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 |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$417,306
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,142
shares
|
$415,401
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,098
shares
|
$410,988
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,086
shares
|
$409,784
0.01% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
4,000
shares
|
$401,160
0.16% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,958
shares
|
$396,947
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
3,869
shares
|
$388,022
0.15% of portfolio
|
Q3 2024
Reduced 98.03%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Oct 15, 2024 Q3 2024 |
3,851
shares
|
$386,216
0.19% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,827
shares
|
$383,809
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
3,802
shares
|
$381,302
0.03% of portfolio
|
Q3 2024
Added 7354.9%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
3,784
shares
|
$379,497
0.13% of portfolio
|
Q1 2024
Added 0.16%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
3,754
shares
|
$376,488
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
3,752
shares
|
$376,288
0.17% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
3,745
shares
|
$375,586
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,729
shares
|
$373,981
0.02% of portfolio
|
Q2 2024
Added 211.27%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
3,724
shares
|
$373,479
0.01% of portfolio
|
Q3 2024
Reduced 65.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,708
shares
|
$371,875
0.02% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
3,707
shares
|
$371,775
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$370,571
0.0% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$369,568
0.0% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
3,625
shares
|
$363,551
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$361,144
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
3,583
shares
|
$359,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
3,570
shares
|
$358,035
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
3,511
shares
|
$352,118
0.01% of portfolio
|
Q3 2024
Reduced 7.94%
|