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 |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
244,799
shares
|
$24.6 Million
1.0% of portfolio
|
Q1 2025
Added 78.0%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
243,452
shares
|
$24.5 Million
14.98% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
239,544
shares
|
$24.1 Million
0.63% of portfolio
|
Q1 2025
Added 27.29%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
238,619
shares
|
$24 Million
0.12% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
236,267
shares
|
$23.8 Million
0.14% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
232,601
shares
|
$23.4 Million
0.86% of portfolio
|
Q1 2025
Added 17.69%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
231,268
shares
|
$23.3 Million
1.86% of portfolio
|
Q1 2025
Added 26.91%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
230,390
shares
|
$23.2 Million
1.08% of portfolio
|
Q1 2025
Added 20.2%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
228,880
shares
|
$23 Million
3.02% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
228,176
shares
|
$23 Million
1.38% of portfolio
|
Q1 2025
Added 23.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
221,352
shares
|
$22.3 Million
0.45% of portfolio
|
Q1 2025
Added 241.28%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
218,137
shares
|
$22 Million
0.12% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
217,715
shares
|
$21.9 Million
3.51% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
217,394
shares
|
$21.9 Million
4.67% of portfolio
|
Q1 2025
Added 52.44%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
216,788
shares
|
$21.8 Million
2.64% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
215,446
shares
|
$21.7 Million
4.61% of portfolio
|
Q1 2025
Added 50.07%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
211,014
shares
|
$21.2 Million
3.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
204,698
shares
|
$20.6 Million
16.83% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
202,987
shares
|
$20.4 Million
1.68% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
May 14, 2025 Q1 2025 |
202,821
shares
|
$20.4 Million
4.15% of portfolio
|
Q1 2025
Reduced 27.22%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
199,235
shares
|
$20.1 Million
1.9% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
191,187
shares
|
$19.2 Million
0.34% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
189,117
shares
|
$19 Million
13.37% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
188,617
shares
|
$19 Million
10.12% of portfolio
|
Q1 2025
Added 1.05%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
186,645
shares
|
$18.8 Million
10.72% of portfolio
|
Q1 2025
Reduced 10.34%
|