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 781 institutions that hold shares in the stock, with a total of 112 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 |
|---|---|---|---|---|---|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
22,670
shares
|
$2.28 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
22,524
shares
|
$2.26 Million
1.67% of portfolio
|
Q4 2024
Reduced 10.9%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
22,352
shares
|
$2.25 Million
0.63% of portfolio
|
Q4 2024
Added 283.53%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,492
shares
|
$2.16 Million
0.15% of portfolio
|
Q4 2024
Added 86.89%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
21,468
shares
|
$2.16 Million
0.42% of portfolio
|
Q4 2024
Reduced 69.09%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
21,465
shares
|
$2.16 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
21,225
shares
|
$2.13 Million
0.38% of portfolio
|
Q4 2024
Added 128.96%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
20,986
shares
|
$2.11 Million
0.49% of portfolio
|
Q4 2024
Added 5.28%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
20,762
shares
|
$2.09 Million
0.89% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
20,750
shares
|
$2.09 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
20,486
shares
|
$2.06 Million
1.78% of portfolio
|
Q4 2024
Added 22.94%
|
|
|
Silver Lake Advisory, LLC
|
Jan 21, 2025 Q4 2024 |
20,166
shares
|
$2.03 Million
0.47% of portfolio
|
Q4 2024
Added 20.83%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
20,165
shares
|
$2.03 Million
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
20,090
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
20,064
shares
|
$2.02 Million
0.02% of portfolio
|
Q4 2024
Added 191.76%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
19,879
shares
|
$2 Million
0.02% of portfolio
|
Q4 2024
Added 1634.64%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Feb 14, 2025 Q4 2024 |
19,868
shares
|
$2 Million
0.41% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
19,773
shares
|
$1.99 Million
0.18% of portfolio
|
Q4 2024
Added 99.83%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Feb 13, 2025 Q4 2024 |
19,522
shares
|
$1.96 Million
1.75% of portfolio
|
Q4 2024
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
19,510
shares
|
$1.96 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
19,433
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
19,323
shares
|
$1.94 Million
1.46% of portfolio
|
Q4 2024
Reduced 48.5%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
19,320
shares
|
$1.94 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
19,085
shares
|
$1.92 Million
0.05% of portfolio
|
Q4 2024
Added 38.4%
|