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 |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,856
shares
|
$186,695
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,838
shares
|
$184,884
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,812
shares
|
$182,269
0.02% of portfolio
|
Q1 2025
Added 508.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,730
shares
|
$174,020
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,646
shares
|
$165,571
0.01% of portfolio
|
Q1 2025
Added 41050.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,600
shares
|
$160,944
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,555
shares
|
$156,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
1,500
shares
|
$150,885
0.05% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
1,488
shares
|
$149,677
0.02% of portfolio
|
Q1 2025
Reduced 25.04%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
1,472
shares
|
$148,068
0.01% of portfolio
|
Q3 2024
Added 2236.51%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
1,400
shares
|
$140,826
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,334
shares
|
$134,187
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,240
shares
|
$124,731
0.01% of portfolio
|
Q1 2025
Reduced 94.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,238
shares
|
$124,530
0.01% of portfolio
|
Q1 2025
Added 62.25%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,211
shares
|
$121,814
0.0% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,092
shares
|
$109,844
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,005
shares
|
$101,092
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,000
shares
|
$100,590
0.04% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
962
shares
|
$96,767
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
898
shares
|
$90,329
0.02% of portfolio
|
Q1 2025
Added 98.23%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
870
shares
|
$87,513
0.0% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
843
shares
|
$84,797
0.04% of portfolio
|
Q4 2024
Reduced 66.29%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
799
shares
|
$80,371
0.02% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$75,744
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
750
shares
|
$75,442
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|