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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
17,495
shares
|
$1.76 Million
1.03% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,469
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
17,430
shares
|
$1.75 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,089
shares
|
$1.72 Million
1.77% of portfolio
|
Q3 2025
Added 15.79%
|
|
|
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%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
16,837
shares
|
$1.69 Million
0.58% of portfolio
|
Q3 2025
Added 33.98%
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
16,752
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 68.07%
|
|
|
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
|
$1.67 Million
0.06% of portfolio
|
Q2 2025
Added 366.43%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
16,624
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.06%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,618
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
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%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
16,450
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,426
shares
|
$1.65 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
16,261
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2025
Added 92.26%
|
|
|
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%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
15,944
shares
|
$1.6 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
$1.59 Million
0.45% of portfolio
|
Q2 2025
Reduced 34.15%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
15,877
shares
|
$1.59 Million
0.11% of portfolio
|
Q3 2025
Reduced 37.47%
|