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 115 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
38,754
shares
|
$3.9 Million
0.58% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
38,140
shares
|
$3.84 Million
1.58% of portfolio
|
Q4 2024
Added 144.49%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
38,106
shares
|
$3.84 Million
0.51% of portfolio
|
Q4 2024
Reduced 25.65%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
37,690
shares
|
$3.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 51.53%
|
|
|
Baring Financial LLC
Bellingham, WA |
Apr 04, 2025 Q1 2025 |
37,602
shares
|
$3.79 Million
3.18% of portfolio
|
Q1 2025
Added 54.75%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
37,340
shares
|
$3.76 Million
0.43% of portfolio
|
Q4 2024
Added 194.78%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
36,932
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
Added 215.39%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
36,825
shares
|
$3.71 Million
1.34% of portfolio
|
Q4 2024
Added 42.24%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
36,430
shares
|
$3.67 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Greenspring Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
36,411
shares
|
$3.67 Million
0.82% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
36,249
shares
|
$3.65 Million
0.03% of portfolio
|
Q4 2024
Added 7.23%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Feb 04, 2025 Q4 2024 |
35,999
shares
|
$3.62 Million
3.42% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
35,967
shares
|
$3.62 Million
0.43% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
35,925
shares
|
$3.62 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
34,961
shares
|
$3.52 Million
1.62% of portfolio
|
Q4 2024
Reduced 9.36%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
34,209
shares
|
$3.44 Million
0.23% of portfolio
|
Q4 2024
Added 11496.27%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
33,985
shares
|
$3.42 Million
0.13% of portfolio
|
Q4 2024
Added 39.79%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.36 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Scratch Capital LLC
Boise, ID |
Feb 06, 2025 Q4 2024 |
32,963
shares
|
$3.32 Million
4.04% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
32,771
shares
|
$3.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 44.35%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
32,303
shares
|
$3.25 Million
3.38% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Jan 17, 2025 Q4 2024 |
31,998
shares
|
$3.22 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Jan 17, 2025 Q4 2024 |
31,998
shares
|
$3.22 Million
0.95% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
31,335
shares
|
$3.15 Million
2.56% of portfolio
|
Q4 2024
New holding
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
30,690
shares
|
$3.09 Million
0.56% of portfolio
|
Q4 2024
Added 315.46%
|