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 795 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,961
shares
|
$1.4 Million
0.03% of portfolio
|
Q4 2024
Added 274.89%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
13,761
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Added 3.19%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
13,760
shares
|
$1.38 Million
0.29% of portfolio
|
Q4 2024
Added 95.48%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
13,713
shares
|
$1.38 Million
0.21% of portfolio
|
Q4 2024
Added 51.41%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
13,667
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
13,650
shares
|
$1.37 Million
0.29% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,622
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
13,380
shares
|
$1.34 Million
0.38% of portfolio
|
Q4 2024
Added 15.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,300
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Added 44.52%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
13,284
shares
|
$1.33 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
12,862
shares
|
$1.29 Million
0.1% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
12,729
shares
|
$1.28 Million
0.05% of portfolio
|
Q4 2024
Added 72.62%
|
|
|
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%
|
|
|
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
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
12,272
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2024
Reduced 20.7%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
11,982
shares
|
$1.2 Million
0.08% of portfolio
|
Q4 2024
Added 287.89%
|