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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,658
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Added 218.51%
|
|
|
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%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
15,557
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2025
Reduced 35.25%
|
|
|
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%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
15,254
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Walker Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
15,227
shares
|
$1.53 Million
0.95% of portfolio
|
Q3 2025
Reduced 19.15%
|
|
|
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%
|
|
|
Access Financial Services, Inc.
|
Oct 20, 2025 Q3 2025 |
15,100
shares
|
$1.52 Million
0.73% of portfolio
|
Q3 2025
Added 185.82%
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
15,059
shares
|
$1.51 Million
1.5% of portfolio
|
Q3 2025
Added 113.6%
|
|
|
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 |
Oct 21, 2025 Q3 2025 |
14,853
shares
|
$1.49 Million
0.47% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
14,829
shares
|
$1.49 Million
0.07% of portfolio
|
Q3 2025
Reduced 57.2%
|
|
|
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%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
14,615
shares
|
$1.47 Million
1.45% of portfolio
|
Q3 2025
Added 12.02%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
14,532
shares
|
$1.46 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
14,467
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2025
Reduced 38.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
14,382
shares
|
$1.44 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%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
14,323
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2025
Added 67.42%
|