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 709 institutions that hold shares in the stock, with a total of 91.6 Million shares, which have been reported (via 13F filing form) to have a value of $9.18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
118,487
shares
|
$11.9 Million
2.76% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
118,369
shares
|
$11.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
117,552
shares
|
$11.8 Million
6.82% of portfolio
|
Q3 2024
Added 12.92%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
116,308
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 73.47%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
116,040
shares
|
$11.6 Million
2.58% of portfolio
|
Q3 2024
Reduced 19.77%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
115,320
shares
|
$11.6 Million
1.14% of portfolio
|
Q3 2024
Added 2995.01%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
113,023
shares
|
$11.3 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
112,424
shares
|
$11.3 Million
0.67% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
111,326
shares
|
$11.2 Million
0.76% of portfolio
|
Q3 2024
Added 33.58%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
110,177
shares
|
$11 Million
0.72% of portfolio
|
Q3 2024
Added 175.25%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
107,791
shares
|
$10.8 Million
0.59% of portfolio
|
Q3 2024
Reduced 23.91%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
107,610
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 60.78%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,680
shares
|
$10.5 Million
5.91% of portfolio
|
Q1 2023
Reduced 28.79%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
102,811
shares
|
$10.3 Million
3.26% of portfolio
|
Q3 2024
Reduced 13.9%
|
|
|
Cypress Capital, LLC
|
Nov 12, 2024 Q3 2024 |
102,409
shares
|
$10.3 Million
2.66% of portfolio
|
Q4 2023
Reduced 98.86%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
102,341
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.82%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
102,279
shares
|
$10.3 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
102,277
shares
|
$10.3 Million
0.46% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
101,520
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Added 44.95%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
99,846
shares
|
$10 Million
2.51% of portfolio
|
Q3 2024
Added 47.38%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
99,107
shares
|
$9.94 Million
0.57% of portfolio
|
Q3 2024
Added 182.37%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
98,742
shares
|
$9.9 Million
3.53% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 05, 2024 Q3 2024 |
97,516
shares
|
$9.78 Million
8.06% of portfolio
|
Q3 2024
Added 441.15%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
95,711
shares
|
$9.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
94,940
shares
|
$9.52 Million
1.77% of portfolio
|
Q3 2024
Reduced 0.88%
|