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 967 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
192,787,521
shares
|
$19.4 Billion
3.1% of portfolio
|
Q2 2025
Reduced 99.88%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
22,874,397
shares
|
$2.3 Billion
3.26% of portfolio
|
Q2 2025
Added 10406.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
10,561,368
shares
|
$1.06 Billion
0.08% of portfolio
|
Q2 2025
Added 3.21%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
10,270,471
shares
|
$1.03 Billion
3.16% of portfolio
|
Q2 2025
Added 6699.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
7,203,964
shares
|
$724 Million
0.26% of portfolio
|
Q2 2025
Added 21.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,289,775
shares
|
$632 Million
0.05% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,724,497
shares
|
$475 Million
0.12% of portfolio
|
Q2 2025
Reduced 27.15%
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Aug 14, 2025 Q2 2025 |
3,727,740
shares
|
$375 Million
17.79% of portfolio
|
Q2 2025
Added 2212.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,311,219
shares
|
$333 Million
0.65% of portfolio
|
Q1 2025
Added 3869.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,491,342
shares
|
$250 Million
0.05% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,473,988
shares
|
$249 Million
0.45% of portfolio
|
Q2 2025
Added 110.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,410,610
shares
|
$242 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.68%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
2,370,040
shares
|
$238 Million
3.5% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,172,224
shares
|
$218 Million
0.02% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,136,929
shares
|
$215 Million
0.04% of portfolio
|
Q2 2025
Added 26.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
2,125,196
shares
|
$214 Million
0.38% of portfolio
|
Q2 2025
Added 79.86%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,099,914
shares
|
$211 Million
1.08% of portfolio
|
Q2 2025
Added 54.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,834
shares
|
$190 Million
0.12% of portfolio
|
Q3 2024
Added 61.2%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,742,085
shares
|
$175 Million
5.15% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,739,491
shares
|
$175 Million
4.05% of portfolio
|
Q2 2025
Added 121.97%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,716,119
shares
|
$172 Million
0.31% of portfolio
|
Q2 2025
Added 90.4%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,545,788
shares
|
$155 Million
5.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
1,543,714
shares
|
$155 Million
1.75% of portfolio
|
Q2 2025
Added 243.93%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,527,023
shares
|
$153 Million
10.6% of portfolio
|
Q2 2025
Reduced 18.88%
|