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 759 institutions that hold shares in the stock, with a total of 104 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,965
shares
|
$498,535
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
4,954
shares
|
$497,431
0.02% of portfolio
|
Q4 2024
Reduced 16.71%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
4,921
shares
|
$494,117
0.07% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,871
shares
|
$489,097
0.02% of portfolio
|
Q4 2024
Reduced 39.14%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,185
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
4,785
shares
|
$480,461
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
4,778
shares
|
$479,758
0.15% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
4,750
shares
|
$476,947
0.08% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
4,716
shares
|
$473,533
0.19% of portfolio
|
Q4 2024
Reduced 34.68%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,617
shares
|
$463,592
0.06% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$460,480
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Jan 29, 2025 Q4 2024 |
4,584
shares
|
$460,279
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
4,541
shares
|
$455,961
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,457
shares
|
$447,527
0.08% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,017
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 14, 2025 Q4 2024 |
4,407
shares
|
$442,506
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
4,348
shares
|
$436,582
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
4,280
shares
|
$429,754
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,277
shares
|
$429,453
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
4,235
shares
|
$425,236
0.12% of portfolio
|
Q3 2024
Added 118.86%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Jan 31, 2025 Q4 2024 |
4,215
shares
|
$423,228
0.18% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$417,806
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,142
shares
|
$415,898
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Treasure Coast Financial Planning
|
Jan 31, 2025 Q4 2024 |
4,140
shares
|
$415,697
0.27% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Jackson Creek Investment Advisors LLC
|
Feb 06, 2025 Q4 2024 |
4,104
shares
|
$412,082
0.12% of portfolio
|
Q4 2024
Reduced 76.55%
|