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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
6,197
shares
|
$621,497
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
6,113
shares
|
$613,072
0.0% of portfolio
|
Q2 2024
Reduced 96.47%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
6,109
shares
|
$612,671
0.04% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,087
shares
|
$610,465
0.01% of portfolio
|
Q3 2024
Added 6.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
6,052
shares
|
$606,955
0.02% of portfolio
|
Q2 2024
Added 10.8%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
6,028
shares
|
$604,548
0.37% of portfolio
|
Q3 2024
Added 176.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,003
shares
|
$602,040
0.0% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
5,961
shares
|
$597,828
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
5,948
shares
|
$596,524
0.02% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
5,936
shares
|
$595,321
0.14% of portfolio
|
Q3 2024
Added 74.54%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
5,923
shares
|
$594,017
0.05% of portfolio
|
Q3 2024
Reduced 27.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
5,894
shares
|
$591,109
0.03% of portfolio
|
Q3 2024
Added 1286.82%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
5,883
shares
|
$590,006
0.09% of portfolio
|
Q3 2024
Reduced 50.88%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$588,702
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
5,828
shares
|
$584,490
0.12% of portfolio
|
Q3 2024
Added 159.48%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
5,763
shares
|
$577,971
0.31% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 07, 2024 Q3 2024 |
5,757
shares
|
$577,369
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
5,500
shares
|
$551,595
0.09% of portfolio
|
Q1 2024
Reduced 8.33%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,496
shares
|
$551,193
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Treasure Coast Financial Planning
|
Nov 12, 2024 Q3 2024 |
5,492
shares
|
$550,792
0.34% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,479
shares
|
$549,488
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
5,463
shares
|
$547,884
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,392
shares
|
$540,763
0.36% of portfolio
|
Q3 2024
Reduced 64.41%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
5,275
shares
|
$529,029
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
5,219
shares
|
$523,413
0.22% of portfolio
|
Q1 2024
Reduced 72.86%
|