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 806 institutions that hold shares in the stock, with a total of 116 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,126
shares
|
$314,194
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,067
shares
|
$308,264
0.01% of portfolio
|
Q4 2024
Added 18.46%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
3,061
shares
|
$307,661
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
3,036
shares
|
$305,148
0.24% of portfolio
|
Q4 2024
Added 30.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
3,029
shares
|
$304,444
0.04% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
3,015
shares
|
$303,037
0.01% of portfolio
|
Q4 2024
Reduced 12.66%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,933
shares
|
$294,795
0.02% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jan 30, 2025 Q4 2024 |
2,884
shares
|
$289,870
0.11% of portfolio
|
Q4 2024
Added 1.62%
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Feb 10, 2025 Q4 2024 |
2,853
shares
|
$286,755
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jan 24, 2025 Q4 2024 |
2,832
shares
|
$284,644
0.08% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
2,792
shares
|
$280,623
0.08% of portfolio
|
Q1 2025
Added 19.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,784
shares
|
$279,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,777
shares
|
$279,116
0.01% of portfolio
|
Q4 2024
Reduced 32.24%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,743
shares
|
$275,698
0.0% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
2,709
shares
|
$272,281
0.06% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,700
shares
|
$271,377
0.04% of portfolio
|
Q4 2024
Reduced 93.01%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
2,699
shares
|
$271,276
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
2,668
shares
|
$268,160
0.19% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
2,662
shares
|
$267,557
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,642
shares
|
$265,547
0.0% of portfolio
|
Q4 2024
Added 26.84%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,639
shares
|
$265,245
0.02% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,628
shares
|
$264,140
0.03% of portfolio
|
Q4 2024
Reduced 31.33%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
2,624
shares
|
$263,738
0.19% of portfolio
|
Q3 2024
Added 31.2%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,579
shares
|
$259,215
0.0% of portfolio
|
Q4 2024
Added 18.96%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
2,515
shares
|
$252,782
21.59% of portfolio
|
Q4 2024
New holding
|