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 819 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
10,632
shares
|
$1.07 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,591
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Prostatis Group LLC
Hanover, MD |
Mar 21, 2025 Q4 2024 |
10,527
shares
|
$1.06 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,507
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
10,192
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,131
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
10,129
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
10,119
shares
|
$1.02 Million
8.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,057
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
9,946
shares
|
$1 Million
0.15% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,868
shares
|
$992,523
0.05% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,825
shares
|
$988,198
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
9,650
shares
|
$970,597
0.06% of portfolio
|
Q4 2024
Added 29.65%
|
|
|
Lake Hills Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
9,630
shares
|
$968,585
0.65% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
9,534
shares
|
$958,929
0.0% of portfolio
|
Q4 2024
Added 158.72%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
9,500
shares
|
$955,510
0.07% of portfolio
|
Q4 2024
Reduced 49.29%
|
|
|
Alta Wealth Advisors LLC
|
Jan 23, 2025 Q4 2024 |
9,403
shares
|
$945,753
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
9,380
shares
|
$943,440
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
9,280
shares
|
$933,382
0.28% of portfolio
|
Q1 2025
Reduced 7.38%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
9,279
shares
|
$933,281
0.01% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jan 31, 2025 Q4 2024 |
9,155
shares
|
$920,809
0.58% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
9,125
shares
|
$917,792
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
8,999
shares
|
$905,119
0.27% of portfolio
|
Q1 2025
Reduced 85.99%
|