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 905 institutions that hold shares in the stock, with a total of 153 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
28,203
shares
|
$2.84 Million
0.39% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
28,052
shares
|
$2.82 Million
2.68% of portfolio
|
Q1 2025
Added 66.04%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
28,040
shares
|
$2.82 Million
2.55% of portfolio
|
Q1 2025
New holding
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
27,818
shares
|
$2.8 Million
1.91% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
27,777
shares
|
$2.8 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
27,663
shares
|
$2.78 Million
0.64% of portfolio
|
Q1 2025
Added 57.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
27,632
shares
|
$2.78 Million
0.27% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
27,467
shares
|
$2.76 Million
1.3% of portfolio
|
Q1 2025
Added 12.09%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
27,381
shares
|
$2.76 Million
0.32% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
27,276
shares
|
$2.75 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,050
shares
|
$2.72 Million
0.44% of portfolio
|
Q1 2025
Added 901.85%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,018
shares
|
$2.72 Million
2.83% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
26,934
shares
|
$2.71 Million
0.17% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
26,677
shares
|
$2.69 Million
1.15% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
26,495
shares
|
$2.67 Million
0.59% of portfolio
|
Q1 2025
Added 92.55%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
26,204
shares
|
$2.64 Million
0.2% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
25,570
shares
|
$2.57 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
25,506
shares
|
$2.57 Million
0.74% of portfolio
|
Q1 2025
Added 14.11%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
25,448
shares
|
$2.56 Million
0.26% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Apr 25, 2025 Q1 2025 |
24,908
shares
|
$2.51 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
|
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%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
24,816
shares
|
$2.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 38.54%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
24,735
shares
|
$2.49 Million
0.74% of portfolio
|
Q1 2025
Added 95.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
24,704
shares
|
$2.49 Million
0.07% of portfolio
|
Q1 2025
Reduced 78.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,646
shares
|
$2.48 Million
0.04% of portfolio
|
Q1 2025
Added 617.29%
|