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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
5,167
shares
|
$518,198
0.06% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
5,166
shares
|
$518,098
0.02% of portfolio
|
Q3 2024
Reduced 11.54%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Nov 05, 2024 Q3 2024 |
5,000
shares
|
$501,450
0.29% of portfolio
|
Q2 2022
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,965
shares
|
$497,939
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$485,604
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,785
shares
|
$479,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
4,783
shares
|
$479,687
0.07% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
New Capital Management LP
|
Oct 07, 2024 Q3 2024 |
4,777
shares
|
$479,085
0.15% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
4,690
shares
|
$470,360
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,632
shares
|
$464,543
0.01% of portfolio
|
Q3 2024
Reduced 73.79%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,630
shares
|
$464,342
0.03% of portfolio
|
Q3 2024
Reduced 79.8%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,617
shares
|
$463,038
0.06% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Shayne & Co., LLC
|
Oct 23, 2024 Q3 2024 |
4,600
shares
|
$461,334
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$459,929
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Acuitas Investments, LLC
|
Nov 06, 2024 Q3 2024 |
4,584
shares
|
$459,729
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
4,540
shares
|
$455,316
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
4,472
shares
|
$448,496
0.04% of portfolio
|
Q3 2024
Reduced 26.24%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
4,460
shares
|
$447,293
0.15% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$444,485
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,353
shares
|
$436,562
0.08% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
4,299
shares
|
$431,146
0.09% of portfolio
|
Q3 2024
Added 24.36%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,280
shares
|
$429,241
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,277
shares
|
$428,940
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,235
shares
|
$424,728
0.12% of portfolio
|
Q3 2024
Added 118.86%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,174
shares
|
$418,610
0.02% of portfolio
|
Q3 2024
Added 0.92%
|