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 |
|---|---|---|---|---|---|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
64,586
shares
|
$6.49 Million
1.37% of portfolio
|
Q2 2025
Reduced 9.13%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
64,241
shares
|
$6.45 Million
0.82% of portfolio
|
Q2 2025
Added 81.42%
|
|
|
Hanlon Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
63,755
shares
|
$6.4 Million
4.86% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
62,974
shares
|
$6.32 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.93%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
62,212
shares
|
$6.25 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
61,960
shares
|
$6.22 Million
0.34% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
61,595
shares
|
$6.19 Million
4.68% of portfolio
|
Q2 2024
Added 33.02%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Oct 28, 2025 Q3 2025 |
61,273
shares
|
$6.15 Million
4.58% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
61,135
shares
|
$6.14 Million
1.12% of portfolio
|
Q2 2025
Reduced 17.19%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
60,329
shares
|
$6.06 Million
1.29% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
59,888
shares
|
$6.01 Million
2.53% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
59,611
shares
|
$5.99 Million
4.7% of portfolio
|
Q3 2025
Reduced 14.3%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Nov 03, 2025 Q3 2025 |
59,379
shares
|
$5.96 Million
2.77% of portfolio
|
Q3 2025
Added 99.81%
|
|
|
Ndvr, Inc.
Boston, MA |
Oct 22, 2025 Q3 2025 |
59,217
shares
|
$5.95 Million
4.97% of portfolio
|
Q3 2025
Added 1457.93%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 14, 2025 Q3 2025 |
58,727
shares
|
$5.9 Million
2.32% of portfolio
|
Q3 2025
Reduced 66.46%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
58,693
shares
|
$5.89 Million
3.76% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
58,632
shares
|
$5.89 Million
0.23% of portfolio
|
Q3 2025
Added 4.53%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
58,584
shares
|
$5.88 Million
0.14% of portfolio
|
Q2 2025
Reduced 46.92%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
Oct 28, 2025 Q3 2025 |
57,624
shares
|
$5.79 Million
4.89% of portfolio
|
Q3 2025
Added 18.8%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
57,285
shares
|
$5.75 Million
0.86% of portfolio
|
Q3 2025
Reduced 56.09%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
56,575
shares
|
$5.68 Million
2.23% of portfolio
|
Q3 2025
Added 67.14%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Oct 14, 2025 Q3 2025 |
56,298
shares
|
$5.65 Million
1.6% of portfolio
|
Q3 2025
Added 62.86%
|
|
|
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%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
55,874
shares
|
$5.61 Million
0.22% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
55,710
shares
|
$5.59 Million
0.51% of portfolio
|
Q3 2025
Added 192.7%
|