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 |
|---|---|---|---|---|---|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
79,748
shares
|
$8.01 Million
2.49% of portfolio
|
Q2 2025
Reduced 31.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
79,429
shares
|
$7.98 Million
0.01% of portfolio
|
Q2 2025
Added 1496.24%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
79,021
shares
|
$7.94 Million
3.26% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
78,797
shares
|
$7.92 Million
1.28% of portfolio
|
Q2 2025
Added 7.12%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
77,686
shares
|
$7.81 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,672
shares
|
$7.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Teca Partners, LP
Austin, TX |
Aug 13, 2025 Q2 2025 |
76,000
shares
|
$7.64 Million
7.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
75,377
shares
|
$7.57 Million
1.65% of portfolio
|
Q2 2025
Added 54.67%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
74,755
shares
|
$7.51 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
74,392
shares
|
$7.47 Million
0.73% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
73,661
shares
|
$7.4 Million
0.33% of portfolio
|
Q2 2025
Reduced 50.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
73,498
shares
|
$7.39 Million
0.09% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
72,118
shares
|
$7.25 Million
0.0% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
71,355
shares
|
$7.17 Million
3.57% of portfolio
|
Q2 2025
Added 10.12%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
71,282
shares
|
$7.16 Million
0.35% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
70,880
shares
|
$7.12 Million
1.19% of portfolio
|
Q2 2025
Added 100.33%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
70,323
shares
|
$7.07 Million
2.42% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
69,979
shares
|
$7.03 Million
0.0% of portfolio
|
Q2 2025
Added 58.09%
|
|
|
Cypress Capital, LLC
|
Aug 07, 2025 Q2 2025 |
69,804
shares
|
$7.01 Million
2.04% of portfolio
|
Q2 2025
Reduced 9.86%
|
|
|
Sound Financial Strategies Group, LLC
|
Aug 06, 2025 Q2 2025 |
69,560
shares
|
$6.99 Million
6.28% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
69,484
shares
|
$6.98 Million
0.43% of portfolio
|
Q2 2025
Added 54.68%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
69,002
shares
|
$6.93 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
68,463
shares
|
$6.88 Million
0.25% of portfolio
|
Q2 2025
Added 58.84%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
68,390
shares
|
$6.87 Million
1.95% of portfolio
|
Q2 2025
Added 63.67%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
68,127
shares
|
$6.85 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.11%
|