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 798 institutions that hold shares in the stock, with a total of 113 Million shares, which have been reported (via 13F filing form) to have a value of $11.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
391,743
shares
|
$39.4 Million
0.62% of portfolio
|
Q4 2024
Added 13.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
383,691
shares
|
$38.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
358,500
shares
|
$36.1 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
358,420
shares
|
$36.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 7.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
356,199
shares
|
$35.9 Million
1.96% of portfolio
|
Q4 2024
Added 259.41%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
353,423
shares
|
$35.6 Million
1.54% of portfolio
|
Q4 2024
Added 1088.54%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
350,582
shares
|
$35.3 Million
11.96% of portfolio
|
Q4 2024
Added 1978.63%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
347,445
shares
|
$35 Million
4.7% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$35 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
343,753
shares
|
$34.6 Million
0.05% of portfolio
|
Q4 2024
Added 104.66%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
331,056
shares
|
$33.3 Million
9.15% of portfolio
|
Q4 2024
Added 151.33%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
317,452
shares
|
$32 Million
4.04% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
312,875
shares
|
$31.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.93%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
308,388
shares
|
$31 Million
12.53% of portfolio
|
Q4 2024
Added 23.22%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
299,424
shares
|
$30.1 Million
1.92% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
292,738
shares
|
$29.5 Million
0.48% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
285,149
shares
|
$28.7 Million
0.24% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
280,459
shares
|
$28.2 Million
3.14% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
279,882
shares
|
$28.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 61.1%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
278,678
shares
|
$28.1 Million
5.46% of portfolio
|
Q4 2024
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
270,520
shares
|
$27.2 Million
4.51% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
267,962
shares
|
$27 Million
12.21% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Bml Capital Management, LLC
Zionsville, IN |
Feb 06, 2025 Q4 2024 |
260,000
shares
|
$26.2 Million
16.2% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
259,415
shares
|
$26.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 24.02%
|