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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,487
shares
|
$451,302
0.05% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,457
shares
|
$448,285
0.08% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4,455
shares
|
$448,083
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,770
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
4,358
shares
|
$438,327
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
4,305
shares
|
$432,996
0.01% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
4,296
shares
|
$432,091
0.02% of portfolio
|
Q4 2024
Added 48.29%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
4,277
shares
|
$430,180
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Access Financial Services, Inc.
|
Apr 17, 2025 Q1 2025 |
4,271
shares
|
$429,577
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
4,255
shares
|
$427,967
0.0% of portfolio
|
Q4 2024
Added 32.47%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,227
shares
|
$425,151
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
4,215
shares
|
$423,944
0.18% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$418,513
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
4,140
shares
|
$416,401
0.27% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
4,104
shares
|
$412,780
0.12% of portfolio
|
Q4 2024
Reduced 76.55%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
4,020
shares
|
$404,331
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,017
shares
|
$404,029
0.02% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
3,990
shares
|
$401,314
0.15% of portfolio
|
Q4 2024
Added 34.98%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
3,982
shares
|
$400,509
0.06% of portfolio
|
Q1 2025
Reduced 19.08%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,950
shares
|
$397,291
0.03% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Apr 11, 2025 Q1 2025 |
3,936
shares
|
$395,882
0.17% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,928
shares
|
$395,078
0.01% of portfolio
|
Q1 2025
Reduced 19.36%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,899
shares
|
$392,161
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,891
shares
|
$391,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Feb 12, 2025 Q4 2024 |
3,869
shares
|
$389,144
0.04% of portfolio
|
Q4 2024
Added 23.3%
|