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 800 institutions that hold shares in the stock, with a total of 114 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
Feb 14, 2025 Q4 2024 |
581,100
shares
|
$58.5 Million
18.5% of portfolio
|
Q2 2024
Added 2215.14%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Feb 07, 2025 Q4 2024 |
576,860
shares
|
$58.1 Million
15.91% of portfolio
|
Q4 2024
Added 58.7%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
566,900
shares
|
$57.1 Million
1.71% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
551,490
shares
|
$55.5 Million
6.46% of portfolio
|
Q4 2024
Added 128.51%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
539,392
shares
|
$54.3 Million
1.9% of portfolio
|
Q2 2023
New holding
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
527,619
shares
|
$53.1 Million
42.05% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
524,153
shares
|
$52.8 Million
5.76% of portfolio
|
Q4 2024
Added 166.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
514,828
shares
|
$51.8 Million
0.01% of portfolio
|
Q4 2024
Added 126.76%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
498,645
shares
|
$50.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 27.34%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Feb 10, 2025 Q4 2024 |
489,150
shares
|
$49.2 Million
9.46% of portfolio
|
Q4 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
486,739
shares
|
$49 Million
0.04% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
482,536
shares
|
$48.6 Million
13.59% of portfolio
|
Q4 2024
Added 38.28%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
479,680
shares
|
$48.3 Million
0.42% of portfolio
|
Q4 2024
Added 28.89%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
476,122
shares
|
$47.9 Million
1.79% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
462,544
shares
|
$46.6 Million
0.98% of portfolio
|
Q4 2024
Added 173.35%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Mar 06, 2025 Q4 2024 |
455,122
shares
|
$45.8 Million
43.96% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
451,748
shares
|
$45.5 Million
0.16% of portfolio
|
Q4 2024
Added 40.14%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
446,251
shares
|
$44.9 Million
6.46% of portfolio
|
Q4 2024
Added 123.58%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
445,103
shares
|
$44.8 Million
0.04% of portfolio
|
Q4 2024
Added 21.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
435,615
shares
|
$43.9 Million
2.16% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
418,635
shares
|
$42.1 Million
4.4% of portfolio
|
Q4 2024
Added 35.6%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jan 28, 2025 Q4 2024 |
407,479
shares
|
$41 Million
27.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
400,289
shares
|
$40.3 Million
13.53% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
394,061
shares
|
$39.7 Million
0.66% of portfolio
|
Q4 2024
Added 101.7%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Feb 12, 2025 Q4 2024 |
393,058
shares
|
$39.6 Million
10.71% of portfolio
|
Q4 2024
Added 6.58%
|