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 |
|---|---|---|---|---|---|
|
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
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
10,507
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
10,192
shares
|
$1.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,131
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
10,129
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.93%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 14, 2024 Q3 2024 |
10,119
shares
|
$1.02 Million
8.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
10,057
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
10,019
shares
|
$1.01 Million
0.3% of portfolio
|
Q4 2024
Reduced 34.19%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
10,000
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
10,000
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
9,946
shares
|
$999,075
0.15% of portfolio
|
Q4 2024
Reduced 47.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
9,868
shares
|
$991,240
0.05% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
9,825
shares
|
$986,921
0.05% of portfolio
|
Q4 2024
New holding
|