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 |
|---|---|---|---|---|---|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
21,753
shares
|
$2.19 Million
0.42% of portfolio
|
Q2 2025
Reduced 45.96%
|
|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
21,671
shares
|
$2.18 Million
0.92% of portfolio
|
Q2 2025
Reduced 62.93%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
21,484
shares
|
$2.16 Million
0.1% of portfolio
|
Q2 2025
Added 30.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,075
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
20,716
shares
|
$2.08 Million
0.37% of portfolio
|
Q2 2025
Added 9.67%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
20,582
shares
|
$2.07 Million
0.0% of portfolio
|
Q2 2025
Added 155.74%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
20,550
shares
|
$2.06 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
20,479
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.91%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
20,354
shares
|
$2.05 Million
1.39% of portfolio
|
Q2 2025
Added 69.89%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
20,016
shares
|
$2.01 Million
1.39% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
19,895
shares
|
$2 Million
0.05% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,784
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 332.82%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
19,689
shares
|
$1.98 Million
0.85% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
19,473
shares
|
$1.96 Million
1.44% of portfolio
|
Q2 2025
Added 43.94%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
19,033
shares
|
$1.91 Million
0.19% of portfolio
|
Q2 2025
Reduced 50.89%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
18,997
shares
|
$1.91 Million
0.36% of portfolio
|
Q2 2025
Reduced 28.3%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
18,957
shares
|
$1.9 Million
1.94% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,925
shares
|
$1.9 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
18,904
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,870
shares
|
$1.9 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,834
shares
|
$1.89 Million
1.19% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
18,769
shares
|
$1.89 Million
0.13% of portfolio
|
Q2 2025
Added 278.03%
|
|
|
Ategra Capital Management, LLC
Vienna, VA |
Aug 14, 2025 Q2 2025 |
18,749
shares
|
$1.88 Million
1.49% of portfolio
|
Q2 2025
New holding
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Jul 31, 2025 Q2 2025 |
18,729
shares
|
$1.88 Million
1.89% of portfolio
|
Q2 2025
Added 29.91%
|