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 793 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
5,227,143
shares
|
$526 Million
0.04% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
4,236,194
shares
|
$426 Million
0.18% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,235,346
shares
|
$325 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.63%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
3,047,636
shares
|
$307 Million
0.65% of portfolio
|
Q4 2024
Reduced 98.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,138,579
shares
|
$215 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,834
shares
|
$191 Million
0.12% of portfolio
|
Q3 2024
Added 61.2%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Jan 31, 2025 Q4 2024 |
1,751,363
shares
|
$176 Million
5.25% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,696,203
shares
|
$171 Million
5.6% of portfolio
|
Q4 2024
Added 146.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,614,951
shares
|
$162 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
1,609,202
shares
|
$162 Million
8.22% of portfolio
|
Q4 2024
Added 36.24%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,422,922
shares
|
$143 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
1,422,081
shares
|
$143 Million
2.06% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
1,336,886
shares
|
$134 Million
7.51% of portfolio
|
Q4 2024
Added 40.16%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,250,807
shares
|
$126 Million
0.11% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,206,424
shares
|
$121 Million
4.37% of portfolio
|
Q4 2024
Added 1715.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,200,856
shares
|
$121 Million
0.4% of portfolio
|
Q4 2024
Added 40.1%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,192,384
shares
|
$120 Million
5.64% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Elm Partners Management LLC
|
Feb 13, 2025 Q4 2024 |
1,164,975
shares
|
$117 Million
7.96% of portfolio
|
Q4 2024
Added 237.35%
|
|
|
Awm Capital, LLC
|
Feb 05, 2025 Q4 2024 |
1,136,590
shares
|
$114 Million
19.1% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,113,167
shares
|
$112 Million
0.25% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,112,367
shares
|
$112 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,028,484
shares
|
$103 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,026,638
shares
|
$103 Million
0.02% of portfolio
|
Q4 2024
Added 9.63%
|