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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,460
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 98.03%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,245
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,220
shares
|
$1.33 Million
1.18% of portfolio
|
Q2 2025
Reduced 24.84%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
13,047
shares
|
$1.31 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
12,823
shares
|
$1.29 Million
0.05% of portfolio
|
Q2 2025
Added 84.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Geneva Partners, LLC
|
Aug 14, 2025 Q2 2025 |
12,724
shares
|
$1.28 Million
0.53% of portfolio
|
Q2 2025
Added 22.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
12,686
shares
|
$1.27 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,601
shares
|
$1.27 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
12,567
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Values First Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
12,533
shares
|
$1.26 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
12,505
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2025
Added 221.71%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
12,271
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 412.79%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
12,258
shares
|
$1.23 Million
0.53% of portfolio
|
Q2 2025
Reduced 87.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
12,224
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,184
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
12,100
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
12,037
shares
|
$1.21 Million
0.92% of portfolio
|
Q1 2025
Added 214.45%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
11,875
shares
|
$1.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.83%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
11,866
shares
|
$1.19 Million
0.54% of portfolio
|
Q2 2025
Added 53.23%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
11,780
shares
|
$1.18 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
11,702
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 197.08%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
11,671
shares
|
$1.17 Million
0.12% of portfolio
|
Q2 2025
Reduced 18.01%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
11,609
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.41%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|