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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,779
shares
|
$581,598
0.04% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,714
shares
|
$575,056
0.14% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,664
shares
|
$570,024
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
5,653
shares
|
$568,917
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 15, 2025 Q1 2025 |
5,611
shares
|
$564,691
0.02% of portfolio
|
Q1 2025
Reduced 16.42%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,525
shares
|
$556,036
0.24% of portfolio
|
Q1 2025
Added 60.98%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
5,497
shares
|
$553,218
0.0% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
5,362
shares
|
$539,631
0.11% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,352
shares
|
$538,625
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,326
shares
|
$536,008
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
5,200
shares
|
$523,328
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,145
shares
|
$517,792
0.01% of portfolio
|
Q1 2025
Added 99.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,121
shares
|
$515,377
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
5,100
shares
|
$513,264
0.13% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,100
shares
|
$513,264
0.37% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,075
shares
|
$510,748
0.07% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,066
shares
|
$509,842
0.09% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,053
shares
|
$508,533
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,803
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$503,200
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,986
shares
|
$501,791
0.0% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,976
shares
|
$500,784
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
4,973
shares
|
$500,482
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
4,968
shares
|
$499,979
0.22% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
4,965
shares
|
$499,677
0.04% of portfolio
|
Q2 2024
New holding
|