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 |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
295
shares
|
$29,650
0.0% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
241
shares
|
$24,222
0.04% of portfolio
|
Q3 2024
Reduced 84.66%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
237
shares
|
$23,820
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
174
shares
|
$17,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
172
shares
|
$17,287
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
141
shares
|
$14,171
0.0% of portfolio
|
Q3 2024
Added 60.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
125
shares
|
$12,563
0.0% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
118
shares
|
$11,860
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
113
shares
|
$11,357
0.0% of portfolio
|
Q1 2024
Reduced 13.74%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
110
shares
|
$11,056
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$10,051
0.01% of portfolio
|
Q3 2024
Added 900.0%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
98
shares
|
$9,849
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$8,442
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
83
shares
|
$8,342
0.01% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
69
shares
|
$6,935
0.0% of portfolio
|
Q3 2024
Added 86.49%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
60
shares
|
$6,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
59
shares
|
$5,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
54
shares
|
$5,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
54
shares
|
$5,427
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
44
shares
|
$4,422
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
32
shares
|
$3,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
25
shares
|
$2,512
0.0% of portfolio
|
Q1 2024
Reduced 13.79%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2024 Q3 2024 |
24
shares
|
$2,412
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
21
shares
|
$2,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
13
shares
|
$1,306
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|