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 |
|---|---|---|---|---|---|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
191,667
shares
|
$19.3 Million
1.27% of portfolio
|
Q4 2024
Added 12265.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
188,192
shares
|
$18.9 Million
0.48% of portfolio
|
Q4 2024
Added 33.98%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
188,119
shares
|
$18.9 Million
0.11% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
186,661
shares
|
$18.8 Million
9.52% of portfolio
|
Q4 2024
Added 48.28%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
185,483
shares
|
$18.7 Million
5.45% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
184,937
shares
|
$18.6 Million
1.16% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
182,233
shares
|
$18.3 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
180,564
shares
|
$18.2 Million
10.88% of portfolio
|
Q4 2024
Reduced 29.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
178,278
shares
|
$17.9 Million
0.06% of portfolio
|
Q4 2024
Added 11.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
176,767
shares
|
$17.8 Million
1.67% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
175,798
shares
|
$17.7 Million
0.64% of portfolio
|
Q4 2024
Added 507.44%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Feb 13, 2025 Q4 2024 |
172,162
shares
|
$17.3 Million
13.78% of portfolio
|
Q4 2024
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
172,114
shares
|
$17.3 Million
5.56% of portfolio
|
Q4 2024
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
166,972
shares
|
$16.8 Million
11.33% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
165,420
shares
|
$16.7 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
164,634
shares
|
$16.6 Million
0.29% of portfolio
|
Q4 2024
Added 774.78%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
157,589
shares
|
$15.9 Million
1.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
156,306
shares
|
$15.7 Million
3.26% of portfolio
|
Q4 2024
Added 52.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
156,016
shares
|
$15.7 Million
0.18% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
155,813
shares
|
$15.7 Million
0.09% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
154,195
shares
|
$15.5 Million
5.24% of portfolio
|
Q4 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
153,763
shares
|
$15.5 Million
9.8% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jan 23, 2025 Q4 2024 |
153,581
shares
|
$15.5 Million
11.37% of portfolio
|
Q4 2024
Added 57.49%
|
|
|
Omnia Family Wealth, LLC
|
Feb 27, 2025 Q4 2024 |
153,040
shares
|
$15.4 Million
6.36% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
152,572
shares
|
$15.4 Million
1.25% of portfolio
|
Q4 2024
New holding
|