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 794 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
738
shares
|
$74,132
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
732
shares
|
$73,529
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
700
shares
|
$70,315
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
671
shares
|
$67,401
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
664
shares
|
$66,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
658
shares
|
$66,096
0.01% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
562
shares
|
$56,452
0.0% of portfolio
|
Q3 2023
Added 112.08%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
527
shares
|
$52,937
0.04% of portfolio
|
Q4 2024
Reduced 71.82%
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
522
shares
|
$52,434
0.01% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
453
shares
|
$45,503
0.01% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$40,079
0.09% of portfolio
|
Q3 2024
Reduced 93.81%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
392
shares
|
$39,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
370
shares
|
$37,166
0.02% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
330
shares
|
$33,148
0.0% of portfolio
|
Q4 2024
Reduced 78.07%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
305
shares
|
$30,637
0.0% of portfolio
|
Q2 2024
Reduced 74.13%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
298
shares
|
$29,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
297
shares
|
$29,833
0.02% of portfolio
|
Q1 2023
Added 96.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
295
shares
|
$29,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
290
shares
|
$29,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
252
shares
|
$25,313
0.02% of portfolio
|
Q4 2024
Added 152.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
248
shares
|
$24,911
0.0% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
213
shares
|
$21,395
0.0% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
172
shares
|
$17,277
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
126
shares
|
$12,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$11,853
0.0% of portfolio
|
Q2 2024
New holding
|