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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
27,872
shares
|
$2.8 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
27,791
shares
|
$2.79 Million
0.17% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
27,274
shares
|
$2.74 Million
0.04% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
26,663
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,113
shares
|
$2.62 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,046
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
25,898
shares
|
$2.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
25,647
shares
|
$2.58 Million
0.29% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
25,449
shares
|
$2.56 Million
1.71% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
25,149
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
25,014
shares
|
$2.51 Million
2.17% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$2.51 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
24,937
shares
|
$2.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
24,871
shares
|
$2.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
24,755
shares
|
$2.49 Million
0.36% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,630
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2024
Added 1680.91%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
24,505
shares
|
$2.46 Million
1.18% of portfolio
|
Q4 2024
Added 713.31%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
24,299
shares
|
$2.44 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
24,040
shares
|
$2.42 Million
0.74% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
23,896
shares
|
$2.4 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
23,792
shares
|
$2.39 Million
0.11% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
23,715
shares
|
$2.38 Million
0.17% of portfolio
|
Q4 2024
Added 795.58%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
23,561
shares
|
$2.37 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,208
shares
|
$2.33 Million
0.32% of portfolio
|
Q4 2024
Added 167.31%
|