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 |
|---|---|---|---|---|---|
|
Bml Capital Management, LLC
Zionsville, IN |
Feb 06, 2025 Q4 2024 |
260,000
shares
|
$26.1 Million
16.2% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
259,415
shares
|
$26.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.02%
|
|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
258,986
shares
|
$26 Million
9.39% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
254,924
shares
|
$25.6 Million
0.09% of portfolio
|
Q4 2024
Added 37.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
251,141
shares
|
$25.2 Million
3.89% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
243,452
shares
|
$24.5 Million
14.98% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
236,363
shares
|
$23.8 Million
5.32% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
229,314
shares
|
$23 Million
0.13% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
228,880
shares
|
$23 Million
3.02% of portfolio
|
Q1 2025
Reduced 8.81%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
220,012
shares
|
$22.1 Million
0.2% of portfolio
|
Q4 2024
Added 240.19%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
218,524
shares
|
$22 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
217,715
shares
|
$21.9 Million
3.51% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
215,635
shares
|
$21.7 Million
0.2% of portfolio
|
Q4 2024
Added 82.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
215,234
shares
|
$21.6 Million
2.62% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
211,752
shares
|
$21.3 Million
7.85% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
211,014
shares
|
$21.2 Million
3.07% of portfolio
|
Q1 2025
New holding
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
208,170
shares
|
$20.9 Million
12.91% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Ifs Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
204,698
shares
|
$20.6 Million
16.83% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
202,987
shares
|
$20.4 Million
1.68% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
202,223
shares
|
$20.3 Million
1.63% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
199,235
shares
|
$20 Million
1.9% of portfolio
|
Q1 2025
Added 12.71%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
199,023
shares
|
$20 Million
0.12% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
198,636
shares
|
$20 Million
11.8% of portfolio
|
Q4 2024
Added 617.3%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
197,638
shares
|
$19.9 Million
0.71% of portfolio
|
Q4 2024
Added 8.51%
|