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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
15,903
shares
|
$1.6 Million
0.16% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,886
shares
|
$1.6 Million
0.54% of portfolio
|
Q2 2025
Added 140.62%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Aug 07, 2025 Q2 2025 |
15,881
shares
|
$1.6 Million
0.45% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
15,855
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2025
Added 75.68%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
15,774
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
15,709
shares
|
$1.58 Million
0.46% of portfolio
|
Q2 2025
Reduced 36.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
15,617
shares
|
$1.57 Million
0.13% of portfolio
|
Q2 2025
Added 56.78%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
15,571
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Reduced 89.72%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,503
shares
|
$1.56 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
15,330
shares
|
$1.54 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
15,116
shares
|
$1.52 Million
0.96% of portfolio
|
Q2 2025
Added 196.39%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,054
shares
|
$1.51 Million
0.35% of portfolio
|
Q3 2024
Added 632.91%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
15,021
shares
|
$1.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,788
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,655
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
14,579
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2025
Reduced 41.25%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
14,550
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Added 67.24%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
14,548
shares
|
$1.46 Million
1.07% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
14,457
shares
|
$1.45 Million
0.03% of portfolio
|
Q2 2025
Reduced 61.81%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,382
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 600.54%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
14,371
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,869
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 96.69%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
13,747
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
Added 123.46%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
13,699
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 258.99%
|