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 777 institutions that hold shares in the stock, with a total of 108 Million shares, which have been reported (via 13F filing form) to have a value of $10.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,125
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
18,112
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
Reduced 48.57%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
18,071
shares
|
$1.82 Million
0.39% of portfolio
|
Q3 2024
Added 158.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
17,862
shares
|
$1.79 Million
0.02% of portfolio
|
Q4 2024
Added 1786100.0%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
17,791
shares
|
$1.79 Million
0.39% of portfolio
|
Q4 2024
Added 110.84%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
17,721
shares
|
$1.78 Million
1.41% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
17,638
shares
|
$1.77 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Strategies Group, Inc.
|
Jan 24, 2025 Q4 2024 |
17,593
shares
|
$1.77 Million
0.42% of portfolio
|
Q4 2024
Added 18.8%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
17,491
shares
|
$1.76 Million
1.12% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
17,490
shares
|
$1.76 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
17,338
shares
|
$1.74 Million
1.22% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
17,025
shares
|
$1.71 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Feb 11, 2025 Q4 2024 |
16,895
shares
|
$1.7 Million
1.62% of portfolio
|
Q4 2024
New holding
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
16,866
shares
|
$1.69 Million
0.6% of portfolio
|
Q3 2024
Reduced 94.82%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
16,866
shares
|
$1.69 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,827
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
16,815
shares
|
$1.69 Million
0.67% of portfolio
|
Q4 2024
Added 1681400.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
16,808
shares
|
$1.69 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
16,766
shares
|
$1.68 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
16,548
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
Added 36.41%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
16,248
shares
|
$1.63 Million
0.42% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Congress Asset Management CO
|
Jan 30, 2025 Q4 2024 |
16,048
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 54.0%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
16,009
shares
|
$1.61 Million
0.94% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
15,924
shares
|
$1.6 Million
1.17% of portfolio
|
Q4 2024
New holding
|