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 |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
110,284
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 140.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
108,925
shares
|
$10.9 Million
0.73% of portfolio
|
Q2 2025
Added 7.74%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
108,232
shares
|
$10.9 Million
4.26% of portfolio
|
Q2 2025
Added 70.79%
|
|
|
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%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
104,711
shares
|
$10.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.56%
|
|
|
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%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 24, 2025 Q2 2025 |
104,410
shares
|
$10.5 Million
4.62% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
103,788
shares
|
$10.4 Million
1.49% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
103,689
shares
|
$10.4 Million
3.28% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
103,670
shares
|
$10.4 Million
7.84% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
103,195
shares
|
$10.4 Million
0.21% of portfolio
|
Q1 2025
Added 72.2%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
101,656
shares
|
$10.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
100,427
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
100,059
shares
|
$10.1 Million
0.62% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
100,029
shares
|
$10.1 Million
0.06% of portfolio
|
Q2 2025
Added 71.41%
|
|
|
Natixis
Paris, I0 |
Aug 13, 2025 Q2 2025 |
99,500
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
99,500
shares
|
$10 Million
0.24% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Anson Capital, Inc.
|
Aug 01, 2025 Q2 2025 |
99,418
shares
|
$9.99 Million
9.72% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
99,359
shares
|
$9.98 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
97,978
shares
|
$9.84 Million
0.81% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
97,927
shares
|
$9.84 Million
1.02% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Aug 01, 2025 Q2 2025 |
97,555
shares
|
$9.8 Million
4.56% of portfolio
|
Q2 2025
New holding
|
|
|
Code Waechter LLC
Tampa, FL |
Aug 05, 2025 Q2 2025 |
96,559
shares
|
$9.7 Million
6.95% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
95,510
shares
|
$9.6 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
94,288
shares
|
$9.47 Million
2.57% of portfolio
|
Q2 2025
Reduced 10.1%
|