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 |
|---|---|---|---|---|---|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
3,867
shares
|
$388,942
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,867
shares
|
$388,942
0.0% of portfolio
|
Q4 2024
Reduced 95.71%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
3,828
shares
|
$385,020
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,778
shares
|
$379,991
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,768
shares
|
$378,985
0.02% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,739
shares
|
$376,068
0.12% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,737
shares
|
$375,867
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
3,712
shares
|
$373,352
0.13% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
3,701
shares
|
$372,246
0.24% of portfolio
|
Q4 2024
Added 77.25%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
3,700
shares
|
$372,146
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
3,684
shares
|
$370,536
0.1% of portfolio
|
Q4 2024
Added 64.24%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,637
shares
|
$365,809
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,633
shares
|
$365,407
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
3,632
shares
|
$365,306
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
3,610
shares
|
$363,093
0.11% of portfolio
|
Q4 2024
Reduced 90.41%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
3,601
shares
|
$362,188
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
3,593
shares
|
$361,383
0.31% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
3,565
shares
|
$358,567
0.26% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Capitol Family Office, Inc.
|
Apr 22, 2025 Q1 2025 |
3,520
shares
|
$354,041
0.49% of portfolio
|
Q4 2024
Added 74.26%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
3,432
shares
|
$345,190
0.14% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
3,400
shares
|
$341,972
0.41% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
3,400
shares
|
$341,972
0.01% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
3,393
shares
|
$341,267
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
3,379
shares
|
$339,859
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,372
shares
|
$339,155
0.01% of portfolio
|
Q1 2025
Added 129.08%
|