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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
71,074
shares
|
$7.13 Million
0.53% of portfolio
|
Q3 2024
Added 36.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
70,746
shares
|
$7.09 Million
0.22% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
69,458
shares
|
$6.96 Million
1.38% of portfolio
|
Q3 2024
Added 227.05%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
69,002
shares
|
$6.92 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 13, 2024 Q3 2024 |
67,942
shares
|
$6.81 Million
5.49% of portfolio
|
Q3 2024
Reduced 30.35%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
67,837
shares
|
$6.8 Million
6.01% of portfolio
|
Q3 2024
Reduced 70.03%
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
67,517
shares
|
$6.77 Million
3.96% of portfolio
|
Q3 2024
Reduced 74.68%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
66,469
shares
|
$6.66 Million
0.26% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Econ Financial Services Corp
|
Oct 18, 2024 Q3 2024 |
65,769
shares
|
$6.59 Million
3.76% of portfolio
|
Q3 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
Nov 08, 2024 Q3 2024 |
65,588
shares
|
$6.58 Million
1.14% of portfolio
|
Q3 2024
Added 3041.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
64,674
shares
|
$6.48 Million
0.08% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
64,643
shares
|
$6.48 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
64,602
shares
|
$6.48 Million
0.03% of portfolio
|
Q3 2024
Added 73.06%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
64,492
shares
|
$6.47 Million
1.23% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
64,278
shares
|
$6.44 Million
1.4% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
62,869
shares
|
$6.3 Million
3.67% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
61,458
shares
|
$6.16 Million
0.19% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
60,855
shares
|
$6.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
60,166
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2024
Added 60.34%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
59,950
shares
|
$6.01 Million
1.57% of portfolio
|
Q3 2024
Reduced 24.63%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
59,073
shares
|
$5.92 Million
1.58% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
59,017
shares
|
$5.92 Million
3.72% of portfolio
|
Q3 2024
Added 738.79%
|
|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
58,883
shares
|
$5.9 Million
0.75% of portfolio
|
Q3 2024
Added 71.56%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
58,688
shares
|
$5.88 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
57,515
shares
|
$5.77 Million
1.0% of portfolio
|
Q3 2024
Added 118.23%
|