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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,090
shares
|
$812,397
0.24% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
8,074
shares
|
$810,791
0.32% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$805,770
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
7,946
shares
|
$797,937
0.09% of portfolio
|
Q3 2025
Added 112.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,778
shares
|
$781,066
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,698
shares
|
$773,033
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
7,609
shares
|
$764,095
0.07% of portfolio
|
Q3 2025
Reduced 76.55%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$758,371
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,536
shares
|
$756,765
0.02% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
7,397
shares
|
$742,806
0.05% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
7,381
shares
|
$741,200
0.04% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,287
shares
|
$731,760
0.18% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
7,261
shares
|
$729,149
0.41% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
7,226
shares
|
$725,634
0.18% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,201
shares
|
$723,124
0.0% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
7,188
shares
|
$721,818
0.06% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,184
shares
|
$721,417
0.13% of portfolio
|
Q3 2025
Reduced 69.09%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$719,208
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
7,078
shares
|
$710,772
0.1% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
7,061
shares
|
$709,065
0.21% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,017
shares
|
$704,647
0.02% of portfolio
|
Q2 2025
Added 131.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,943
shares
|
$697,216
0.08% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,929
shares
|
$695,810
0.06% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$689,082
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
6,766
shares
|
$679,441
0.11% of portfolio
|
Q3 2025
Reduced 10.84%
|