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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,630
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2024
Added 1680.91%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
24,505
shares
|
$2.46 Million
1.18% of portfolio
|
Q4 2024
Added 713.31%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
24,257
shares
|
$2.44 Million
0.22% of portfolio
|
Q1 2025
Added 22.68%
|
|
|
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 |
Jan 27, 2025 Q4 2024 |
24,040
shares
|
$2.42 Million
0.74% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
23,896
shares
|
$2.4 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
23,792
shares
|
$2.39 Million
0.11% of portfolio
|
Q4 2024
Added 20.88%
|
|
|
Sprott Inc.
Toronto, A6 |
Feb 04, 2025 Q4 2024 |
23,715
shares
|
$2.38 Million
0.17% of portfolio
|
Q4 2024
Added 795.58%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
23,561
shares
|
$2.37 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
23,208
shares
|
$2.33 Million
0.32% of portfolio
|
Q4 2024
Added 167.31%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
22,670
shares
|
$2.28 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
22,557
shares
|
$2.27 Million
1.18% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
22,352
shares
|
$2.25 Million
0.63% of portfolio
|
Q4 2024
Added 283.53%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
21,649
shares
|
$2.18 Million
0.14% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,468
shares
|
$2.16 Million
0.42% of portfolio
|
Q4 2024
Reduced 69.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
21,465
shares
|
$2.16 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,225
shares
|
$2.13 Million
0.38% of portfolio
|
Q4 2024
Added 128.96%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
21,008
shares
|
$2.11 Million
0.61% of portfolio
|
Q1 2025
Added 57.01%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
20,986
shares
|
$2.11 Million
0.49% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
20,924
shares
|
$2.1 Million
0.11% of portfolio
|
Q1 2025
Added 176.85%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
20,762
shares
|
$2.09 Million
0.89% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
20,750
shares
|
$2.09 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Walker Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
20,690
shares
|
$2.08 Million
1.37% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,486
shares
|
$2.06 Million
1.78% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
20,166
shares
|
$2.03 Million
0.47% of portfolio
|
Q4 2024
Added 20.83%
|