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 710 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
35,222
shares
|
$3.54 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
35,215
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.61%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
35,195
shares
|
$3.54 Million
0.42% of portfolio
|
Q3 2024
Added 820.85%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
34,884
shares
|
$3.51 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
33,806
shares
|
$3.4 Million
0.02% of portfolio
|
Q3 2024
Added 32.13%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
33,732
shares
|
$3.39 Million
0.19% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
33,433
shares
|
$3.36 Million
0.08% of portfolio
|
Q3 2024
Added 51.23%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.36 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
33,210
shares
|
$3.34 Million
0.29% of portfolio
|
Q3 2024
Added 102.96%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
33,113
shares
|
$3.33 Million
2.02% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
32,324
shares
|
$3.25 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
32,303
shares
|
$3.25 Million
3.38% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Greenspring Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
31,262
shares
|
$3.15 Million
0.71% of portfolio
|
Q3 2024
Added 101.21%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
30,823
shares
|
$3.1 Million
0.08% of portfolio
|
Q2 2024
Added 145.52%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Oct 16, 2024 Q3 2024 |
30,772
shares
|
$3.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.92%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
30,625
shares
|
$3.08 Million
1.22% of portfolio
|
Q3 2024
Added 1137.87%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
30,496
shares
|
$3.07 Million
0.98% of portfolio
|
Q3 2024
Reduced 99.25%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
29,736
shares
|
$2.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 34.26%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
28,970
shares
|
$2.91 Million
0.47% of portfolio
|
Q3 2024
Added 25.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28,941
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
28,698
shares
|
$2.89 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
28,524
shares
|
$2.87 Million
2.15% of portfolio
|
Q3 2024
Reduced 13.15%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
28,345
shares
|
$2.85 Million
0.54% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
28,094
shares
|
$2.83 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
27,914
shares
|
$2.81 Million
1.93% of portfolio
|
Q3 2024
New holding
|