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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,179
shares
|
$920,286
0.02% of portfolio
|
Q3 2024
Added 1078.31%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 14, 2024 Q3 2024 |
9,142
shares
|
$916,576
0.59% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
9,057
shares
|
$908,054
0.13% of portfolio
|
Q3 2024
Added 78.53%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
8,944
shares
|
$896,725
0.03% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
8,897
shares
|
$892,013
0.01% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Emerald Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
8,682
shares
|
$870,457
0.13% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
8,654
shares
|
$867,650
0.02% of portfolio
|
Q3 2024
Added 74.65%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,485
shares
|
$850,706
0.01% of portfolio
|
Q2 2024
Added 43.89%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
8,438
shares
|
$845,993
0.08% of portfolio
|
Q3 2024
Reduced 98.42%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
8,437
shares
|
$845,893
0.15% of portfolio
|
Q3 2024
Reduced 24.57%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
8,189
shares
|
$821,029
1.28% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
8,123
shares
|
$814,411
0.03% of portfolio
|
Q3 2024
Reduced 62.33%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$814,311
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
8,048
shares
|
$806,892
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
8,036
shares
|
$805,689
0.05% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$804,486
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
8,004
shares
|
$802,481
0.03% of portfolio
|
Q3 2024
Reduced 33.88%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
7,970
shares
|
$799,072
0.03% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2024 Q3 2024 |
7,902
shares
|
$792,254
0.0% of portfolio
|
Q2 2024
Added 157940.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
7,835
shares
|
$785,537
0.08% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
7,605
shares
|
$762,477
0.05% of portfolio
|
Q3 2024
Reduced 6.55%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
7,591
shares
|
$761,073
0.26% of portfolio
|
Q4 2023
Added 10789.63%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
7,587
shares
|
$760,672
0.04% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
7,525
shares
|
$754,456
0.07% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
7,467
shares
|
$748,641
0.13% of portfolio
|
Q3 2024
New holding
|