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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,098
shares
|
$411,480
0.01% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
4,020
shares
|
$403,648
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
4,017
shares
|
$403,346
0.02% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
Aug 13, 2024 Q2 2024 |
4,000
shares
|
$401,640
0.16% of portfolio
|
Q2 2024
Added 33.33%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
3,990
shares
|
$400,635
0.15% of portfolio
|
Q4 2024
Added 34.98%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,958
shares
|
$397,422
0.05% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,950
shares
|
$396,619
0.03% of portfolio
|
Q4 2024
Added 46.3%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jan 21, 2025 Q4 2024 |
3,896
shares
|
$391,197
0.18% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,827
shares
|
$384,269
0.04% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
3,802
shares
|
$381,758
0.03% of portfolio
|
Q3 2024
Added 7354.9%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
3,778
shares
|
$379,348
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,768
shares
|
$378,344
0.02% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
3,742
shares
|
$375,734
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
3,739
shares
|
$375,432
0.12% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,737
shares
|
$375,232
0.05% of portfolio
|
Q4 2024
Added 18.3%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,708
shares
|
$372,320
0.02% of portfolio
|
Q3 2024
Reduced 27.41%
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
3,700
shares
|
$371,517
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
3,695
shares
|
$371,014
0.0% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,685
shares
|
$370,010
0.0% of portfolio
|
Q3 2024
Reduced 42.73%
|
|
|
Hedeker Wealth, LLC
|
Jan 27, 2025 Q4 2024 |
3,684
shares
|
$369,910
0.1% of portfolio
|
Q4 2024
Added 64.24%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
3,633
shares
|
$364,789
0.01% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
3,610
shares
|
$362,480
0.11% of portfolio
|
Q4 2024
Reduced 90.41%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$361,576
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
3,576
shares
|
$359,066
0.02% of portfolio
|
Q4 2024
Reduced 39.33%
|
|
|
Capitol Family Office, Inc.
|
Jan 23, 2025 Q4 2024 |
3,520
shares
|
$353,443
0.47% of portfolio
|
Q4 2024
Added 74.26%
|