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 907 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
687,743
shares
|
$69.2 Million
0.08% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
682,448
shares
|
$68.7 Million
0.59% of portfolio
|
Q1 2025
Added 42.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
671,770
shares
|
$67.6 Million
0.23% of portfolio
|
Q1 2025
Reduced 44.06%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
653,140
shares
|
$65.8 Million
43.37% of portfolio
|
Q1 2025
Added 23.79%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
650,494
shares
|
$65.5 Million
1.06% of portfolio
|
Q1 2025
Added 122.21%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jan 23, 2025 Q4 2024 |
637,022
shares
|
$64.1 Million
29.45% of portfolio
|
Q4 2024
New holding
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
May 12, 2025 Q1 2025 |
621,184
shares
|
$62.5 Million
8.83% of portfolio
|
Q1 2025
Added 147.34%
|
|
|
Lee Johnson Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
601,864
shares
|
$60.6 Million
32.28% of portfolio
|
Q1 2025
Reduced 6.85%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
601,611
shares
|
$60.6 Million
3.79% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
590,085
shares
|
$59.4 Million
1.91% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
589,334
shares
|
$59.3 Million
59.9% of portfolio
|
Q1 2025
Added 29.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
583,689
shares
|
$58.8 Million
1.61% of portfolio
|
Q4 2023
Added 15.67%
|
|
|
Norbert Lou
Punch Card Management L.P. | Winter Park, Fl
|
May 15, 2025 Q1 2025 |
581,100
shares
|
$58.5 Million
27.0% of portfolio
|
Q2 2024
Added 2215.14%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
569,098
shares
|
$57.3 Million
5.74% of portfolio
|
Q1 2025
Added 35.94%
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
560,157
shares
|
$56.4 Million
56.47% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
550,330
shares
|
$55.4 Million
3.92% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
546,328
shares
|
$55 Million
1.4% of portfolio
|
Q1 2025
Added 210.77%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
539,392
shares
|
$54.3 Million
1.9% of portfolio
|
Q2 2023
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
537,430
shares
|
$54.1 Million
5.77% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
535,657
shares
|
$53.9 Million
0.05% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
May 05, 2025 Q1 2025 |
533,200
shares
|
$53.7 Million
17.16% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
522,407
shares
|
$52.6 Million
1.47% of portfolio
|
Q1 2025
Reduced 20.95%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
509,156
shares
|
$51.3 Million
2.03% of portfolio
|
Q1 2025
Added 524.12%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
503,802
shares
|
$50.7 Million
5.64% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
485,800
shares
|
$48.9 Million
14.02% of portfolio
|
Q1 2025
Added 790.33%
|