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 |
|---|---|---|---|---|---|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
125,353
shares
|
$12.6 Million
24.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
124,473
shares
|
$12.5 Million
5.79% of portfolio
|
Q4 2024
Reduced 8.9%
|
|
|
Retirement Capital Strategies
|
Feb 07, 2025 Q4 2024 |
119,999
shares
|
$12.1 Million
4.68% of portfolio
|
Q4 2024
Added 3001.55%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
119,349
shares
|
$12 Million
1.15% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
118,293
shares
|
$11.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
115,418
shares
|
$11.6 Million
0.87% of portfolio
|
Q4 2024
Reduced 12.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
114,768
shares
|
$11.6 Million
0.33% of portfolio
|
Q4 2024
Added 563.25%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
113,050
shares
|
$11.4 Million
0.12% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
111,989
shares
|
$11.3 Million
0.77% of portfolio
|
Q4 2024
Reduced 44.36%
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
110,835
shares
|
$11.2 Million
5.97% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
110,144
shares
|
$11.1 Million
4.71% of portfolio
|
Q4 2024
Added 152.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
110,117
shares
|
$11.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
109,348
shares
|
$11 Million
0.61% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
107,825
shares
|
$10.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 40.91%
|
|
|
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%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
106,865
shares
|
$10.8 Million
0.05% of portfolio
|
Q4 2024
Added 65.42%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
106,109
shares
|
$10.7 Million
0.1% of portfolio
|
Q4 2024
Reduced 80.77%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
104,933
shares
|
$10.6 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Anson Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
104,082
shares
|
$10.5 Million
9.58% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
100,561
shares
|
$10.1 Million
2.26% of portfolio
|
Q4 2024
Added 96.19%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
99,726
shares
|
$10 Million
5.06% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
99,629
shares
|
$10 Million
3.46% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
99,398
shares
|
$10 Million
0.5% of portfolio
|
Q4 2024
Added 527.0%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
98,585
shares
|
$9.92 Million
4.03% of portfolio
|
Q4 2024
Added 688.18%
|