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 |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,741
shares
|
$878,295
0.05% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,711
shares
|
$875,281
0.05% of portfolio
|
Q2 2025
Reduced 54.17%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Jul 31, 2025 Q2 2025 |
8,650
shares
|
$869,152
0.99% of portfolio
|
Q1 2025
Added 90.49%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
8,599
shares
|
$864,027
0.0% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,555
shares
|
$859,606
0.07% of portfolio
|
Q1 2025
Added 212.73%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
8,510
shares
|
$855,084
0.14% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
8,458
shares
|
$849,859
0.16% of portfolio
|
Q2 2025
Reduced 54.41%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
8,381
shares
|
$842,122
0.09% of portfolio
|
Q2 2025
Reduced 91.04%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Jul 28, 2025 Q2 2025 |
8,377
shares
|
$841,720
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
8,365
shares
|
$840,515
0.24% of portfolio
|
Q2 2025
Added 87.77%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
8,320
shares
|
$835,993
0.05% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
8,314
shares
|
$835,390
0.28% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
8,201
shares
|
$824,036
0.23% of portfolio
|
Q1 2025
Added 203.85%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
8,128
shares
|
$816,701
0.12% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$816,098
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Jul 30, 2025 Q2 2025 |
8,120
shares
|
$815,897
0.37% of portfolio
|
Q2 2025
Reduced 58.51%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
8,110
shares
|
$814,892
0.22% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,094
shares
|
$813,285
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$806,251
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
7,989
shares
|
$802,734
0.38% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,979
shares
|
$801,729
0.37% of portfolio
|
Q2 2025
Added 65.23%
|
|
|
Riverwater Partners LLC
|
Jul 31, 2025 Q2 2025 |
7,840
shares
|
$787,763
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
7,712
shares
|
$774,901
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,699
shares
|
$773,595
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,698
shares
|
$773,495
0.5% of portfolio
|
Q1 2025
New holding
|