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 |
|---|---|---|---|---|---|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
12,714
shares
|
$1.28 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,670
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
12,649
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
12,648
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,601
shares
|
$1.27 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
12,555
shares
|
$1.26 Million
1.33% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
12,310
shares
|
$1.24 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
12,302
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
12,272
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,126
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
12,087
shares
|
$1.22 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
11,982
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2024
Added 287.89%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,981
shares
|
$1.2 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,905
shares
|
$1.2 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
11,881
shares
|
$1.19 Million
0.45% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
11,784
shares
|
$1.19 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,752
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,628
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,439
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,437
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Added 155.75%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,345
shares
|
$1.14 Million
0.25% of portfolio
|
Q4 2024
Added 91.12%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
11,312
shares
|
$1.14 Million
0.57% of portfolio
|
Q1 2025
Added 373.31%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
11,054
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
11,034
shares
|
$1.11 Million
0.81% of portfolio
|
Q4 2024
New holding
|