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 |
|---|---|---|---|---|---|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
18,678
shares
|
$1.88 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
18,649
shares
|
$1.87 Million
0.18% of portfolio
|
Q3 2024
Added 10.31%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
18,542
shares
|
$1.86 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
18,485
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 56.76%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
18,464
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
18,321
shares
|
$1.84 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
18,321
shares
|
$1.84 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
18,319
shares
|
$1.84 Million
1.57% of portfolio
|
Q1 2025
Added 67.94%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
18,024
shares
|
$1.81 Million
0.16% of portfolio
|
Q2 2025
Added 71.22%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
17,870
shares
|
$1.8 Million
0.34% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
17,865
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,816
shares
|
$1.79 Million
0.13% of portfolio
|
Q2 2025
Reduced 51.08%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,642
shares
|
$1.77 Million
0.14% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
17,245
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
17,182
shares
|
$1.73 Million
0.64% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17,097
shares
|
$1.72 Million
0.68% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
16,957
shares
|
$1.7 Million
1.62% of portfolio
|
Q2 2025
Added 131.72%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
16,861
shares
|
$1.69 Million
0.02% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
16,675
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2025
Added 366.43%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Jul 25, 2025 Q2 2025 |
16,524
shares
|
$1.66 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
16,486
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Jul 22, 2025 Q2 2025 |
16,398
shares
|
$1.65 Million
1.72% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
16,155
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 30.7%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Jul 28, 2025 Q2 2025 |
16,150
shares
|
$1.62 Million
0.34% of portfolio
|
Q2 2025
Added 18.32%
|