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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,642
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Congress Asset Management CO
|
Apr 11, 2025 Q1 2025 |
15,619
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
15,374
shares
|
$1.55 Million
0.5% of portfolio
|
Q1 2025
Reduced 95.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
15,154
shares
|
$1.53 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
15,149
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2025
Reduced 14.85%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,054
shares
|
$1.52 Million
0.35% of portfolio
|
Q3 2024
Added 632.91%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
14,910
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,897
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,788
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
14,474
shares
|
$1.46 Million
0.67% of portfolio
|
Q1 2025
Added 53.93%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Apr 30, 2025 Q1 2025 |
14,417
shares
|
$1.45 Million
1.63% of portfolio
|
Q1 2025
Added 214.51%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
14,376
shares
|
$1.45 Million
0.25% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
14,249
shares
|
$1.43 Million
0.55% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
14,235
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
13,918
shares
|
$1.4 Million
0.14% of portfolio
|
Q1 2025
Added 220.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,651
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
13,650
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,622
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,541
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
Added 261.87%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
13,529
shares
|
$1.36 Million
1.1% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
13,122
shares
|
$1.32 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
13,093
shares
|
$1.32 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,077
shares
|
$1.32 Million
0.15% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
13,047
shares
|
$1.31 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|