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 |
|---|---|---|---|---|---|
|
Ackerman Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
58,426
shares
|
$5.87 Million
1.38% of portfolio
|
Q2 2025
Added 4.3%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
56,091
shares
|
$5.64 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
55,878
shares
|
$5.61 Million
0.04% of portfolio
|
Q2 2025
Added 309.33%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
55,809
shares
|
$5.61 Million
0.16% of portfolio
|
Q2 2025
Reduced 54.08%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
55,145
shares
|
$5.54 Million
1.02% of portfolio
|
Q2 2025
Added 747.34%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
55,080
shares
|
$5.53 Million
3.84% of portfolio
|
Q2 2025
Reduced 44.35%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
54,450
shares
|
$5.47 Million
1.93% of portfolio
|
Q2 2025
Reduced 3.54%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
54,325
shares
|
$5.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 35.26%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
52,734
shares
|
$5.3 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
52,692
shares
|
$5.29 Million
0.05% of portfolio
|
Q2 2025
Reduced 52.22%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
52,459
shares
|
$5.27 Million
0.19% of portfolio
|
Q2 2025
Added 120.09%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
51,532
shares
|
$5.18 Million
0.41% of portfolio
|
Q2 2025
Added 29.38%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
50,969
shares
|
$5.12 Million
0.24% of portfolio
|
Q2 2025
Added 143.59%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
50,875
shares
|
$5.11 Million
3.8% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
50,863
shares
|
$5.11 Million
11.51% of portfolio
|
Q4 2023
Added 145.66%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
50,388
shares
|
$5.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
49,980
shares
|
$5.02 Million
4.89% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
49,675
shares
|
$4.99 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
49,053
shares
|
$4.93 Million
0.78% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
48,743
shares
|
$4.9 Million
3.99% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Jul 30, 2025 Q2 2025 |
48,506
shares
|
$4.87 Million
4.45% of portfolio
|
Q2 2025
Added 20.89%
|
|
|
Clayton Partners LLC
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
48,207
shares
|
$4.84 Million
4.69% of portfolio
|
Q2 2025
Reduced 8.7%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Aug 01, 2025 Q2 2025 |
48,123
shares
|
$4.84 Million
0.08% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Esg Planning
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
47,905
shares
|
$4.81 Million
2.75% of portfolio
|
Q2 2025
Added 154.83%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
47,615
shares
|
$4.78 Million
2.43% of portfolio
|
Q2 2025
Added 5.09%
|