
159,529
shares
|
$13.1 Million
1.56% of portfolio
|
Q2 2024
Reduced 27.56%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
158,732
shares
|
$13 Million
2.39% of portfolio
|
Q3 2024
Added 28.81%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
157,390
shares
|
$12.9 Million
0.36% of portfolio
|
Q3 2024
Reduced 28.74%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
152,255
shares
|
$12.5 Million
0.01% of portfolio
|
Q1 2024
Added 73.12%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
151,717
shares
|
$12.4 Million
1.69% of portfolio
|
Q3 2024
Added 45.54%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
151,408
shares
|
$12.4 Million
9.78% of portfolio
|
Q2 2024
Added 14.73%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
150,504
shares
|
$12.3 Million
0.07% of portfolio
|
Q3 2024
Added 58.74%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
150,161
shares
|
$12.3 Million
1.01% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
148,443
shares
|
$12.2 Million
0.67% of portfolio
|
Q3 2024
Added 25.89%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
148,242
shares
|
$12.2 Million
3.52% of portfolio
|
Q3 2024
Reduced 1.75%
|