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 |
|---|---|---|---|---|---|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
151,913
shares
|
$15.3 Million
11.35% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Feb 05, 2025 Q4 2024 |
148,158
shares
|
$14.9 Million
6.98% of portfolio
|
Q4 2024
Added 1952.05%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
147,422
shares
|
$14.8 Million
10.51% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
144,008
shares
|
$14.5 Million
13.97% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
143,563
shares
|
$14.5 Million
3.13% of portfolio
|
Q4 2024
Added 23.72%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
143,397
shares
|
$14.4 Million
1.27% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
143,086
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
142,774
shares
|
$14.4 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
142,609
shares
|
$14.4 Million
2.89% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
142,427
shares
|
$14.3 Million
8.33% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
141,911
shares
|
$14.3 Million
3.08% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
139,871
shares
|
$14.1 Million
0.26% of portfolio
|
Q4 2024
Added 2197.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
138,164
shares
|
$13.9 Million
0.75% of portfolio
|
Q4 2024
Added 53.61%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
137,879
shares
|
$13.9 Million
4.1% of portfolio
|
Q4 2024
Added 185.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
137,527
shares
|
$13.8 Million
0.55% of portfolio
|
Q4 2024
Added 34.47%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
136,230
shares
|
$13.7 Million
2.27% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Feb 14, 2025 Q4 2024 |
136,177
shares
|
$13.7 Million
3.67% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
135,765
shares
|
$13.7 Million
11.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
132,734
shares
|
$13.4 Million
3.11% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jan 15, 2025 Q4 2024 |
131,840
shares
|
$13.3 Million
9.65% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 29, 2025 Q4 2024 |
131,803
shares
|
$13.3 Million
11.62% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
129,877
shares
|
$13.1 Million
0.65% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
128,811
shares
|
$13 Million
1.82% of portfolio
|
Q4 2024
Added 1724.52%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
127,581
shares
|
$12.8 Million
1.7% of portfolio
|
Q4 2024
Reduced 10.82%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
125,395
shares
|
$12.6 Million
5.19% of portfolio
|
Q4 2024
Reduced 8.54%
|