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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
153,329
shares
|
$15.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
151,532
shares
|
$15.2 Million
1.44% of portfolio
|
Q3 2024
Added 23.32%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
151,343
shares
|
$15.2 Million
10.94% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
151,292
shares
|
$15.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.43%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
150,375
shares
|
$15.1 Million
3.42% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
148,683
shares
|
$14.9 Million
0.76% of portfolio
|
Q3 2024
Added 517.45%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
147,422
shares
|
$14.8 Million
10.51% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
146,153
shares
|
$14.7 Million
0.72% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
145,153
shares
|
$14.6 Million
1.56% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
143,055
shares
|
$14.4 Million
1.67% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
140,460
shares
|
$14.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 22.25%
|
|
|
Eagle Ridge Investment Management
|
Oct 23, 2024 Q3 2024 |
139,818
shares
|
$14.1 Million
1.24% of portfolio
|
Q3 2024
Added 5.21%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
137,107
shares
|
$13.8 Million
5.61% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
135,620
shares
|
$13.6 Million
2.12% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 14, 2024 Q3 2024 |
135,281
shares
|
$13.6 Million
3.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
134,431
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 17.89%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
132,775
shares
|
$13.3 Million
7.57% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
131,721
shares
|
$13.2 Million
3.74% of portfolio
|
Q3 2024
Reduced 11.39%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
131,361
shares
|
$13.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2024 Q3 2024 |
131,016
shares
|
$13.2 Million
9.55% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
125,881
shares
|
$12.7 Million
6.7% of portfolio
|
Q3 2024
Added 149.4%
|
|
|
Titan Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
125,241
shares
|
$12.6 Million
24.67% of portfolio
|
Q2 2024
Reduced 10.95%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
121,117
shares
|
$12.2 Million
6.07% of portfolio
|
Q3 2024
Reduced 13.21%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
118,861
shares
|
$11.9 Million
1.16% of portfolio
|
Q3 2024
Added 149.49%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
118,487
shares
|
$11.9 Million
2.76% of portfolio
|
Q3 2024
New holding
|