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 |
|---|---|---|---|---|---|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
24,674
shares
|
$2.48 Million
0.76% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
24,656
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Mc Namara Financial Services, Inc.
|
Jul 25, 2025 Q2 2025 |
24,343
shares
|
$2.44 Million
0.49% of portfolio
|
Q2 2025
Added 79.77%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
24,207
shares
|
$2.43 Million
0.22% of portfolio
|
Q3 2025
Added 495.35%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
23,848
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 73.41%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
23,719
shares
|
$2.38 Million
0.87% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
23,239
shares
|
$2.33 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
22,957
shares
|
$2.31 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
22,917
shares
|
$2.3 Million
1.51% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
22,149
shares
|
$2.22 Million
0.79% of portfolio
|
Q3 2025
Added 187.2%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
22,140
shares
|
$2.22 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
21,938
shares
|
$2.2 Million
0.89% 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%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
21,916
shares
|
$2.2 Million
1.97% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
21,877
shares
|
$2.2 Million
1.23% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 25, 2025 Q2 2025 |
21,857
shares
|
$2.19 Million
0.75% of portfolio
|
Q2 2025
Added 53.39%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
21,360
shares
|
$2.14 Million
0.26% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
21,271
shares
|
$2.14 Million
0.51% of portfolio
|
Q3 2025
Reduced 31.59%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
21,207
shares
|
$2.13 Million
1.66% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
21,192
shares
|
$2.13 Million
0.61% of portfolio
|
Q3 2025
Added 85.57%
|
|
|
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%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
20,016
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.52%
|