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 |
|---|---|---|---|---|---|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
28,246
shares
|
$2.84 Million
2.09% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.83 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
27,551
shares
|
$2.77 Million
1.07% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Riverwater Partners LLC
|
Oct 31, 2025 Q3 2025 |
27,414
shares
|
$2.75 Million
1.34% of portfolio
|
Q3 2025
Added 249.67%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
27,413
shares
|
$2.75 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
27,195
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.94%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
27,121
shares
|
$2.72 Million
0.31% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
26,960
shares
|
$2.71 Million
0.38% of portfolio
|
Q3 2025
Added 47.15%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
26,857
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
26,849
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
26,574
shares
|
$2.67 Million
0.99% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,488
shares
|
$2.66 Million
0.75% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
26,324
shares
|
$2.64 Million
1.16% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,178
shares
|
$2.63 Million
0.05% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
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
|
$2.58 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%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
25,433
shares
|
$2.55 Million
0.91% of portfolio
|
Q3 2025
Added 37.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
25,392
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,371
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
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%
|
|
|
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
|
$2.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 25.67%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
24,752
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2025
Added 120.31%
|