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 1,018 institutions that hold shares in the stock, with a total of 196 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
97,927
shares
|
$9.83 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
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
96,920
shares
|
$9.73 Million
8.81% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Acr Alpine Capital Research, LLC
|
Oct 30, 2025 Q3 2025 |
96,000
shares
|
$9.64 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
95,816
shares
|
$9.62 Million
0.88% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
95,510
shares
|
$9.59 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%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
93,162
shares
|
$9.36 Million
11.5% of portfolio
|
Q2 2025
Added 78.23%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
92,256
shares
|
$9.26 Million
4.22% of portfolio
|
Q3 2025
Reduced 62.64%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
90,808
shares
|
$9.12 Million
0.05% of portfolio
|
Q2 2025
Added 8.29%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
90,301
shares
|
$9.07 Million
5.53% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
90,144
shares
|
$9.05 Million
3.78% of portfolio
|
Q2 2025
Added 332.39%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
90,010
shares
|
$9.04 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
89,740
shares
|
$9.01 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
89,360
shares
|
$8.97 Million
3.32% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
89,207
shares
|
$8.96 Million
0.3% of portfolio
|
Q2 2025
Added 369.98%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
89,034
shares
|
$8.94 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
88,963
shares
|
$8.93 Million
1.77% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
88,865
shares
|
$8.92 Million
4.28% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
88,857
shares
|
$8.92 Million
2.8% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
87,415
shares
|
$8.78 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
87,101
shares
|
$8.75 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
86,102
shares
|
$8.65 Million
0.17% of portfolio
|
Q3 2025
Added 1247.66%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
85,850
shares
|
$8.62 Million
1.8% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
85,475
shares
|
$8.58 Million
1.97% of portfolio
|
Q3 2025
Added 3.9%
|