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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
6,558
shares
|
$658,947
0.03% of portfolio
|
Q2 2025
Reduced 15.01%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
6,518
shares
|
$654,928
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
6,484
shares
|
$651,512
0.46% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,471
shares
|
$650,206
0.05% of portfolio
|
Q2 2025
Reduced 72.64%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
6,447
shares
|
$647,794
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,389
shares
|
$641,966
0.01% of portfolio
|
Q2 2025
Reduced 91.03%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,270
shares
|
$630,009
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
6,103
shares
|
$613,229
0.03% of portfolio
|
Q2 2025
Added 20.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
6,066
shares
|
$609,511
0.0% of portfolio
|
Q2 2025
Reduced 70.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,052
shares
|
$608,104
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
6,036
shares
|
$606,497
0.16% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
6,025
shares
|
$605,392
0.26% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,994
shares
|
$602,277
0.08% of portfolio
|
Q2 2025
Reduced 77.84%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
5,977
shares
|
$600,568
0.22% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
5,967
shares
|
$599,564
0.31% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,886
shares
|
$591,425
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
5,875
shares
|
$590,320
0.02% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$589,817
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
5,870
shares
|
$589,817
0.07% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
5,862
shares
|
$589,013
0.24% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
5,843
shares
|
$587,104
0.37% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
5,837
shares
|
$586,501
0.16% of portfolio
|
Q2 2025
Added 87.81%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
5,829
shares
|
$585,697
0.11% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,746
shares
|
$577,358
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,705
shares
|
$573,238
0.04% of portfolio
|
Q2 2025
Added 17.44%
|