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 |
|---|---|---|---|---|---|
|
Pecaut & Co.
|
Feb 11, 2025 Q4 2024 |
258,986
shares
|
$26.1 Million
9.39% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
254,924
shares
|
$25.7 Million
0.09% of portfolio
|
Q4 2024
Added 37.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
251,141
shares
|
$25.3 Million
3.89% of portfolio
|
Q4 2024
Added 31.56%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
251,005
shares
|
$25.3 Million
2.89% of portfolio
|
Q4 2024
Reduced 9.74%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
249,915
shares
|
$25.2 Million
14.33% of portfolio
|
Q4 2024
Added 270.15%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
236,363
shares
|
$23.8 Million
5.32% of portfolio
|
Q4 2024
Reduced 8.13%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
229,314
shares
|
$23.1 Million
0.13% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
220,012
shares
|
$22.1 Million
0.2% of portfolio
|
Q4 2024
Added 240.19%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
218,524
shares
|
$22 Million
0.32% of portfolio
|
Q4 2024
Reduced 12.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
215,635
shares
|
$21.7 Million
0.2% of portfolio
|
Q4 2024
Added 82.17%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
215,234
shares
|
$21.7 Million
2.62% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
211,752
shares
|
$21.3 Million
7.85% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
208,903
shares
|
$21 Million
4.56% of portfolio
|
Q4 2024
Added 140.09%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
208,478
shares
|
$21 Million
0.61% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
208,170
shares
|
$21 Million
12.91% of portfolio
|
Q4 2024
Reduced 14.1%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
207,205
shares
|
$20.9 Million
3.32% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
202,987
shares
|
$20.4 Million
1.63% of portfolio
|
Q4 2024
Added 9.81%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
202,223
shares
|
$20.4 Million
1.63% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
199,023
shares
|
$20 Million
0.12% of portfolio
|
Q4 2024
Added 11.63%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Feb 14, 2025 Q4 2024 |
198,636
shares
|
$20 Million
11.8% of portfolio
|
Q4 2024
Added 617.3%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
197,638
shares
|
$19.9 Million
0.71% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
196,171
shares
|
$19.7 Million
15.48% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
195,165
shares
|
$19.6 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
192,204
shares
|
$19.3 Million
0.41% of portfolio
|
Q4 2024
Reduced 4.81%
|