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 |
|---|---|---|---|---|---|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
1,062
shares
|
$106,741
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,049
shares
|
$105,434
0.01% of portfolio
|
Q3 2024
Reduced 33.82%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
763
shares
|
$76,689
0.01% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$75,684
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
750
shares
|
$75,382
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
738
shares
|
$74,176
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Nov 14, 2024 Q3 2024 |
694
shares
|
$69,753
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
661
shares
|
$66,437
0.02% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
658
shares
|
$66,135
0.01% of portfolio
|
Q3 2024
Reduced 38.79%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
603
shares
|
$60,607
0.02% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
562
shares
|
$56,486
0.0% of portfolio
|
Q3 2023
Added 112.08%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
559
shares
|
$56,185
0.01% of portfolio
|
Q2 2024
Added 12.7%
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
532
shares
|
$53,471
0.02% of portfolio
|
Q3 2024
Reduced 41.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
482
shares
|
$48,445
0.01% of portfolio
|
Q3 2024
Reduced 61.96%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
478
shares
|
$48,043
0.03% of portfolio
|
Q3 2024
Reduced 97.88%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
411
shares
|
$41,309
0.0% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$40,103
0.09% of portfolio
|
Q3 2024
Reduced 93.81%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
392
shares
|
$39,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
369
shares
|
$37,088
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
364
shares
|
$36,585
0.02% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
326
shares
|
$32,766
0.0% of portfolio
|
Q3 2024
Reduced 36.33%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
311
shares
|
$31,258
0.0% of portfolio
|
Q3 2024
Added 98.09%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
305
shares
|
$30,655
0.0% of portfolio
|
Q2 2024
Reduced 74.13%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
298
shares
|
$29,951
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
297
shares
|
$29,851
0.02% of portfolio
|
Q1 2023
Added 96.69%
|