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 |
|---|---|---|---|---|---|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
8,901
shares
|
$895,262
0.08% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,868
shares
|
$891,943
0.01% of portfolio
|
Q4 2024
Reduced 26.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
8,831
shares
|
$888,221
0.11% of portfolio
|
Q4 2024
Added 9.73%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
8,771
shares
|
$882,187
1.42% of portfolio
|
Q4 2024
Added 7.11%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
8,769
shares
|
$881,986
0.06% of portfolio
|
Q4 2024
Added 28.05%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
8,711
shares
|
$876,152
0.15% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Feb 05, 2025 Q4 2024 |
8,693
shares
|
$874,341
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Feb 14, 2025 Q4 2024 |
8,589
shares
|
$863,881
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,551
shares
|
$860,059
0.17% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Denali Advisors LLC
|
Feb 04, 2025 Q4 2024 |
8,504
shares
|
$855,332
0.09% of portfolio
|
Q4 2024
Reduced 46.24%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$816,910
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,091
shares
|
$813,792
0.05% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
8,058
shares
|
$810,473
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
First American Bank
Dundee, IL |
Apr 22, 2025 Q1 2025 |
8,042
shares
|
$808,864
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$807,053
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Feb 14, 2025 Q4 2024 |
8,000
shares
|
$804,640
0.8% of portfolio
|
Q4 2024
Reduced 47.37%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
7,902
shares
|
$794,783
0.0% of portfolio
|
Q2 2024
Added 157940.0%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
7,860
shares
|
$790,558
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
7,854
shares
|
$789,955
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,803
shares
|
$784,825
0.04% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,783
shares
|
$782,814
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
7,668
shares
|
$771,247
0.13% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
7,660
shares
|
$770,442
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$759,580
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,444
shares
|
$748,717
0.07% of portfolio
|
Q4 2024
Reduced 4.99%
|