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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,193
shares
|
$220,593
0.04% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,183
shares
|
$219,587
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
2,174
shares
|
$218,682
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
2,168
shares
|
$218,079
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
2,164
shares
|
$217,676
0.1% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
2,159
shares
|
$217,173
0.03% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
2,158
shares
|
$217,073
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
2,156
shares
|
$216,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
2,150
shares
|
$216,268
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
2,140
shares
|
$215,262
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,135
shares
|
$214,759
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 14, 2025 Q1 2025 |
2,132
shares
|
$214,457
0.17% of portfolio
|
Q1 2025
Added 304.55%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
2,092
shares
|
$210,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,072
shares
|
$208,422
0.09% of portfolio
|
Q1 2025
Added 57.21%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
2,065
shares
|
$207,718
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
2,060
shares
|
$207,215
0.11% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bond & Devick Financial Network, Inc.
|
Apr 08, 2025 Q1 2025 |
2,057
shares
|
$206,913
0.08% of portfolio
|
Q1 2023
Reduced 49.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,053
shares
|
$206,511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,010
shares
|
$202,185
0.08% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,000
shares
|
$201,180
0.1% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$201,180
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
2,000
shares
|
$201,180
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,998
shares
|
$200,978
0.01% of portfolio
|
Q1 2025
Reduced 44.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
1,997
shares
|
$200,878
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,994
shares
|
$200,576
0.08% of portfolio
|
Q3 2023
New holding
|