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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.67 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Silver Lake Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
16,689
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
16,663
shares
|
$1.67 Million
1.56% of portfolio
|
Q3 2024
Reduced 22.27%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
15,853
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
15,817
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
15,799
shares
|
$1.58 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
15,600
shares
|
$1.56 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
15,476
shares
|
$1.55 Million
0.12% of portfolio
|
Q3 2024
Added 8.96%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
15,363
shares
|
$1.54 Million
0.85% of portfolio
|
Q3 2024
Reduced 74.02%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
15,224
shares
|
$1.53 Million
0.48% of portfolio
|
Q3 2024
Reduced 13.87%
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
15,200
shares
|
$1.52 Million
1.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,054
shares
|
$1.51 Million
0.35% of portfolio
|
Q3 2024
Added 632.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
14,997
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,981
shares
|
$1.5 Million
0.82% of portfolio
|
Q3 2024
New holding
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
14,939
shares
|
$1.5 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Oct 31, 2024 Q3 2024 |
14,809
shares
|
$1.48 Million
0.32% of portfolio
|
Q3 2024
Reduced 17.84%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,788
shares
|
$1.48 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
14,632
shares
|
$1.47 Million
0.89% of portfolio
|
Q3 2024
Reduced 32.55%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
14,570
shares
|
$1.46 Million
0.83% of portfolio
|
Q3 2024
Added 220.78%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
14,350
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Added 12.66%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
14,319
shares
|
$1.44 Million
0.15% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
14,288
shares
|
$1.43 Million
0.58% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
14,229
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
14,121
shares
|
$1.42 Million
0.2% of portfolio
|
Q3 2024
Added 29.43%
|