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 |
|---|---|---|---|---|---|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
20,165
shares
|
$2.03 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
20,090
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,064
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 191.76%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,879
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 1634.64%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
19,868
shares
|
$2 Million
0.41% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
19,522
shares
|
$1.96 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
19,510
shares
|
$1.96 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
19,433
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
19,323
shares
|
$1.94 Million
1.46% of portfolio
|
Q4 2024
Reduced 48.5%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
19,190
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Added 12.72%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
19,085
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Added 38.4%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19,006
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
18,678
shares
|
$1.88 Million
0.26% of portfolio
|
Q4 2024
Added 32.27%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
18,319
shares
|
$1.84 Million
1.57% of portfolio
|
Q1 2025
Added 67.94%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
18,139
shares
|
$1.82 Million
0.5% of portfolio
|
Q4 2024
Added 811.51%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,125
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
18,112
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
17,862
shares
|
$1.8 Million
0.02% of portfolio
|
Q4 2024
Added 1786100.0%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Apr 10, 2025 Q1 2025 |
17,788
shares
|
$1.79 Million
2.88% of portfolio
|
Q1 2025
Added 60.18%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
17,721
shares
|
$1.78 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
17,593
shares
|
$1.77 Million
0.42% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17,491
shares
|
$1.76 Million
1.12% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,490
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
17,338
shares
|
$1.74 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.34%
|