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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
13,747
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
Added 123.46%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 23, 2025 Q3 2025 |
13,729
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.83%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
13,633
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
13,494
shares
|
$1.36 Million
1.08% of portfolio
|
Q3 2025
Reduced 50.06%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
13,426
shares
|
$1.35 Million
0.2% of portfolio
|
Q3 2025
Added 5.83%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
13,342
shares
|
$1.34 Million
0.13% of portfolio
|
Q3 2025
Added 16.69%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 09, 2025 Q3 2025 |
13,313
shares
|
$1.34 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Ramiah Investment Group
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
13,216
shares
|
$1.33 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
13,160
shares
|
$1.32 Million
0.51% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
12,703
shares
|
$1.28 Million
0.11% of portfolio
|
Q3 2025
Added 146.95%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
12,644
shares
|
$1.27 Million
1.29% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Nov 03, 2025 Q3 2025 |
12,626
shares
|
$1.27 Million
0.41% of portfolio
|
Q3 2025
Added 207.05%
|
|
|
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
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
12,438
shares
|
$1.25 Million
0.71% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
12,436
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
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%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
12,140
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
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%
|
|
|
Bayshore Asset Management, LLC
|
Oct 31, 2025 Q3 2025 |
12,032
shares
|
$1.21 Million
0.53% of portfolio
|
Q3 2025
Added 11.97%
|