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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
45,223
shares
|
$4.54 Million
0.24% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Baring Financial LLC
Bellingham, WA |
Oct 06, 2025 Q3 2025 |
45,054
shares
|
$4.52 Million
3.09% of portfolio
|
Q3 2025
Added 7.95%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
45,035
shares
|
$4.52 Million
1.11% of portfolio
|
Q3 2025
Added 186.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
44,765
shares
|
$4.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
44,621
shares
|
$4.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
44,476
shares
|
$4.47 Million
3.42% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
44,002
shares
|
$4.42 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
43,930
shares
|
$4.41 Million
1.12% of portfolio
|
Q2 2025
Added 100.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
43,378
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
43,071
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,779
shares
|
$4.3 Million
0.3% of portfolio
|
Q2 2025
Added 63.25%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
42,763
shares
|
$4.29 Million
3.72% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
42,077
shares
|
$4.23 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,661
shares
|
$4.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
41,562
shares
|
$4.17 Million
0.32% of portfolio
|
Q3 2025
Added 43.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
41,550
shares
|
$4.17 Million
1.56% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
41,002
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
40,993
shares
|
$4.12 Million
3.55% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
40,886
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
40,872
shares
|
$4.1 Million
2.76% of portfolio
|
Q3 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
40,204
shares
|
$4.04 Million
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
40,195
shares
|
$4.04 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
40,060
shares
|
$4.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
39,882
shares
|
$4 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
39,719
shares
|
$3.99 Million
0.83% of portfolio
|
Q3 2025
Added 33.32%
|