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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
11,434
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Added 19.22%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
11,420
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,319
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
11,298
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Added 108.57%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,235
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2025
Added 51.39%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
11,229
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
11,179
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2025
Added 143.5%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Aug 13, 2025 Q2 2025 |
11,143
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
11,122
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
11,074
shares
|
$1.11 Million
1.32% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Oakwell Private Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
11,063
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,033
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 74.72%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,943
shares
|
$1.1 Million
0.63% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
10,766
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
10,750
shares
|
$1.08 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
10,746
shares
|
$1.08 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
10,723
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
10,722
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
10,700
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
10,652
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
10,584
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
10,467
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,463
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Added 106.53%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
10,416
shares
|
$1.05 Million
0.46% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,389
shares
|
$1.04 Million
0.1% of portfolio
|
Q1 2025
Added 163.01%
|