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 |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
12,741
shares
|
$1.28 Million
0.77% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,601
shares
|
$1.27 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
12,555
shares
|
$1.26 Million
1.33% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
12,302
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 22.7%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
12,209
shares
|
$1.23 Million
0.18% of portfolio
|
Q1 2025
Reduced 10.97%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,126
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
12,087
shares
|
$1.22 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
12,037
shares
|
$1.21 Million
0.92% of portfolio
|
Q1 2025
Added 214.45%
|
|
|
Ervin Investment Management, LLC
|
Apr 09, 2025 Q1 2025 |
11,981
shares
|
$1.21 Million
0.87% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
11,905
shares
|
$1.2 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
11,843
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
11,821
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Added 39.01%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
11,792
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
11,628
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 23.56%
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
11,595
shares
|
$1.17 Million
0.44% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
11,439
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 37.63%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
11,312
shares
|
$1.14 Million
0.57% of portfolio
|
Q1 2025
Added 373.31%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
11,298
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Added 108.57%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
11,265
shares
|
$1.13 Million
12.25% of portfolio
|
Q1 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
11,179
shares
|
$1.13 Million
0.63% of portfolio
|
Q1 2025
Added 143.5%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
11,089
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
11,015
shares
|
$1.11 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,955
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 293.5%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
10,900
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
New holding
|