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 905 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 |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,716
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
17,683
shares
|
$1.78 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
17,683
shares
|
$1.78 Million
1.49% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,590
shares
|
$1.77 Million
1.57% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
17,587
shares
|
$1.77 Million
0.4% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
17,461
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 906.4%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
17,391
shares
|
$1.75 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,318
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
17,259
shares
|
$1.74 Million
0.78% of portfolio
|
Q1 2025
Reduced 84.33%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
17,063
shares
|
$1.72 Million
0.14% of portfolio
|
Q1 2025
Added 122.75%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
16,986
shares
|
$1.71 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
16,921
shares
|
$1.7 Million
0.74% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
16,797
shares
|
$1.69 Million
1.03% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
16,528
shares
|
$1.66 Million
1.71% of portfolio
|
Q1 2025
Reduced 60.5%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
16,487
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
16,398
shares
|
$1.65 Million
1.86% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
16,290
shares
|
$1.64 Million
0.06% of portfolio
|
Q1 2025
Added 31.86%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
16,074
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 162.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,043
shares
|
$1.61 Million
0.13% of portfolio
|
Q1 2025
Added 177.03%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
15,992
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 67.74%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Apr 28, 2025 Q1 2025 |
15,857
shares
|
$1.6 Million
1.18% of portfolio
|
Q1 2025
Added 34.56%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
15,768
shares
|
$1.59 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Emerald Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
15,735
shares
|
$1.58 Million
0.21% of portfolio
|
Q1 2025
Reduced 32.2%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|