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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
38,206
shares
|
$3.84 Million
0.84% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
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%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
37,615
shares
|
$3.78 Million
1.65% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
37,231
shares
|
$3.74 Million
0.94% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
36,906
shares
|
$3.71 Million
0.11% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
36,883
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
36,382
shares
|
$3.65 Million
0.41% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
36,138
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
35,540
shares
|
$3.57 Million
0.21% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,427
shares
|
$3.56 Million
0.08% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
34,467
shares
|
$3.46 Million
1.83% of portfolio
|
Q3 2025
Added 72.2%
|
|
|
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%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
34,252
shares
|
$3.44 Million
2.28% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
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
|
$3.43 Million
1.96% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
33,665
shares
|
$3.38 Million
0.4% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
33,354
shares
|
$3.35 Million
2.34% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
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
|
$3.33 Million
1.28% of portfolio
|
Q2 2025
Added 24.48%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
32,859
shares
|
$3.3 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
32,411
shares
|
$3.25 Million
0.23% of portfolio
|
Q3 2025
Reduced 47.69%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
32,332
shares
|
$3.25 Million
0.71% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
31,835
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
31,754
shares
|
$3.19 Million
2.21% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
31,746
shares
|
$3.19 Million
1.79% of portfolio
|
Q3 2025
Added 153.3%
|