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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
2,004
shares
|
$201,422
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
2,000
shares
|
$201,020
0.1% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$201,020
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northland Capital Management LLC
|
Oct 22, 2024 Q3 2024 |
2,000
shares
|
$201,020
0.14% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
2,000
shares
|
$201,020
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,994
shares
|
$200,416
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
1,990
shares
|
$200,014
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,883
shares
|
$189,260
0.01% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,870
shares
|
$187,953
0.15% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
1,866
shares
|
$187,551
0.02% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,592
shares
|
$160,011
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,559
shares
|
$156,695
0.03% of portfolio
|
Q1 2024
Reduced 94.98%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,550
shares
|
$155,790
0.01% of portfolio
|
Q3 2024
Reduced 82.39%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,550
shares
|
$155,790
0.01% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,540
shares
|
$154,785
0.02% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,505
shares
|
$151,267
0.01% of portfolio
|
Q3 2024
Reduced 68.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,503
shares
|
$151,066
0.0% of portfolio
|
Q3 2024
Reduced 56.3%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Oct 17, 2024 Q3 2024 |
1,472
shares
|
$147,950
0.01% of portfolio
|
Q3 2024
Added 2236.51%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
1,400
shares
|
$140,714
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,383
shares
|
$139,005
0.01% of portfolio
|
Q3 2024
Reduced 95.28%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,334
shares
|
$134,080
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,286
shares
|
$129,255
0.0% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,162
shares
|
$116,792
0.0% of portfolio
|
Q3 2024
Reduced 28.8%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,146
shares
|
$115,184
0.0% of portfolio
|
Q3 2024
Added 165.28%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
1,095
shares
|
$110,058
0.0% of portfolio
|
Q3 2024
Reduced 41.79%
|