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 |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
25,296
shares
|
$2.54 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
25,251
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Added 19.13%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
25,237
shares
|
$2.54 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.67%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
24,983
shares
|
$2.51 Million
1.56% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Aug 08, 2025 Q2 2025 |
24,911
shares
|
$2.5 Million
1.19% of portfolio
|
Q2 2025
Added 57.98%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
24,545
shares
|
$2.47 Million
1.69% of portfolio
|
Q2 2025
Reduced 43.55%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
24,343
shares
|
$2.45 Million
0.49% of portfolio
|
Q2 2025
Added 79.77%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
24,279
shares
|
$2.44 Million
0.94% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
24,084
shares
|
$2.42 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
24,027
shares
|
$2.41 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
23,977
shares
|
$2.41 Million
0.29% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
23,848
shares
|
$2.4 Million
0.24% of portfolio
|
Q2 2025
Reduced 73.41%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
23,380
shares
|
$2.35 Million
0.1% of portfolio
|
Q2 2025
Added 54.33%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
23,318
shares
|
$2.34 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
23,239
shares
|
$2.34 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
23,208
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
23,205
shares
|
$2.33 Million
0.95% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Aug 07, 2025 Q2 2025 |
23,127
shares
|
$2.32 Million
1.66% of portfolio
|
Q2 2025
Added 272.96%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
23,111
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Added 679.46%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
22,886
shares
|
$2.3 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
22,629
shares
|
$2.27 Million
0.34% of portfolio
|
Q2 2025
Reduced 43.57%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Aug 11, 2025 Q2 2025 |
21,938
shares
|
$2.2 Million
0.93% of portfolio
|
Q2 2025
Added 218.5%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
21,927
shares
|
$2.2 Million
2.01% of portfolio
|
Q2 2025
Added 16.48%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
21,857
shares
|
$2.2 Million
0.75% of portfolio
|
Q2 2025
Added 53.39%
|