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 806 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
70,323
shares
|
$7.07 Million
0.81% of portfolio
|
Q4 2024
Added 237.02%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
69,679
shares
|
$7 Million
1.12% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
69,002
shares
|
$6.94 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
68,396
shares
|
$6.87 Million
5.61% of portfolio
|
Q4 2024
Added 19.9%
|
|
|
Ade, LLC
|
Jan 16, 2025 Q4 2024 |
67,691
shares
|
$6.8 Million
4.24% of portfolio
|
Q4 2024
Added 14.7%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
67,052
shares
|
$6.74 Million
0.0% of portfolio
|
Q4 2024
Added 594.91%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
66,710
shares
|
$6.71 Million
2.06% of portfolio
|
Q4 2024
Reduced 13.54%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
64,860
shares
|
$6.52 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
64,660
shares
|
$6.5 Million
5.93% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
64,500
shares
|
$6.48 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
64,365
shares
|
$6.47 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
64,241
shares
|
$6.46 Million
0.04% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
64,235
shares
|
$6.46 Million
0.94% of portfolio
|
Q4 2024
Added 24.47%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
63,634
shares
|
$6.4 Million
0.2% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
62,880
shares
|
$6.32 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
62,605
shares
|
$6.29 Million
0.07% of portfolio
|
Q4 2024
Added 39.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
61,809
shares
|
$6.21 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
61,595
shares
|
$6.19 Million
4.68% of portfolio
|
Q1 2025
Added 22.25%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,468
shares
|
$6.08 Million
1.33% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
60,198
shares
|
$6.05 Million
3.55% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
60,138
shares
|
$6.04 Million
2.73% of portfolio
|
Q4 2024
Added 205.8%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
59,929
shares
|
$6.02 Million
0.12% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
59,134
shares
|
$5.94 Million
0.18% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
58,833
shares
|
$5.91 Million
3.32% of portfolio
|
Q4 2024
Added 303.8%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
58,458
shares
|
$5.88 Million
2.55% of portfolio
|
Q1 2025
Added 21.28%
|