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 153 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
116,284
shares
|
$11.7 Million
2.72% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
113,786
shares
|
$11.5 Million
0.56% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
113,755
shares
|
$11.5 Million
0.1% of portfolio
|
Q1 2025
Added 576.03%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
113,589
shares
|
$11.4 Million
10.81% of portfolio
|
Q1 2025
Added 108.9%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
112,688
shares
|
$11.3 Million
0.54% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
111,455
shares
|
$11.2 Million
0.17% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
110,835
shares
|
$11.2 Million
5.97% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
110,370
shares
|
$11.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
110,284
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 140.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
109,993
shares
|
$11.1 Million
0.27% of portfolio
|
Q1 2025
Added 173.97%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
108,153
shares
|
$10.9 Million
5.21% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
108,086
shares
|
$10.9 Million
0.55% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
107,610
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 60.78%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
104,880
shares
|
$10.6 Million
3.01% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,680
shares
|
$10.5 Million
5.91% of portfolio
|
Q1 2023
Reduced 28.79%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
104,460
shares
|
$10.5 Million
5.26% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
103,195
shares
|
$10.4 Million
0.21% of portfolio
|
Q1 2025
Added 72.2%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
102,137
shares
|
$10.3 Million
3.71% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
101,714
shares
|
$10.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
101,099
shares
|
$10.2 Million
0.66% of portfolio
|
Q1 2025
Added 40.79%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
100,427
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
99,926
shares
|
$10.1 Million
1.36% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
99,789
shares
|
$10 Million
10.37% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Baker Ellis Asset Management LLC
|
Apr 15, 2025 Q1 2025 |
99,318
shares
|
$10 Million
1.5% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
98,972
shares
|
$9.96 Million
10.24% of portfolio
|
Q1 2025
Reduced 24.91%
|