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 |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
6,362
shares
|
$639,889
0.26% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
6,120
shares
|
$615,549
0.0% of portfolio
|
Q4 2024
Added 96.66%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
6,052
shares
|
$608,710
0.02% of portfolio
|
Q2 2024
Added 10.8%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,032
shares
|
$606,698
0.34% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
6,004
shares
|
$603,882
0.04% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
5,976
shares
|
$601,066
0.18% of portfolio
|
Q4 2024
Added 145.12%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Feb 03, 2025 Q4 2024 |
5,889
shares
|
$592,315
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
5,883
shares
|
$591,712
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
5,871
shares
|
$590,505
0.03% of portfolio
|
Q4 2024
Reduced 11.97%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$590,404
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,850
shares
|
$588,393
0.39% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,834
shares
|
$586,783
0.05% of portfolio
|
Q4 2024
Reduced 16.55%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,830
shares
|
$586,381
0.12% of portfolio
|
Q1 2025
Reduced 92.7%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
5,821
shares
|
$585,476
0.09% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,796
shares
|
$582,961
0.02% of portfolio
|
Q1 2025
Added 17.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
5,791
shares
|
$582,458
0.05% of portfolio
|
Q4 2024
Added 93.48%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,664
shares
|
$569,685
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,658
shares
|
$569,081
0.02% of portfolio
|
Q4 2024
Added 46.24%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
5,648
shares
|
$568,075
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
|
$560,130
0.0% of portfolio
|
Q4 2024
Reduced 69.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Feb 03, 2025 Q4 2024 |
5,557
shares
|
$558,923
0.4% of portfolio
|
Q4 2024
Added 48.38%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
5,463
shares
|
$549,468
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Feb 12, 2025 Q4 2024 |
5,417
shares
|
$544,841
0.06% of portfolio
|
Q4 2024
Added 73.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
5,362
shares
|
$539,309
0.11% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,275
shares
|
$530,559
0.1% of portfolio
|
Q3 2024
New holding
|