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 |
|---|---|---|---|---|---|
|
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
|
$7.38 Million
0.09% of portfolio
|
Q2 2025
Added 26.44%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
72,409
shares
|
$7.27 Million
0.33% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
72,118
shares
|
$7.24 Million
0.0% of portfolio
|
Q2 2025
Added 8.69%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
71,727
shares
|
$7.2 Million
5.94% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
71,694
shares
|
$7.2 Million
2.07% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
71,651
shares
|
$7.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 28.39%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 28, 2025 Q3 2025 |
71,221
shares
|
$7.15 Million
4.4% of portfolio
|
Q3 2025
Reduced 50.88%
|
|
|
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%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
70,370
shares
|
$7.07 Million
1.53% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
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%
|
|
|
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
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
68,891
shares
|
$6.92 Million
4.8% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
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%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
68,324
shares
|
$6.86 Million
0.42% of portfolio
|
Q3 2025
Added 129.03%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
68,127
shares
|
$6.84 Million
0.07% of portfolio
|
Q2 2025
Reduced 10.11%
|
|
|
Westerkirk Capital Inc.
Victoria, |
Aug 13, 2025 Q2 2025 |
67,000
shares
|
$6.73 Million
0.83% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
66,769
shares
|
$6.7 Million
0.21% of portfolio
|
Q2 2025
Added 7.28%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
66,549
shares
|
$6.68 Million
0.49% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Oct 17, 2025 Q3 2025 |
66,380
shares
|
$6.67 Million
0.5% of portfolio
|
Q3 2025
Added 5.18%
|
|
|
J2 Capital Management Inc
|
Oct 14, 2025 Q3 2025 |
66,266
shares
|
$6.65 Million
5.25% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
65,956
shares
|
$6.62 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
65,486
shares
|
$6.58 Million
0.03% of portfolio
|
Q2 2025
Added 22.23%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
65,230
shares
|
$6.55 Million
3.84% of portfolio
|
Q3 2025
Added 10.88%
|