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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
30,080
shares
|
$3.03 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
29,640
shares
|
$2.98 Million
0.58% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
29,419
shares
|
$2.96 Million
1.34% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Feb 07, 2025 Q4 2024 |
29,252
shares
|
$2.94 Million
1.9% of portfolio
|
Q4 2024
Added 983.41%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
28,855
shares
|
$2.9 Million
2.05% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
28,595
shares
|
$2.88 Million
0.04% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Advisory Research Inc
Chicago, IL |
Feb 13, 2025 Q4 2024 |
28,346
shares
|
$2.85 Million
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.84 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
27,872
shares
|
$2.81 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
27,791
shares
|
$2.8 Million
0.17% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
27,274
shares
|
$2.75 Million
0.04% of portfolio
|
Q4 2024
Added 10.1%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Feb 18, 2025 Q4 2024 |
27,110
shares
|
$2.73 Million
2.46% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
26,663
shares
|
$2.68 Million
0.17% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,113
shares
|
$2.63 Million
1.89% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
26,046
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
25,875
shares
|
$2.6 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
25,647
shares
|
$2.58 Million
0.29% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
25,449
shares
|
$2.56 Million
1.71% of portfolio
|
Q4 2024
Added 19.8%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
25,149
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 48.52%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
25,014
shares
|
$2.52 Million
2.17% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
25,000
shares
|
$2.52 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
24,937
shares
|
$2.51 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
24,871
shares
|
$2.5 Million
0.26% of portfolio
|
Q4 2024
Reduced 52.17%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
24,755
shares
|
$2.49 Million
0.36% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
24,630
shares
|
$2.48 Million
0.08% of portfolio
|
Q4 2024
Added 1680.91%
|