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 |
|---|---|---|---|---|---|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
40,060
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
39,722
shares
|
$3.99 Million
1.89% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
39,646
shares
|
$3.98 Million
0.23% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
39,439
shares
|
$3.96 Million
1.83% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
38,653
shares
|
$3.88 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
38,320
shares
|
$3.85 Million
0.09% of portfolio
|
Q2 2025
Added 55.12%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
38,206
shares
|
$3.84 Million
0.84% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
38,055
shares
|
$3.82 Million
0.93% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
37,750
shares
|
$3.79 Million
2.98% of portfolio
|
Q2 2025
Added 16.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
37,658
shares
|
$3.78 Million
0.19% of portfolio
|
Q2 2025
Added 35.57%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
37,536
shares
|
$3.77 Million
2.93% of portfolio
|
Q2 2025
Reduced 48.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
36,862
shares
|
$3.7 Million
0.13% of portfolio
|
Q2 2025
Reduced 40.83%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
35,050
shares
|
$3.52 Million
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
34,648
shares
|
$3.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
34,375
shares
|
$3.45 Million
2.48% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
34,297
shares
|
$3.45 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
34,235
shares
|
$3.44 Million
0.31% of portfolio
|
Q2 2025
Added 23.9%
|
|
|
Wisconsin Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
34,189
shares
|
$3.44 Million
1.96% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
33,849
shares
|
$3.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
33,665
shares
|
$3.38 Million
0.4% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
33,611
shares
|
$3.38 Million
0.93% of portfolio
|
Q2 2025
Added 53.08%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
33,558
shares
|
$3.37 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
33,407
shares
|
$3.36 Million
0.09% of portfolio
|
Q2 2025
Added 145.24%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.35 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
33,208
shares
|
$3.34 Million
1.28% of portfolio
|
Q2 2025
Added 24.48%
|