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 |
---|---|---|---|---|---|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
103,815
shares
|
$8.64 Million
2.91% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
101,306
shares
|
$8.44 Million
0.9% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
100,934
shares
|
$8.4 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
100,854
shares
|
$8.4 Million
0.25% of portfolio
|
Q2 2024
Reduced 9.59%
|
|
Prudential Financial Inc
Newark, NJ |
Aug 13, 2024 Q2 2024 |
100,322
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.16%
|
|
Graybill Bartz & Assoc LTD
|
Jul 22, 2024 Q2 2024 |
99,894
shares
|
$8.32 Million
3.44% of portfolio
|
Q2 2024
Added 1.05%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
99,805
shares
|
$8.31 Million
0.14% of portfolio
|
Q2 2024
Added 127.52%
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
99,790
shares
|
$8.31 Million
0.01% of portfolio
|
Q2 2024
Reduced 16.79%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
99,575
shares
|
$8.29 Million
0.04% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
Camden National Bank
Camden, ME |
Aug 13, 2024 Q2 2024 |
99,159
shares
|
$8.26 Million
1.28% of portfolio
|
Q2 2024
Added 7.55%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
98,617
shares
|
$8.21 Million
0.13% of portfolio
|
Q2 2024
Reduced 38.6%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
98,300
shares
|
$8.19 Million
0.04% of portfolio
|
Q2 2024
Added 9.22%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
96,630
shares
|
$8.05 Million
0.34% of portfolio
|
Q4 2022
Closed
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Aug 09, 2024 Q2 2024 |
96,587
shares
|
$8.04 Million
0.77% of portfolio
|
Q2 2024
Added 621.07%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
96,246
shares
|
$8.01 Million
0.06% of portfolio
|
Q2 2024
Added 65.24%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
95,784
shares
|
$7.98 Million
0.06% of portfolio
|
Q2 2024
Reduced 8.16%
|
|
Money Design Co.,Ltd.
|
Jul 31, 2024 Q2 2024 |
95,456
shares
|
$7.95 Million
0.42% of portfolio
|
Q2 2024
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Jul 15, 2024 Q2 2024 |
95,440
shares
|
$7.95 Million
2.91% of portfolio
|
Q2 2024
Added 2.8%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
95,412
shares
|
$7.94 Million
0.05% of portfolio
|
Q2 2024
Reduced 13.35%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
95,256
shares
|
$7.93 Million
0.4% of portfolio
|
Q2 2024
Reduced 9.17%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
94,814
shares
|
$7.9 Million
0.5% of portfolio
|
Q2 2024
Added 26.61%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
94,442
shares
|
$7.86 Million
0.1% of portfolio
|
Q2 2024
Reduced 26.68%
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jul 12, 2024 Q2 2024 |
93,881
shares
|
$7.82 Million
6.86% of portfolio
|
Q2 2024
Reduced 30.38%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jul 30, 2024 Q2 2024 |
93,465
shares
|
$7.78 Million
1.52% of portfolio
|
Q2 2024
Reduced 55.83%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
93,029
shares
|
$7.75 Million
0.16% of portfolio
|
Q2 2024
Reduced 10.84%
|