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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
126,882
shares
|
$10.6 Million
0.13% of portfolio
|
Q2 2024
Added 5.53%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
125,504
shares
|
$10.5 Million
0.2% of portfolio
|
Q2 2024
Reduced 5.34%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
125,030
shares
|
$10.4 Million
0.97% of portfolio
|
Q2 2024
Added 4.67%
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
123,230
shares
|
$10.3 Million
2.16% of portfolio
|
Q2 2024
Added 5.9%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
122,500
shares
|
$10.2 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
122,200
shares
|
$10.2 Million
0.27% of portfolio
|
Q2 2024
Reduced 2.28%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
122,081
shares
|
$10.2 Million
0.79% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
120,150
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.47%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
117,912
shares
|
$9.82 Million
0.59% of portfolio
|
Q1 2024
Reduced 48.69%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
116,334
shares
|
$9.69 Million
3.03% of portfolio
|
Q2 2024
New holding
|
|
Mtc Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
115,994
shares
|
$9.66 Million
4.51% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
112,908
shares
|
$9.4 Million
0.59% of portfolio
|
Q2 2024
Reduced 3.61%
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
111,804
shares
|
$9.31 Million
4.03% of portfolio
|
Q1 2024
Added 9.65%
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
111,250
shares
|
$9.26 Million
1.01% of portfolio
|
Q3 2023
New holding
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
110,800
shares
|
$9.23 Million
0.02% of portfolio
|
Q2 2024
Reduced 84.0%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
110,665
shares
|
$9.22 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Vigilare Wealth Management
|
Jul 15, 2024 Q2 2024 |
108,045
shares
|
$9 Million
3.91% of portfolio
|
Q2 2024
Reduced 74.06%
|
|
Dock Street Asset Management Inc
|
Jul 16, 2024 Q2 2024 |
108,013
shares
|
$8.99 Million
1.27% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Efficient Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
107,005
shares
|
$8.91 Million
0.57% of portfolio
|
Q2 2024
Reduced 12.15%
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
106,273
shares
|
$8.85 Million
1.53% of portfolio
|
Q2 2024
Added 16.26%
|
|
White Pine Investment CO
|
Jul 24, 2024 Q2 2024 |
106,257
shares
|
$8.85 Million
2.68% of portfolio
|
Q2 2024
Added 4.11%
|
|
Wt Wealth Management
|
Feb 08, 2024 Q4 2023 |
106,172
shares
|
$8.84 Million
3.63% of portfolio
|
Q4 2023
Added 1617.72%
|
|
Cullen/Frost Bankers, Inc.
|
Aug 05, 2024 Q2 2024 |
104,826
shares
|
$8.73 Million
0.13% of portfolio
|
Q2 2024
Added 0.14%
|
|
Fortem Financial Group, LLC
|
Aug 02, 2024 Q2 2024 |
104,746
shares
|
$8.72 Million
3.78% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 08, 2024 Q2 2024 |
104,247
shares
|
$8.68 Million
1.22% of portfolio
|
Q2 2024
Added 4.92%
|