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 |
|---|---|---|---|---|---|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
2,512
shares
|
$252,481
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,489
shares
|
$250,169
0.03% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
2,488
shares
|
$250,068
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,484
shares
|
$249,666
0.21% of portfolio
|
Q1 2025
Added 67.95%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,469
shares
|
$248,159
0.01% of portfolio
|
Q4 2024
Reduced 39.57%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,450
shares
|
$246,249
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
2,442
shares
|
$245,445
0.05% of portfolio
|
Q4 2024
Added 21.86%
|
|
|
Aimz Investment Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
2,400
shares
|
$241,224
0.08% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
2,393
shares
|
$240,520
0.11% of portfolio
|
Q1 2025
Added 70.93%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,363
shares
|
$237,505
0.01% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,350
shares
|
$236,198
0.03% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
2,333
shares
|
$234,489
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,328
shares
|
$233,987
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
2,325
shares
|
$233,685
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
2,300
shares
|
$231,173
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Buckhead Capital Management LLC
|
Jan 29, 2025 Q4 2024 |
2,293
shares
|
$230,469
0.08% of portfolio
|
Q4 2024
Reduced 48.59%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
2,272
shares
|
$228,358
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,266
shares
|
$227,755
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
2,265
shares
|
$227,655
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,178
shares
|
$218,910
0.09% of portfolio
|
Q4 2024
Reduced 21.51%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
2,175
shares
|
$218,609
0.03% of portfolio
|
Q4 2024
Reduced 9.34%
|
|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
2,164
shares
|
$217,503
0.1% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
2,156
shares
|
$216,699
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,150
shares
|
$216,096
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,135
shares
|
$214,588
0.11% of portfolio
|
Q1 2025
New holding
|