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 708 institutions that hold shares in the stock, with a total of 91.1 Million shares, which have been reported (via 13F filing form) to have a value of $9.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
500,000
shares
|
$50.3 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
493,161
shares
|
$49.6 Million
1.82% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
420,555
shares
|
$42.3 Million
0.03% of portfolio
|
Q3 2024
Added 20.02%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Oct 02, 2024 Q3 2024 |
414,613
shares
|
$41.7 Million
27.03% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
387,234
shares
|
$38.9 Million
16.14% of portfolio
|
Q3 2024
Added 216.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
385,401
shares
|
$38.8 Million
0.06% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
376,142
shares
|
$37.8 Million
5.87% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
372,150
shares
|
$37.4 Million
0.42% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
368,805
shares
|
$37.1 Million
10.44% of portfolio
|
Q3 2024
Added 30.08%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
365,221
shares
|
$36.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
364,732
shares
|
$36.7 Million
4.93% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
363,480
shares
|
$36.6 Million
10.33% of portfolio
|
Q3 2024
Added 41.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
355,244
shares
|
$35.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
348,948
shares
|
$35.1 Million
10.65% of portfolio
|
Q3 2024
Added 25.23%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$34.9 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
345,403
shares
|
$34.7 Million
0.65% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Elm Partners Management LLC
|
Nov 07, 2024 Q3 2024 |
345,335
shares
|
$34.7 Million
2.42% of portfolio
|
Q3 2024
Reduced 40.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
341,442
shares
|
$34.3 Million
0.06% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
322,359
shares
|
$32.4 Million
0.22% of portfolio
|
Q3 2024
Added 132.55%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
321,392
shares
|
$32.3 Million
0.53% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
308,724
shares
|
$31 Million
3.41% of portfolio
|
Q3 2024
Added 41.98%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
304,495
shares
|
$30.6 Million
3.39% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2024 Q3 2024 |
284,999
shares
|
$28.7 Million
3.59% of portfolio
|
Q3 2024
Added 12.67%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
280,611
shares
|
$28.2 Million
4.07% of portfolio
|
Q3 2024
Added 4.28%
|