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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,788
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
14,769
shares
|
$1.49 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Feb 26, 2025 Q4 2024 |
14,720
shares
|
$1.48 Million
0.71% of portfolio
|
Q4 2024
Added 55.41%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
14,622
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Mar 12, 2025 Q4 2024 |
14,537
shares
|
$1.46 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,475
shares
|
$1.46 Million
0.02% of portfolio
|
Q4 2024
Added 37.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
14,376
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
14,315
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jan 28, 2025 Q4 2024 |
14,060
shares
|
$1.41 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
14,019
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
13,998
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,961
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 274.89%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
13,918
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
Added 220.1%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
13,761
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
13,713
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,667
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
13,650
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,622
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,541
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
Added 261.87%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
13,284
shares
|
$1.34 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
13,122
shares
|
$1.32 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
13,047
shares
|
$1.31 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
12,729
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Added 72.62%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
12,728
shares
|
$1.28 Million
0.72% of portfolio
|
Q4 2024
Reduced 17.15%
|