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 |
|---|---|---|---|---|---|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
12,728
shares
|
$1.28 Million
0.72% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Feb 13, 2025 Q4 2024 |
12,714
shares
|
$1.28 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,670
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Reduced 52.75%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
12,649
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
12,648
shares
|
$1.27 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,601
shares
|
$1.27 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jan 13, 2025 Q4 2024 |
12,516
shares
|
$1.26 Million
1.32% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
12,508
shares
|
$1.26 Million
0.53% of portfolio
|
Q3 2024
Reduced 87.68%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
12,471
shares
|
$1.25 Million
1.34% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
12,354
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
12,310
shares
|
$1.24 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
11,982
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 287.89%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
11,913
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
11,905
shares
|
$1.2 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
11,881
shares
|
$1.19 Million
0.45% of portfolio
|
Q4 2024
Added 14.6%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Feb 07, 2025 Q4 2024 |
11,784
shares
|
$1.18 Million
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
11,752
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|
|
|
Columbia Advisory Partners LLC
|
Jan 13, 2025 Q4 2024 |
11,462
shares
|
$1.15 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
11,437
shares
|
$1.15 Million
0.11% of portfolio
|
Q4 2024
Added 155.75%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
11,345
shares
|
$1.14 Million
0.25% of portfolio
|
Q4 2024
Added 91.12%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jan 14, 2025 Q4 2024 |
11,105
shares
|
$1.12 Million
2.38% of portfolio
|
Q4 2024
Reduced 38.04%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
11,054
shares
|
$1.11 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
Feb 03, 2025 Q4 2024 |
11,034
shares
|
$1.11 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
10,908
shares
|
$1.1 Million
0.98% of portfolio
|
Q4 2024
New holding
|