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 601 institutions that hold shares in the stock, with a total of 79 Million shares, which have been reported (via 13F filing form) to have a value of $7.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,899,524
shares
|
$393 Million
0.03% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,887,917
shares
|
$392 Million
0.04% of portfolio
|
Q1 2024
Reduced 16.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,411,835
shares
|
$243 Million
0.13% of portfolio
|
Q1 2024
Reduced 4.9%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,787,205
shares
|
$180 Million
0.04% of portfolio
|
Q1 2024
Added 139.74%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Equity Investment Corp
Atlanta, GA |
May 06, 2024 Q1 2024 |
1,644,296
shares
|
$166 Million
4.44% of portfolio
|
Q1 2024
Added 27.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
1,452,022
shares
|
$146 Million
0.15% of portfolio
|
Q1 2024
Added 16.85%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
1,291,010
shares
|
$130 Million
0.59% of portfolio
|
Q1 2024
Added 10223.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,241,790
shares
|
$125 Million
0.01% of portfolio
|
Q1 2024
Added 54.68%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,140,196
shares
|
$115 Million
0.04% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,130,248
shares
|
$114 Million
0.03% of portfolio
|
Q1 2024
Reduced 3.51%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
1,120,442
shares
|
$113 Million
0.38% of portfolio
|
Q1 2024
Reduced 6.01%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,094,951
shares
|
$110 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
959,487
shares
|
$96.7 Million
0.03% of portfolio
|
Q1 2024
Reduced 44.08%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 19, 2024 Q1 2024 |
951,894
shares
|
$95.9 Million
49.82% of portfolio
|
Q1 2024
New holding
|
|
|
Elm Partners Management LLC
|
Apr 30, 2024 Q1 2024 |
910,738
shares
|
$91.8 Million
7.26% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
907,373
shares
|
$91.4 Million
3.45% of portfolio
|
Q1 2024
Added 88.4%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
907,300
shares
|
$91.4 Million
1.29% of portfolio
|
Q1 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
885,954
shares
|
$89.3 Million
0.43% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
806,924
shares
|
$81.3 Million
6.91% of portfolio
|
Q1 2024
Reduced 1.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
777,700
shares
|
$78.4 Million
0.12% of portfolio
|
Q4 2023
Added 55.14%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 09, 2024 Q1 2024 |
766,242
shares
|
$77.2 Million
5.43% of portfolio
|
Q1 2024
Reduced 30.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
726,399
shares
|
$73.2 Million
0.17% of portfolio
|
Q1 2024
Reduced 13.98%
|
|
|
Balentine LLC
Atlanta, GA |
May 15, 2024 Q1 2024 |
712,168
shares
|
$71.8 Million
2.14% of portfolio
|
Q1 2024
Added 28.18%
|
|