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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
1,527,023
shares
|
$153 Million
10.6% of portfolio
|
Q2 2025
Reduced 18.88%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,493,945
shares
|
$150 Million
1.16% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,376,211
shares
|
$138 Million
0.03% of portfolio
|
Q2 2025
Added 100.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,357,194
shares
|
$136 Million
0.63% of portfolio
|
Q2 2025
Added 50.88%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Awm Capital, LLC
|
Jul 22, 2025 Q2 2025 |
1,316,218
shares
|
$132 Million
17.71% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
1,260,139
shares
|
$127 Million
8.21% of portfolio
|
Q2 2025
Added 17.47%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
1,210,980
shares
|
$122 Million
6.2% of portfolio
|
Q2 2025
Reduced 18.37%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,192,384
shares
|
$120 Million
5.64% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
1,185,882
shares
|
$119 Million
13.99% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,140,471
shares
|
$115 Million
0.08% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
1,128,985
shares
|
$113 Million
5.42% of portfolio
|
Q2 2025
Reduced 21.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,031,353
shares
|
$104 Million
0.23% of portfolio
|
Q2 2025
Reduced 42.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
1,018,869
shares
|
$102 Million
1.45% of portfolio
|
Q2 2025
Added 4.06%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
1,009,163
shares
|
$101 Million
4.24% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
994,470
shares
|
$99.9 Million
16.62% of portfolio
|
Q2 2025
Added 459.72%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
956,797
shares
|
$96.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 22.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
932,846
shares
|
$93.7 Million
0.13% of portfolio
|
Q2 2025
Added 7.24%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
930,987
shares
|
$93.5 Million
1.36% of portfolio
|
Q2 2025
Added 43.12%
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
916,274
shares
|
$92.1 Million
2.14% of portfolio
|
Q2 2025
Reduced 55.51%
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
870,273
shares
|
$87.4 Million
10.43% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
869,949
shares
|
$87.4 Million
2.35% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
833,755
shares
|
$83.8 Million
1.48% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
769,590
shares
|
$77.3 Million
0.24% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
759,836
shares
|
$76.3 Million
26.5% of portfolio
|
Q2 2025
Added 26.25%
|