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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,275
shares
|
$530,559
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Mar 19, 2025 Q4 2024 |
5,200
shares
|
$523,016
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
5,189
shares
|
$521,909
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
5,155
shares
|
$518,489
0.02% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
5,109
shares
|
$513,863
0.02% of portfolio
|
Q4 2024
Added 128.59%
|
|
|
Shayne & Co., LLC
|
Feb 04, 2025 Q4 2024 |
5,100
shares
|
$512,958
0.14% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,075
shares
|
$510,443
0.07% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,053
shares
|
$508,230
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,503
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$502,900
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Feb 12, 2025 Q4 2024 |
4,983
shares
|
$501,190
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
4,965
shares
|
$499,379
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
4,858
shares
|
$488,617
0.04% of portfolio
|
Q1 2025
Added 84.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$487,008
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
4,829
shares
|
$485,700
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
4,778
shares
|
$480,571
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
4,750
shares
|
$477,755
0.08% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,716
shares
|
$474,335
0.19% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
4,591
shares
|
$461,762
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$461,259
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Jan 29, 2025 Q4 2024 |
4,584
shares
|
$461,058
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Portfolio Strategies, Inc.
|
Apr 22, 2025 Q1 2025 |
4,567
shares
|
$459,348
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
4,541
shares
|
$456,733
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
4,513
shares
|
$453,917
0.35% of portfolio
|
Q4 2024
Reduced 25.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
4,508
shares
|
$453,414
0.12% of portfolio
|
Q4 2024
New holding
|