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 |
|---|---|---|---|---|---|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
93,454
shares
|
$9.39 Million
1.51% of portfolio
|
Q2 2025
Added 84.53%
|
|
|
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%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
91,776
shares
|
$9.22 Million
4.25% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
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%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
90,144
shares
|
$9.06 Million
3.78% of portfolio
|
Q2 2025
Added 332.39%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
89,704
shares
|
$9.01 Million
4.34% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
89,207
shares
|
$8.96 Million
0.3% of portfolio
|
Q2 2025
Added 369.98%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
88,931
shares
|
$8.94 Million
0.02% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
88,865
shares
|
$8.93 Million
4.28% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
88,857
shares
|
$8.93 Million
2.8% of portfolio
|
Q2 2025
Added 49.28%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
87,500
shares
|
$8.79 Million
3.56% of portfolio
|
Q2 2025
Added 90.13%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Aug 11, 2025 Q2 2025 |
86,594
shares
|
$8.7 Million
5.29% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
86,484
shares
|
$8.69 Million
0.47% of portfolio
|
Q2 2025
Reduced 51.7%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
84,902
shares
|
$8.53 Million
0.77% of portfolio
|
Q4 2024
Added 57.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
84,514
shares
|
$8.49 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
84,235
shares
|
$8.46 Million
0.12% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
83,910
shares
|
$8.43 Million
2.12% of portfolio
|
Q2 2025
Added 104.98%
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
83,742
shares
|
$8.41 Million
1.9% of portfolio
|
Q2 2025
Added 68.5%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
83,065
shares
|
$8.35 Million
0.08% of portfolio
|
Q2 2025
Added 626.16%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
82,652
shares
|
$8.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.49%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
82,407
shares
|
$8.28 Million
0.41% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
82,268
shares
|
$8.27 Million
1.99% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
82,053
shares
|
$8.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
81,438
shares
|
$8.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 89.18%
|
|
|
Penney Financial, LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
79,966
shares
|
$8.03 Million
4.09% of portfolio
|
Q2 2025
New holding
|