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 |
|---|---|---|---|---|---|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
57,042
shares
|
$5.74 Million
4.44% of portfolio
|
Q3 2024
Reduced 9.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
56,792
shares
|
$5.71 Million
0.07% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
56,668
shares
|
$5.7 Million
0.31% of portfolio
|
Q3 2024
Added 51.92%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
55,077
shares
|
$5.54 Million
0.9% of portfolio
|
Q3 2024
Reduced 78.32%
|
|
|
Campbell Wealth Management
|
Oct 28, 2024 Q3 2024 |
53,949
shares
|
$5.43 Million
0.48% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
53,805
shares
|
$5.41 Million
2.62% of portfolio
|
Q3 2024
Reduced 4.95%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
53,691
shares
|
$5.4 Million
1.43% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
53,162
shares
|
$5.35 Million
0.23% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
52,289
shares
|
$5.26 Million
0.19% of portfolio
|
Q3 2024
Added 115.03%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
52,030
shares
|
$5.23 Million
0.11% of portfolio
|
Q2 2024
Added 29.04%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
51,999
shares
|
$5.23 Million
0.67% of portfolio
|
Q4 2023
Added 149.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
51,766
shares
|
$5.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
51,753
shares
|
$5.21 Million
2.23% of portfolio
|
Q3 2024
Added 81.67%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
51,605
shares
|
$5.19 Million
0.88% of portfolio
|
Q3 2024
Reduced 38.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
51,482
shares
|
$5.18 Million
0.23% of portfolio
|
Q3 2024
Added 390.16%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
51,258
shares
|
$5.16 Million
1.18% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
51,253
shares
|
$5.16 Million
0.74% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,863
shares
|
$5.12 Million
11.51% of portfolio
|
Q4 2023
Added 145.66%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
Nov 06, 2024 Q3 2024 |
50,455
shares
|
$5.08 Million
40.3% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
50,229
shares
|
$5.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 57.34%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
48,247
shares
|
$4.85 Million
1.58% of portfolio
|
Q3 2024
Added 393.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,222
shares
|
$4.85 Million
0.05% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
47,268
shares
|
$4.75 Million
1.28% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
46,689
shares
|
$4.7 Million
6.19% of portfolio
|
Q3 2023
Added 31.39%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 09, 2024 Q3 2024 |
45,409
shares
|
$4.57 Million
1.52% of portfolio
|
Q3 2024
Added 34.48%
|