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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
49,839
shares
|
$5.01 Million
0.01% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Enhancing Capital LLC
|
Feb 10, 2025 Q4 2024 |
49,836
shares
|
$5.01 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
49,622
shares
|
$4.99 Million
0.76% of portfolio
|
Q4 2024
Reduced 9.9%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
49,463
shares
|
$4.97 Million
4.37% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
48,490
shares
|
$4.87 Million
0.79% of portfolio
|
Q4 2024
Added 18.42%
|
|
|
Friedenthal Financial
|
Jan 13, 2025 Q4 2024 |
47,425
shares
|
$4.77 Million
3.1% of portfolio
|
Q4 2024
Added 1263.57%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
47,026
shares
|
$4.73 Million
0.15% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
46,856
shares
|
$4.71 Million
2.29% of portfolio
|
Q4 2024
Reduced 12.92%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
46,140
shares
|
$4.64 Million
2.65% of portfolio
|
Q4 2024
Added 39.34%
|
|
|
Deane Retirement Strategies, Inc.
|
Apr 14, 2025 Q1 2025 |
46,065
shares
|
$4.63 Million
2.23% of portfolio
|
Q1 2025
Reduced 51.69%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Apr 11, 2025 Q1 2025 |
46,026
shares
|
$4.63 Million
3.94% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
45,814
shares
|
$4.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
45,460
shares
|
$4.57 Million
0.57% of portfolio
|
Q4 2024
Added 56.92%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
45,438
shares
|
$4.57 Million
0.2% of portfolio
|
Q4 2024
Reduced 36.07%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
44,668
shares
|
$4.49 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
43,678
shares
|
$4.39 Million
0.15% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Scratch Capital LLC
Boise, ID |
Apr 16, 2025 Q1 2025 |
42,425
shares
|
$4.26 Million
4.41% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
325 Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
42,184
shares
|
$4.24 Million
1.89% of portfolio
|
Q3 2024
Reduced 78.33%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
42,122
shares
|
$4.23 Million
1.13% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Wisconsin Capital Management LLC
|
Feb 12, 2025 Q4 2024 |
42,032
shares
|
$4.22 Million
2.36% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
41,667
shares
|
$4.19 Million
0.09% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
41,255
shares
|
$4.15 Million
0.61% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
41,126
shares
|
$4.13 Million
0.23% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
40,480
shares
|
$4.07 Million
0.36% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
40,375
shares
|
$4.06 Million
0.26% of portfolio
|
Q4 2024
Added 181.36%
|