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 1,021 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
19,895
shares
|
$2 Million
0.05% of portfolio
|
Q2 2025
Added 14.88%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
19,881
shares
|
$2 Million
0.32% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
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%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,756
shares
|
$1.98 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
19,500
shares
|
$1.96 Million
0.47% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
19,140
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2025
Reduced 12.01%
|
|
|
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%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
18,978
shares
|
$1.91 Million
0.14% of portfolio
|
Q3 2025
Added 153.45%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,925
shares
|
$1.9 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
18,870
shares
|
$1.89 Million
0.3% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
18,769
shares
|
$1.88 Million
0.13% of portfolio
|
Q2 2025
Added 278.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
18,760
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
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%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
18,675
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
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%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
18,485
shares
|
$1.86 Million
0.07% of portfolio
|
Q2 2025
Added 56.76%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
18,219
shares
|
$1.83 Million
1.64% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
18,189
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
18,134
shares
|
$1.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
18,128
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
18,000
shares
|
$1.81 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
17,904
shares
|
$1.8 Million
0.77% of portfolio
|
Q3 2025
Added 124.39%
|