Institutional Ownership Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV). We have compiled data on the 708 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,992,984
shares
|
$502 Million
0.04% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,392,516
shares
|
$341 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
3,025,475
shares
|
$304 Million
0.14% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,834
shares
|
$191 Million
0.12% of portfolio
|
Q3 2024
Added 61.2%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Nov 05, 2024 Q3 2024 |
1,827,447
shares
|
$184 Million
3.13% of portfolio
|
Q3 2024
Added 9.07%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,665,872
shares
|
$168 Million
4.19% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,642,687
shares
|
$165 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.87%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
1,466,198
shares
|
$147 Million
60.19% of portfolio
|
Q3 2024
Added 7.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,461,831
shares
|
$147 Million
0.13% of portfolio
|
Q3 2024
Added 8.45%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
1,263,965
shares
|
$127 Million
5.97% of portfolio
|
Q3 2024
Added 40.31%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,199,938
shares
|
$121 Million
0.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,181,167
shares
|
$119 Million
6.07% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,174,783
shares
|
$118 Million
0.26% of portfolio
|
Q3 2024
Added 110.32%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
1,080,467
shares
|
$109 Million
1.52% of portfolio
|
Q4 2023
Reduced 8.18%
|
|
|
Awm Capital, LLC
|
Nov 14, 2024 Q3 2024 |
1,063,470
shares
|
$107 Million
17.42% of portfolio
|
Q3 2024
Added 60.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,045,570
shares
|
$105 Million
0.32% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,029,744
shares
|
$104 Million
4.09% of portfolio
|
Q3 2024
Added 73.23%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,002,231
shares
|
$101 Million
8.07% of portfolio
|
Q3 2024
Added 57.09%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
953,887
shares
|
$96 Million
0.37% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
953,802
shares
|
$95.9 Million
5.83% of portfolio
|
Q3 2024
Added 25.35%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
936,465
shares
|
$94.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 22.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
926,043
shares
|
$93.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 46.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
908,622
shares
|
$91.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 25.47%
|