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 |
|---|---|---|---|---|---|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
31,741
shares
|
$3.19 Million
3.71% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
31,569
shares
|
$3.17 Million
1.43% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
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%
|
|
|
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%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
31,042
shares
|
$3.12 Million
1.27% of portfolio
|
Q3 2025
Added 282.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
31,040
shares
|
$3.12 Million
0.57% of portfolio
|
Q3 2025
Reduced 18.43%
|
|
|
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%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
29,953
shares
|
$3.01 Million
0.53% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Wespac Advisors So Cal, LLC
|
Oct 22, 2025 Q3 2025 |
29,805
shares
|
$2.99 Million
0.66% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
29,744
shares
|
$2.99 Million
0.32% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Scott & Selber, Inc.
|
Oct 29, 2025 Q3 2025 |
28,709
shares
|
$2.88 Million
0.76% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
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%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
28,489
shares
|
$2.86 Million
0.26% of portfolio
|
Q3 2025
Added 22.76%
|
|
|
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%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.83 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|