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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
748,815
shares
|
$75.2 Million
0.47% of portfolio
|
Q2 2025
Added 558.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
742,000
shares
|
$74.6 Million
0.07% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
734,129
shares
|
$73.8 Million
0.0% of portfolio
|
Q2 2024
Added 103.36%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
724,972
shares
|
$72.8 Million
0.1% of portfolio
|
Q2 2025
Added 53.99%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
702,062
shares
|
$70.5 Million
18.41% of portfolio
|
Q2 2025
Added 50.5%
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
674,506
shares
|
$67.8 Million
15.91% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
670,827
shares
|
$67.4 Million
56.76% of portfolio
|
Q2 2025
Added 13.83%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
663,339
shares
|
$66.7 Million
1.64% of portfolio
|
Q2 2025
Added 26.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
658,303
shares
|
$66.1 Million
0.09% of portfolio
|
Q2 2025
Added 81.8%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
645,900
shares
|
$64.9 Million
3.29% of portfolio
|
Q2 2025
Added 41.44%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
635,800
shares
|
$63.9 Million
17.94% of portfolio
|
Q2 2025
Added 19.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
630,981
shares
|
$63.4 Million
1.27% of portfolio
|
Q2 2025
Added 15.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
629,085
shares
|
$63.2 Million
6.28% of portfolio
|
Q2 2025
Reduced 25.26%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
618,125
shares
|
$62.1 Million
35.49% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
608,670
shares
|
$61.2 Million
5.98% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
601,611
shares
|
$60.4 Million
3.79% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
583,689
shares
|
$58.6 Million
1.61% of portfolio
|
Q4 2023
Added 15.67%
|
|
|
One Day In July LLC
|
Aug 04, 2025 Q2 2025 |
568,737
shares
|
$57.1 Million
5.19% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
Aug 14, 2025 Q2 2025 |
566,000
shares
|
$56.9 Million
18.39% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Arjuna Capital
|
Aug 13, 2025 Q2 2025 |
550,859
shares
|
$55.4 Million
15.09% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
539,392
shares
|
$54.2 Million
1.9% of portfolio
|
Q2 2023
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
537,977
shares
|
$54.1 Million
52.21% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
529,734
shares
|
$53.2 Million
19.63% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
519,308
shares
|
$52.2 Million
0.03% of portfolio
|
Q2 2025
Added 101.6%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
508,187
shares
|
$51.1 Million
0.37% of portfolio
|
Q2 2025
New holding
|