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 759 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
298
shares
|
$29,922
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
297
shares
|
$29,821
0.02% of portfolio
|
Q1 2023
Added 96.69%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
252
shares
|
$25,303
0.02% of portfolio
|
Q4 2024
Added 152.0%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
241
shares
|
$24,198
0.04% of portfolio
|
Q3 2024
Reduced 84.66%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
237
shares
|
$23,797
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
174
shares
|
$17,471
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
172
shares
|
$17,270
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
141
shares
|
$14,157
0.0% of portfolio
|
Q3 2024
Added 60.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
125
shares
|
$12,551
0.0% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$11,848
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
110
shares
|
$11,045
0.0% of portfolio
|
Q4 2024
Reduced 73.24%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$11,045
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
98
shares
|
$9,840
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
85
shares
|
$8,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$8,434
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
77
shares
|
$7,731
0.0% of portfolio
|
Q4 2024
Reduced 92.75%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
54
shares
|
$5,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
54
shares
|
$5,422
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$4,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
42
shares
|
$4,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
33
shares
|
$3,313
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
24
shares
|
$2,409
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
21
shares
|
$2,108
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
13
shares
|
$1,305
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
6
shares
|
$602
0.0% of portfolio
|
Q4 2024
New holding
|