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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
11,998
shares
|
$1.2 Million
0.11% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
11,910
shares
|
$1.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
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 |
Oct 21, 2025 Q3 2025 |
11,868
shares
|
$1.19 Million
0.51% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
11,780
shares
|
$1.18 Million
0.84% of portfolio
|
Q2 2025
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
11,770
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 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%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,649
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
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%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,455
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.62%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
11,410
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,400
shares
|
$1.14 Million
0.34% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
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%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 14, 2025 Q3 2025 |
11,172
shares
|
$1.12 Million
1.19% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
11,166
shares
|
$1.12 Million
0.61% of portfolio
|
Q3 2025
Added 239.7%
|
|
|
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%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
11,093
shares
|
$1.11 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
11,087
shares
|
$1.11 Million
0.04% of portfolio
|
Q3 2025
Added 22.09%
|
|
|
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%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
10,910
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 7.14%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
10,730
shares
|
$1.08 Million
0.34% of portfolio
|
Q3 2025
Added 29.06%
|
|
|
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%
|