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 781 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
7,406
shares
|
$744,303
0.02% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
7,369
shares
|
$740,584
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
7,341
shares
|
$737,770
0.6% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
7,332
shares
|
$736,866
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
7,332
shares
|
$736,866
0.27% of portfolio
|
Q4 2024
Added 14.51%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
7,310
shares
|
$734,655
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$719,781
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,039
shares
|
$707,419
0.17% of portfolio
|
Q3 2024
Added 185.1%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
6,953
shares
|
$698,776
0.02% of portfolio
|
Q4 2024
Reduced 31.54%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
6,931
shares
|
$696,565
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,926
shares
|
$696,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
6,850
shares
|
$688,425
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
6,763
shares
|
$679,681
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
6,713
shares
|
$674,656
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
6,669
shares
|
$670,234
0.07% of portfolio
|
Q4 2024
Added 7.39%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,626
shares
|
$665,913
0.28% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
6,615
shares
|
$664,807
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
6,587
shares
|
$661,993
0.24% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Feb 12, 2025 Q4 2024 |
6,500
shares
|
$653,250
0.31% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,427
shares
|
$645,913
0.03% of portfolio
|
Q4 2024
Added 38.81%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,363
shares
|
$639,481
0.14% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
6,362
shares
|
$639,381
0.26% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
6,177
shares
|
$620,788
0.12% of portfolio
|
Q4 2024
Reduced 35.7%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,120
shares
|
$615,060
0.0% of portfolio
|
Q4 2024
Added 96.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,087
shares
|
$611,743
0.01% of portfolio
|
Q3 2024
Added 6.58%
|