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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 03, 2025 Q3 2025 |
53,020
shares
|
$5.32 Million
2.45% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
52,734
shares
|
$5.3 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
52,700
shares
|
$5.29 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
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%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
52,280
shares
|
$5.25 Million
1.62% of portfolio
|
Q3 2025
Added 70.61%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
51,353
shares
|
$5.16 Million
2.19% of portfolio
|
Q3 2025
Added 66.01%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
51,277
shares
|
$5.15 Million
0.08% of portfolio
|
Q3 2025
Added 23.75%
|
|
|
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%
|
|
|
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
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
48,529
shares
|
$4.87 Million
0.06% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
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
|
$4.83 Million
0.08% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
48,027
shares
|
$4.82 Million
1.63% of portfolio
|
Q3 2025
Added 70.06%
|
|
|
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%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
47,723
shares
|
$4.79 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
47,162
shares
|
$4.74 Million
2.43% of portfolio
|
Q3 2025
Reduced 76.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
46,899
shares
|
$4.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
46,846
shares
|
$4.7 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
46,434
shares
|
$4.66 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Rd Finance LTD
Limassol, G4 |
Aug 06, 2025 Q2 2025 |
46,000
shares
|
$4.62 Million
6.05% of portfolio
|
Q2 2025
New holding
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
45,466
shares
|
$4.57 Million
1.11% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
45,366
shares
|
$4.56 Million
1.55% of portfolio
|
Q2 2025
Added 6.57%
|