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 767 institutions that hold shares in the stock, with a total of 107 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
252
shares
|
$25,308
0.02% of portfolio
|
Q4 2024
Added 152.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
248
shares
|
$24,906
0.0% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
213
shares
|
$21,391
0.0% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
172
shares
|
$17,273
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
141
shares
|
$14,160
0.0% of portfolio
|
Q3 2024
Added 60.23%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
118
shares
|
$11,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
110
shares
|
$11,047
0.0% of portfolio
|
Q4 2024
Reduced 73.24%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
98
shares
|
$9,842
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
85
shares
|
$8,536
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$8,436
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
77
shares
|
$7,733
0.0% of portfolio
|
Q4 2024
Reduced 92.75%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Feb 10, 2025 Q4 2024 |
55
shares
|
$5,523
0.0% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
54
shares
|
$5,423
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
42
shares
|
$4,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
33
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
33
shares
|
$3,314
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
24
shares
|
$2,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 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
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$502
0.05% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5
shares
|
$502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
5
shares
|
$502
0.0% of portfolio
|
Q2 2024
Reduced 91.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
4
shares
|
$401
0.0% of portfolio
|
Q4 2024
Reduced 94.2%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4
shares
|
$401
0.0% of portfolio
|
Q3 2024
Reduced 99.16%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
4
shares
|
$401
0.0% of portfolio
|
Q4 2024
New holding
|