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 797 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,648
shares
|
$567,906
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
5,569
shares
|
$559,962
0.0% of portfolio
|
Q4 2024
Reduced 69.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
5,557
shares
|
$558,756
0.4% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
5,475
shares
|
$550,511
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
5,463
shares
|
$549,304
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
5,417
shares
|
$544,679
0.06% of portfolio
|
Q4 2024
Added 73.73%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
5,376
shares
|
$540,556
0.18% of portfolio
|
Q4 2024
Reduced 29.18%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,275
shares
|
$530,401
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
5,200
shares
|
$522,860
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
5,189
shares
|
$521,753
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,155
shares
|
$518,335
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,109
shares
|
$513,709
0.02% of portfolio
|
Q4 2024
Added 128.59%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
5,100
shares
|
$512,805
0.14% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
5,075
shares
|
$510,291
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Feb 14, 2025 Q4 2024 |
5,070
shares
|
$509,788
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,353
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Feb 04, 2025 Q4 2024 |
5,000
shares
|
$502,750
0.23% of portfolio
|
Q2 2022
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
4,983
shares
|
$501,040
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
4,965
shares
|
$499,230
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,954
shares
|
$498,124
0.02% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,921
shares
|
$494,806
0.07% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,871
shares
|
$489,779
0.02% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,863
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
4,778
shares
|
$480,427
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,750
shares
|
$477,612
0.08% of portfolio
|
Q4 2024
Reduced 13.64%
|