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 709 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
27,692
shares
|
$2.78 Million
1.68% of portfolio
|
Q3 2024
Added 310.62%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
27,370
shares
|
$2.74 Million
0.98% of portfolio
|
Q3 2024
Added 44.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
26,816
shares
|
$2.69 Million
0.23% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
26,575
shares
|
$2.66 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
26,545
shares
|
$2.66 Million
0.17% of portfolio
|
Q3 2024
Added 209.74%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 24, 2024 Q3 2024 |
26,184
shares
|
$2.62 Million
2.11% of portfolio
|
Q3 2024
Added 39.86%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
25,898
shares
|
$2.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
25,890
shares
|
$2.6 Million
0.92% of portfolio
|
Q3 2024
Added 195.55%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,819
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
25,524
shares
|
$2.56 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
25,324
shares
|
$2.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
25,279
shares
|
$2.53 Million
1.88% of portfolio
|
Q3 2024
Reduced 72.11%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
25,073
shares
|
$2.51 Million
0.28% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
25,000
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2023
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
24,773
shares
|
$2.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 24.32%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
24,474
shares
|
$2.45 Million
0.35% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
24,312
shares
|
$2.44 Million
0.09% of portfolio
|
Q3 2024
Added 736.33%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Oct 22, 2024 Q3 2024 |
23,708
shares
|
$2.38 Million
0.75% of portfolio
|
Q3 2024
Reduced 10.33%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
22,870
shares
|
$2.29 Million
0.22% of portfolio
|
Q3 2024
Added 139.58%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
22,431
shares
|
$2.25 Million
1.77% of portfolio
|
Q3 2024
Added 28.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
21,903
shares
|
$2.2 Million
0.08% of portfolio
|
Q3 2024
Reduced 57.42%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
21,243
shares
|
$2.13 Million
1.45% of portfolio
|
Q3 2024
Added 31.05%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
21,242
shares
|
$2.13 Million
0.54% of portfolio
|
Q3 2024
Reduced 13.74%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
21,110
shares
|
$2.12 Million
0.02% of portfolio
|
Q4 2023
New holding
|