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 |
|---|---|---|---|---|---|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
889,926
shares
|
$89.5 Million
0.13% of portfolio
|
Q3 2024
Added 10.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
857,127
shares
|
$86.2 Million
0.29% of portfolio
|
Q3 2024
Added 20.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
851,750
shares
|
$85.7 Million
0.2% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
830,300
shares
|
$83.5 Million
0.13% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
825,903
shares
|
$83.1 Million
0.19% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
791,590
shares
|
$79.6 Million
41.0% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
734,134
shares
|
$73.8 Million
0.93% of portfolio
|
Q3 2024
Added 53.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
734,129
shares
|
$73.8 Million
0.0% of portfolio
|
Q2 2024
Added 103.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
719,537
shares
|
$72.4 Million
0.2% of portfolio
|
Q3 2024
Added 27.03%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
703,452
shares
|
$70.8 Million
5.29% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
687,228
shares
|
$69.1 Million
6.07% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
686,312
shares
|
$69 Million
0.03% of portfolio
|
Q3 2024
Added 44.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
683,003
shares
|
$68.7 Million
0.15% of portfolio
|
Q3 2024
Added 37.48%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
600,765
shares
|
$60.4 Million
2.7% of portfolio
|
Q3 2024
Added 180.66%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
600,719
shares
|
$60.4 Million
0.93% of portfolio
|
Q2 2024
Added 10.81%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
593,863
shares
|
$59.7 Million
7.14% of portfolio
|
Q3 2024
Added 275.19%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
591,099
shares
|
$59.5 Million
1.53% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
583,689
shares
|
$58.7 Million
1.61% of portfolio
|
Q4 2023
Added 15.67%
|
|
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
Nov 14, 2024 Q3 2024 |
581,100
shares
|
$58.5 Million
17.51% of portfolio
|
Q2 2024
Added 2215.14%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
568,446
shares
|
$57.2 Million
1.74% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
554,976
shares
|
$55.8 Million
0.06% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
551,681
shares
|
$55.5 Million
0.57% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
539,392
shares
|
$54.3 Million
1.9% of portfolio
|
Q2 2023
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
530,789
shares
|
$53.4 Million
2.51% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Privium Fund Management (Uk) LTD
|
Nov 05, 2024 Q3 2024 |
500,000
shares
|
$50.3 Million
91.76% of portfolio
|
Q3 2024
New holding
|