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 |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
7,744
shares
|
$779,356
0.37% of portfolio
|
Q1 2025
Reduced 73.68%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
7,722
shares
|
$777,142
0.48% of portfolio
|
Q1 2025
Added 108.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
7,717
shares
|
$776,638
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,716
shares
|
$776,538
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,698
shares
|
$774,726
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
7,564
shares
|
$761,240
0.01% of portfolio
|
Q1 2025
Reduced 48.27%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$760,033
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,542
shares
|
$759,026
0.01% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,464
shares
|
$751,176
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,444
shares
|
$749,164
0.07% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
7,421
shares
|
$746,849
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
7,398
shares
|
$744,534
0.43% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Apr 21, 2025 Q1 2025 |
7,318
shares
|
$736,483
0.8% of portfolio
|
Q1 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,287
shares
|
$733,363
0.18% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
7,237
shares
|
$728,331
0.52% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
7,221
shares
|
$726,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
7,188
shares
|
$723,400
0.07% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$720,783
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
6,978
shares
|
$702,265
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,945
shares
|
$698,944
0.03% of portfolio
|
Q1 2025
Added 35.94%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
6,888
shares
|
$693,208
0.3% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$690,591
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
6,851
shares
|
$689,484
0.5% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,850
shares
|
$689,384
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
6,797
shares
|
$684,050
0.05% of portfolio
|
Q1 2025
Added 78.77%
|