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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
9,092
shares
|
$913,018
0.03% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
9,063
shares
|
$910,106
0.05% of portfolio
|
Q2 2025
Added 126.35%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
9,047
shares
|
$908,499
0.09% of portfolio
|
Q3 2025
Reduced 81.79%
|
|
|
Denali Advisors LLC
|
Jul 30, 2025 Q2 2025 |
9,029
shares
|
$906,692
0.1% of portfolio
|
Q2 2025
Reduced 23.62%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
8,944
shares
|
$898,156
0.5% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
8,926
shares
|
$896,348
0.2% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
8,842
shares
|
$887,913
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
8,838
shares
|
$887,511
0.64% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Aug 07, 2025 Q2 2025 |
8,800
shares
|
$883,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
8,756
shares
|
$879,277
0.06% of portfolio
|
Q3 2025
Added 53.48%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
8,711
shares
|
$874,758
0.05% of portfolio
|
Q2 2025
Reduced 54.17%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8,637
shares
|
$867,327
0.04% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
8,599
shares
|
$863,511
0.0% of portfolio
|
Q1 2025
Added 141.31%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
8,500
shares
|
$853,570
0.06% of portfolio
|
Q3 2025
Reduced 41.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,477
shares
|
$851,260
0.04% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
8,424
shares
|
$845,938
0.1% of portfolio
|
Q3 2025
Added 217.29%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,423
shares
|
$845,837
0.2% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 26, 2025 Q2 2025 |
8,378
shares
|
$841,318
0.08% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
8,377
shares
|
$841,218
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
8,365
shares
|
$840,013
0.24% of portfolio
|
Q2 2025
Added 87.77%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
8,201
shares
|
$823,544
0.23% of portfolio
|
Q1 2025
Added 203.85%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 07, 2025 Q3 2025 |
8,189
shares
|
$822,339
0.7% of portfolio
|
Q3 2025
Added 17.42%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Aug 14, 2025 Q2 2025 |
8,128
shares
|
$816,213
0.12% of portfolio
|
Q2 2025
Reduced 23.32%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$815,611
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
8,094
shares
|
$812,799
0.03% of portfolio
|
Q2 2025
Reduced 0.87%
|