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 806 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
84,713
shares
|
$8.51 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
83,407
shares
|
$8.38 Million
0.02% of portfolio
|
Q4 2024
Added 38.63%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Apr 11, 2025 Q1 2025 |
83,337
shares
|
$8.38 Million
3.05% of portfolio
|
Q1 2025
New holding
|
|
|
Cypress Capital, LLC
|
Feb 03, 2025 Q4 2024 |
82,410
shares
|
$8.28 Million
2.36% of portfolio
|
Q4 2024
Reduced 19.53%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
81,500
shares
|
$8.19 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
81,301
shares
|
$8.17 Million
0.54% of portfolio
|
Q1 2025
Added 106.69%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
80,117
shares
|
$8.05 Million
0.57% of portfolio
|
Q4 2024
Reduced 28.03%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
79,963
shares
|
$8.04 Million
0.39% of portfolio
|
Q1 2025
Reduced 13.99%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
78,682
shares
|
$7.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 60.41%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
78,106
shares
|
$7.85 Million
0.11% of portfolio
|
Q4 2024
Reduced 23.63%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
77,799
shares
|
$7.82 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Warren Street Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
77,642
shares
|
$7.8 Million
3.16% of portfolio
|
Q1 2025
Added 43.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
76,706
shares
|
$7.71 Million
0.1% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
76,555
shares
|
$7.69 Million
0.88% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
76,077
shares
|
$7.65 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
75,750
shares
|
$7.61 Million
1.06% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
75,218
shares
|
$7.56 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
|
M & L Capital Management LTD
London, X0 |
Apr 07, 2025 Q1 2025 |
74,700
shares
|
$7.51 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
74,551
shares
|
$7.49 Million
1.47% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
74,087
shares
|
$7.45 Million
0.26% of portfolio
|
Q4 2024
Added 41.69%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
73,201
shares
|
$7.36 Million
0.09% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
72,712
shares
|
$7.31 Million
6.03% of portfolio
|
Q1 2025
Reduced 17.18%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
72,553
shares
|
$7.29 Million
1.55% of portfolio
|
Q4 2024
Added 2744.1%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
71,810
shares
|
$7.22 Million
0.47% of portfolio
|
Q4 2024
Reduced 34.82%
|
|
|
Value Aligned Research Advisors, LLC
Princeton, NJ |
Feb 18, 2025 Q4 2024 |
71,010
shares
|
$7.14 Million
1.95% of portfolio
|
Q4 2024
New holding
|