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 |
|---|---|---|---|---|---|
|
Equity Investment Corp
Atlanta, GA |
Feb 04, 2025 Q4 2024 |
999,237
shares
|
$100 Million
2.49% of portfolio
|
Q4 2024
Reduced 40.02%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
983,026
shares
|
$98.8 Million
41.27% of portfolio
|
Q4 2024
Added 153.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
978,906
shares
|
$98.4 Million
0.21% of portfolio
|
Q4 2024
Added 18.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
956,205
shares
|
$96.1 Million
0.03% of portfolio
|
Q4 2024
Added 5.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
934,249
shares
|
$93.9 Million
0.24% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
929,346
shares
|
$93.4 Million
0.13% of portfolio
|
Q4 2024
Added 4.43%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
922,400
shares
|
$92.7 Million
0.15% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
901,325
shares
|
$90.6 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
897,971
shares
|
$90.3 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
894,265
shares
|
$89.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
876,021
shares
|
$88 Million
1.27% of portfolio
|
Q4 2024
Added 24.7%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
865,803
shares
|
$87 Million
9.95% of portfolio
|
Q4 2024
Added 208.54%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
808,032
shares
|
$81.2 Million
1.71% of portfolio
|
Q1 2025
Added 74.69%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
768,888
shares
|
$77.3 Million
6.15% of portfolio
|
Q4 2024
Added 104.41%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
734,129
shares
|
$73.8 Million
0.0% of portfolio
|
Q2 2024
Added 103.36%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
708,752
shares
|
$71.2 Million
5.27% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
678,522
shares
|
$68.2 Million
7.23% of portfolio
|
Q4 2024
Reduced 32.3%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
672,320
shares
|
$67.6 Million
2.93% of portfolio
|
Q4 2024
Reduced 34.71%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
660,834
shares
|
$66.4 Million
1.67% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Lee Johnson Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
646,116
shares
|
$64.9 Million
35.15% of portfolio
|
Q4 2024
Reduced 18.38%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
645,893
shares
|
$64.9 Million
0.07% of portfolio
|
Q4 2024
Added 16.38%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
642,887
shares
|
$64.6 Million
6.74% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
637,022
shares
|
$64 Million
29.45% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
601,611
shares
|
$60.5 Million
3.79% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
589,334
shares
|
$59.2 Million
59.9% of portfolio
|
Q1 2025
Added 29.49%
|