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 800 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
64,660
shares
|
$6.51 Million
5.93% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
64,500
shares
|
$6.49 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
64,365
shares
|
$6.48 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
64,241
shares
|
$6.47 Million
0.04% of portfolio
|
Q4 2024
Added 5.56%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
64,235
shares
|
$6.47 Million
0.94% of portfolio
|
Q4 2024
Added 24.47%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
63,634
shares
|
$6.41 Million
0.2% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
62,880
shares
|
$6.33 Million
0.21% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
62,605
shares
|
$6.3 Million
0.07% of portfolio
|
Q4 2024
Added 39.52%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
61,809
shares
|
$6.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,468
shares
|
$6.09 Million
1.33% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Jan 17, 2025 Q4 2024 |
60,198
shares
|
$6.06 Million
3.55% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
60,138
shares
|
$6.05 Million
2.73% of portfolio
|
Q4 2024
Added 205.8%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
59,929
shares
|
$6.03 Million
0.12% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
59,134
shares
|
$5.95 Million
0.18% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
58,833
shares
|
$5.92 Million
3.32% of portfolio
|
Q4 2024
Added 303.8%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
58,405
shares
|
$5.88 Million
0.32% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
58,211
shares
|
$5.86 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
57,218
shares
|
$5.76 Million
1.5% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
56,452
shares
|
$5.68 Million
4.46% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
56,438
shares
|
$5.68 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Feb 07, 2025 Q4 2024 |
55,996
shares
|
$5.64 Million
0.09% of portfolio
|
Q4 2024
Added 35.78%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
55,816
shares
|
$5.62 Million
4.83% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
55,676
shares
|
$5.6 Million
0.02% of portfolio
|
Q4 2024
Added 810.78%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
55,601
shares
|
$5.6 Million
1.47% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Arjuna Capital
|
Feb 07, 2025 Q4 2024 |
54,564
shares
|
$5.49 Million
1.51% of portfolio
|
Q4 2024
Reduced 7.63%
|