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 705 institutions that hold shares in the stock, with a total of 90.8 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,098
shares
|
$411,889
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,086
shares
|
$410,683
0.01% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
4,000
shares
|
$402,040
0.16% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,958
shares
|
$397,818
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
3,869
shares
|
$388,873
0.15% of portfolio
|
Q3 2024
Reduced 98.03%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,851
shares
|
$387,064
0.19% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,802
shares
|
$382,139
0.03% of portfolio
|
Q3 2024
Added 7354.9%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,784
shares
|
$380,329
0.13% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
3,754
shares
|
$377,314
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
3,752
shares
|
$377,113
0.17% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
3,745
shares
|
$376,409
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,729
shares
|
$374,801
0.02% of portfolio
|
Q2 2024
Added 211.27%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,724
shares
|
$374,299
0.01% of portfolio
|
Q3 2024
Reduced 65.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,708
shares
|
$372,691
0.02% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,707
shares
|
$372,590
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$371,384
0.0% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$370,379
0.0% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
3,625
shares
|
$364,348
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$361,936
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
3,570
shares
|
$358,820
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,511
shares
|
$352,890
0.01% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Guild Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
3,500
shares
|
$351,785
0.38% of portfolio
|
Q3 2024
Reduced 27.84%
|
|
|
Friedenthal Financial
|
Oct 17, 2024 Q3 2024 |
3,478
shares
|
$349,573
0.23% of portfolio
|
Q3 2024
Reduced 22.35%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$348,267
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
3,452
shares
|
$346,960
0.01% of portfolio
|
Q3 2024
Added 28.04%
|