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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 14, 2025 Q2 2025 |
32,859
shares
|
$3.3 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
32,799
shares
|
$3.3 Million
0.18% of portfolio
|
Q2 2025
Added 13.01%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
32,447
shares
|
$3.26 Million
0.32% of portfolio
|
Q2 2025
Added 987.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
31,394
shares
|
$3.15 Million
0.08% of portfolio
|
Q2 2025
Added 169.99%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
31,092
shares
|
$3.12 Million
0.79% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
31,066
shares
|
$3.12 Million
0.12% of portfolio
|
Q2 2025
Reduced 56.82%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 13, 2025 Q2 2025 |
31,058
shares
|
$3.12 Million
0.15% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
30,933
shares
|
$3.11 Million
1.36% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
30,917
shares
|
$3.11 Million
1.03% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
30,677
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
30,673
shares
|
$3.08 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
30,648
shares
|
$3.08 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
30,643
shares
|
$3.08 Million
0.11% of portfolio
|
Q2 2025
Reduced 57.65%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Jul 24, 2025 Q2 2025 |
30,643
shares
|
$3.08 Million
1.15% of portfolio
|
Q2 2025
Added 441.01%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
29,832
shares
|
$3 Million
0.29% of portfolio
|
Q2 2025
Reduced 25.97%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
29,808
shares
|
$3 Million
0.79% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
Financial Strategies Group, Inc.
|
Aug 13, 2025 Q2 2025 |
29,793
shares
|
$2.99 Million
0.63% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
29,718
shares
|
$2.99 Million
1.6% of portfolio
|
Q2 2025
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
29,692
shares
|
$2.98 Million
0.35% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
29,585
shares
|
$2.97 Million
0.57% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
29,457
shares
|
$2.96 Million
0.06% of portfolio
|
Q2 2025
Reduced 29.3%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
29,392
shares
|
$2.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 80.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
29,314
shares
|
$2.95 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
29,263
shares
|
$2.94 Million
2.36% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
29,240
shares
|
$2.94 Million
0.33% of portfolio
|
Q2 2025
Added 46.45%
|