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 800 institutions that hold shares in the stock, with a total of 115 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
100,561
shares
|
$10.1 Million
2.26% of portfolio
|
Q4 2024
Added 96.19%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
99,726
shares
|
$10 Million
5.06% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
99,398
shares
|
$10 Million
0.5% of portfolio
|
Q4 2024
Added 527.0%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
98,585
shares
|
$9.92 Million
4.03% of portfolio
|
Q4 2024
Added 688.18%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
98,130
shares
|
$9.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
96,213
shares
|
$9.69 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
95,356
shares
|
$9.6 Million
4.91% of portfolio
|
Q4 2024
Reduced 21.27%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
95,127
shares
|
$9.58 Million
0.48% of portfolio
|
Q4 2024
Added 20.36%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
94,560
shares
|
$9.52 Million
0.49% of portfolio
|
Q4 2024
Reduced 12.27%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
93,624
shares
|
$9.43 Million
0.15% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
91,666
shares
|
$9.23 Million
4.44% of portfolio
|
Q4 2024
Added 120.8%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
91,626
shares
|
$9.22 Million
2.32% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
91,462
shares
|
$9.21 Million
0.36% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
90,403
shares
|
$9.1 Million
0.27% of portfolio
|
Q4 2024
Added 215.01%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
89,268
shares
|
$8.99 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
89,122
shares
|
$8.97 Million
0.97% of portfolio
|
Q1 2025
Added 104.5%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
88,865
shares
|
$8.95 Million
4.28% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
88,118
shares
|
$8.87 Million
1.34% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
87,797
shares
|
$8.84 Million
7.57% of portfolio
|
Q4 2024
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
87,552
shares
|
$8.81 Million
2.55% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
87,435
shares
|
$8.8 Million
1.15% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
86,416
shares
|
$8.7 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
85,606
shares
|
$8.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
84,902
shares
|
$8.55 Million
0.77% of portfolio
|
Q4 2024
Added 57.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
83,407
shares
|
$8.4 Million
0.02% of portfolio
|
Q4 2024
Added 38.63%
|