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 |
|---|---|---|---|---|---|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
14,044
shares
|
$1.41 Million
0.54% of portfolio
|
Q3 2024
Added 349.41%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
13,790
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2024
Reduced 93.9%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
13,650
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
13,614
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Added 20.5%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
13,438
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 72.49%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
13,336
shares
|
$1.34 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
13,073
shares
|
$1.32 Million
0.43% of portfolio
|
Q3 2024
Added 23.13%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,998
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 111.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
12,810
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
12,714
shares
|
$1.28 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,667
shares
|
$1.27 Million
0.16% of portfolio
|
Q3 2024
Added 55.54%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
12,521
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
12,508
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2024
Reduced 87.68%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Oct 04, 2024 Q3 2024 |
12,450
shares
|
$1.25 Million
1.15% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,131
shares
|
$1.22 Million
0.06% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
12,060
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2024
Added 108.22%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
11,905
shares
|
$1.2 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
11,813
shares
|
$1.19 Million
0.33% of portfolio
|
Q3 2024
Added 12.53%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
11,764
shares
|
$1.18 Million
0.45% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
11,710
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 30.98%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
11,676
shares
|
$1.17 Million
0.21% of portfolio
|
Q3 2024
Added 90.01%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,621
shares
|
$1.17 Million
0.33% of portfolio
|
Q3 2024
Reduced 22.1%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
11,559
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 30.63%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|