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 781 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,249
shares
|
$3.64 Million
0.03% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
35,999
shares
|
$3.62 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
35,967
shares
|
$3.61 Million
0.43% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
35,925
shares
|
$3.61 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
34,961
shares
|
$3.51 Million
1.62% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
34,209
shares
|
$3.44 Million
0.23% of portfolio
|
Q4 2024
Added 11496.27%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
33,985
shares
|
$3.42 Million
0.13% of portfolio
|
Q4 2024
Added 39.79%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
33,711
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.35 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
32,963
shares
|
$3.31 Million
4.04% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
32,771
shares
|
$3.29 Million
0.42% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
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%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
31,998
shares
|
$3.22 Million
0.95% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
31,998
shares
|
$3.22 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
30,690
shares
|
$3.08 Million
0.56% of portfolio
|
Q4 2024
Added 315.46%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Feb 14, 2025 Q4 2024 |
30,364
shares
|
$3.05 Million
0.6% of portfolio
|
Q4 2024
Reduced 52.92%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
30,260
shares
|
$3.04 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
30,080
shares
|
$3.02 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
29,419
shares
|
$2.96 Million
1.34% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
29,252
shares
|
$2.94 Million
1.9% of portfolio
|
Q4 2024
Added 983.41%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
28,855
shares
|
$2.9 Million
2.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,595
shares
|
$2.87 Million
0.04% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,346
shares
|
$2.85 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
28,345
shares
|
$2.85 Million
0.54% of portfolio
|
Q2 2024
Added 10.36%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.84 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|