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 |
|---|---|---|---|---|---|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,637
shares
|
$366,027
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
3,632
shares
|
$365,524
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
3,608
shares
|
$363,109
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
May 15, 2025 Q1 2025 |
3,589
shares
|
$361,196
0.41% of portfolio
|
Q1 2025
Reduced 55.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,575
shares
|
$359,788
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
3,572
shares
|
$359,486
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Vestment Financial LLC
Chanhassen, MN |
Apr 15, 2025 Q1 2025 |
3,565
shares
|
$358,781
0.26% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,555
shares
|
$357,775
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,553
shares
|
$357,573
0.01% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
3,540
shares
|
$356,265
0.04% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,502
shares
|
$352,441
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
3,456
shares
|
$347,811
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
3,379
shares
|
$340,062
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
3,372
shares
|
$339,358
0.01% of portfolio
|
Q1 2025
Added 129.08%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
3,360
shares
|
$338,150
0.09% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
3,359
shares
|
$338,049
0.29% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
3,328
shares
|
$334,929
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
3,300
shares
|
$332,112
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
3,300
shares
|
$332,112
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
3,280
shares
|
$330,099
0.11% of portfolio
|
Q1 2025
Added 2.66%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
3,264
shares
|
$328,488
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
3,259
shares
|
$327,985
0.09% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Cable Car Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
3,258
shares
|
$327,885
0.37% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
3,249
shares
|
$326,979
0.46% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,222
shares
|
$324,262
0.05% of portfolio
|
Q1 2025
Reduced 13.78%
|