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 907 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
332,776
shares
|
$33.5 Million
8.24% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
327,532
shares
|
$33 Million
0.29% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
324,599
shares
|
$32.7 Million
2.88% of portfolio
|
Q1 2025
Added 701.88%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
321,793
shares
|
$32.4 Million
3.6% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
321,417
shares
|
$32.4 Million
4.28% of portfolio
|
Q1 2025
Added 679.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
321,105
shares
|
$32.3 Million
0.09% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
311,957
shares
|
$31.4 Million
5.95% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
311,319
shares
|
$31.3 Million
2.04% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
310,480
shares
|
$31.3 Million
1.57% of portfolio
|
Q1 2025
Added 139.06%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
308,356
shares
|
$31 Million
13.52% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
305,927
shares
|
$30.8 Million
4.18% of portfolio
|
Q1 2025
Reduced 11.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
301,719
shares
|
$30.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
301,698
shares
|
$30.4 Million
6.1% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
297,115
shares
|
$29.9 Million
0.27% of portfolio
|
Q1 2025
Added 37.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
287,366
shares
|
$28.9 Million
10.27% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
287,195
shares
|
$28.9 Million
3.72% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
283,345
shares
|
$28.5 Million
3.82% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
274,234
shares
|
$27.6 Million
0.18% of portfolio
|
Q1 2025
Added 45.78%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
271,811
shares
|
$27.4 Million
0.08% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
259,062
shares
|
$26.1 Million
5.92% of portfolio
|
Q1 2025
New holding
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
257,597
shares
|
$25.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
M. Kulyk & Associates, LLC
|
May 06, 2025 Q1 2025 |
251,770
shares
|
$25.3 Million
6.0% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
May 12, 2025 Q1 2025 |
251,425
shares
|
$25.3 Million
14.32% of portfolio
|
Q1 2025
Added 26.58%
|