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 1,015 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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
784,560
shares
|
$78.8 Million
1.29% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
769,590
shares
|
$77.3 Million
0.24% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
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%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
742,045
shares
|
$74.5 Million
6.52% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
742,000
shares
|
$74.5 Million
0.07% of portfolio
|
Q2 2025
Added 7.89%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
737,879
shares
|
$74.1 Million
24.1% of portfolio
|
Q3 2025
Added 39.29%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
734,129
shares
|
$73.7 Million
0.0% of portfolio
|
Q2 2024
Added 103.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
728,389
shares
|
$73.1 Million
0.1% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
678,724
shares
|
$68.2 Million
17.42% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Nov 04, 2025 Q3 2025 |
678,216
shares
|
$68.1 Million
18.72% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
666,085
shares
|
$66.9 Million
5.87% of portfolio
|
Q3 2025
Added 9.43%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
663,339
shares
|
$66.6 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%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Oct 09, 2025 Q3 2025 |
647,593
shares
|
$65 Million
27.83% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
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%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Oct 28, 2025 Q3 2025 |
611,051
shares
|
$61.4 Million
53.42% of portfolio
|
Q3 2025
Added 13.58%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
601,611
shares
|
$60.4 Million
3.79% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
595,970
shares
|
$59.8 Million
2.83% of portfolio
|
Q3 2025
Reduced 7.73%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
583,689
shares
|
$58.6 Million
1.61% of portfolio
|
Q4 2023
Added 15.67%
|
|
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
Aug 14, 2025 Q2 2025 |
566,000
shares
|
$56.8 Million
18.39% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
546,955
shares
|
$54.9 Million
0.36% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Equity Investment Corp
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
543,572
shares
|
$54.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 40.68%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
539,392
shares
|
$54.2 Million
1.9% of portfolio
|
Q2 2023
New holding
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
524,601
shares
|
$52.7 Million
14.88% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
519,308
shares
|
$52.1 Million
0.03% of portfolio
|
Q2 2025
Added 101.6%
|