Institutional Ownership Ishares Trishares 0 3 Mnth Tre (SGOV)
Currently, there are no institutions holding Ishares Trishares 0 3 Mnth Tre (SGOV). This information is based on the latest data available and is subject to change as new information becomes available.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,490
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
17,391
shares
|
$1.75 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
17,338
shares
|
$1.74 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
17,259
shares
|
$1.74 Million
0.78% of portfolio
|
Q1 2025
Reduced 84.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
16,921
shares
|
$1.7 Million
0.74% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
16,895
shares
|
$1.7 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
16,827
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16,815
shares
|
$1.69 Million
0.67% of portfolio
|
Q4 2024
Added 1681400.0%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,548
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
16,528
shares
|
$1.66 Million
1.71% of portfolio
|
Q1 2025
Reduced 60.5%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
16,398
shares
|
$1.65 Million
1.86% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
16,290
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
16,248
shares
|
$1.63 Million
0.42% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
16,009
shares
|
$1.61 Million
0.94% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
15,924
shares
|
$1.6 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
15,768
shares
|
$1.59 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
15,619
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
15,149
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
15,146
shares
|
$1.52 Million
0.01% of portfolio
|
Q4 2024
Added 136.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,079
shares
|
$1.52 Million
0.02% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,054
shares
|
$1.51 Million
0.35% of portfolio
|
Q3 2024
Added 632.91%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
14,937
shares
|
$1.5 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,897
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
New holding
|