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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
279,237
shares
|
$28.1 Million
4.6% of portfolio
|
Q3 2024
Added 31.74%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
278,101
shares
|
$28 Million
3.23% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
273,947
shares
|
$27.5 Million
0.14% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Bml Capital Management, LLC
Zionsville, IN |
Nov 05, 2024 Q3 2024 |
270,000
shares
|
$27.1 Million
16.0% of portfolio
|
Q3 2023
Added 50.0%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
257,278
shares
|
$25.9 Million
5.28% of portfolio
|
Q3 2024
Added 73.15%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
255,235
shares
|
$25.7 Million
1.66% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
250,275
shares
|
$25.2 Million
10.53% of portfolio
|
Q3 2024
Added 36.48%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
250,270
shares
|
$25.2 Million
0.37% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2024 Q3 2024 |
242,340
shares
|
$24.4 Million
14.19% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
241,344
shares
|
$24.3 Million
2.67% of portfolio
|
Q3 2024
Added 10.98%
|
|
|
Pecaut & Co.
|
Nov 06, 2024 Q3 2024 |
236,042
shares
|
$23.7 Million
8.82% of portfolio
|
Q3 2024
Reduced 25.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
235,571
shares
|
$23.7 Million
0.0% of portfolio
|
Q3 2024
Added 478.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
227,032
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
212,640
shares
|
$21.4 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
212,514
shares
|
$21.4 Million
2.67% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
211,752
shares
|
$21.3 Million
7.85% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
211,456
shares
|
$21.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
204,268
shares
|
$20.5 Million
0.65% of portfolio
|
Q3 2024
Reduced 4.32%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
201,912
shares
|
$20.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
201,260
shares
|
$20.2 Million
1.41% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
199,592
shares
|
$20.1 Million
3.11% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
198,760
shares
|
$20 Million
0.26% of portfolio
|
Q3 2024
Added 11.36%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
197,337
shares
|
$19.8 Million
0.11% of portfolio
|
Q3 2024
Added 231.62%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
197,113
shares
|
$19.8 Million
15.74% of portfolio
|
Q3 2024
Added 7.64%
|