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 708 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
7,387
shares
|
$743,058
0.13% of portfolio
|
Q3 2024
Reduced 26.45%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
7,374
shares
|
$741,750
0.03% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
7,317
shares
|
$736,017
0.19% of portfolio
|
Q3 2024
Reduced 79.33%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,305
shares
|
$734,809
0.08% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
7,220
shares
|
$726,259
0.34% of portfolio
|
Q3 2024
Added 71.33%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
7,220
shares
|
$726,259
0.34% of portfolio
|
Q3 2024
Reduced 51.14%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$720,425
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
7,086
shares
|
$712,780
0.03% of portfolio
|
Q3 2024
Reduced 49.94%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,060
shares
|
$710,165
0.1% of portfolio
|
Q3 2024
Reduced 44.33%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,039
shares
|
$708,053
0.17% of portfolio
|
Q3 2024
Added 185.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
6,991
shares
|
$703,224
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,877
shares
|
$691,757
0.01% of portfolio
|
Q3 2024
Reduced 61.39%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
6,848
shares
|
$688,840
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
6,848
shares
|
$688,840
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
6,739
shares
|
$677,876
0.25% of portfolio
|
Q3 2024
Added 16.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
6,669
shares
|
$670,834
0.03% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
6,667
shares
|
$670,633
0.06% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
6,587
shares
|
$662,586
0.25% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
6,537
shares
|
$657,556
0.14% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,450
shares
|
$648,805
0.0% of portfolio
|
Q3 2024
Added 18.35%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
6,393
shares
|
$643,071
0.33% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,391
shares
|
$642,870
0.01% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
6,362
shares
|
$639,953
0.29% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
6,210
shares
|
$624,663
0.06% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,197
shares
|
$623,356
0.06% of portfolio
|
Q3 2024
New holding
|