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 |
|---|---|---|---|---|---|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
29,065
shares
|
$2.92 Million
0.24% of portfolio
|
Q2 2025
Reduced 85.68%
|
|
|
Sprott Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
28,997
shares
|
$2.91 Million
0.17% of portfolio
|
Q2 2025
Added 7.66%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
28,903
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 44.87%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
28,883
shares
|
$2.9 Million
2.32% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
28,830
shares
|
$2.9 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
28,630
shares
|
$2.88 Million
1.15% of portfolio
|
Q2 2025
Added 249.15%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
28,446
shares
|
$2.86 Million
1.31% of portfolio
|
Q2 2025
Added 688.41%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
28,412
shares
|
$2.85 Million
0.32% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
28,295
shares
|
$2.84 Million
2.33% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
28,241
shares
|
$2.84 Million
0.97% of portfolio
|
Q2 2025
Added 49.99%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.83 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
27,121
shares
|
$2.73 Million
0.31% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,018
shares
|
$2.71 Million
2.83% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
26,780
shares
|
$2.69 Million
0.65% of portfolio
|
Q2 2025
Added 35.4%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
26,547
shares
|
$2.67 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
5th Street Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
26,454
shares
|
$2.66 Million
1.33% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,338
shares
|
$2.65 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
26,157
shares
|
$2.63 Million
3.39% of portfolio
|
Q2 2025
Added 192.45%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
26,060
shares
|
$2.62 Million
0.04% of portfolio
|
Q2 2025
Reduced 51.16%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Aug 08, 2025 Q2 2025 |
25,959
shares
|
$2.61 Million
1.39% of portfolio
|
Q2 2025
Added 221.55%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
25,738
shares
|
$2.59 Million
1.58% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Aug 13, 2025 Q2 2025 |
25,459
shares
|
$2.56 Million
0.59% of portfolio
|
Q2 2025
Reduced 15.25%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
25,449
shares
|
$2.56 Million
1.68% of portfolio
|
Q2 2025
Added 60.49%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,392
shares
|
$2.55 Million
0.19% of portfolio
|
Q2 2025
Added 482.65%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
25,366
shares
|
$2.55 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.8%
|