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 |
|---|---|---|---|---|---|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$499,586
0.0% of portfolio
|
Q2 2025
Reduced 78.66%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,916
shares
|
$493,959
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,901
shares
|
$492,452
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,524
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
4,834
shares
|
$485,720
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,828
shares
|
$485,117
0.01% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,774
shares
|
$479,691
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,743
shares
|
$476,576
0.01% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,737
shares
|
$475,973
0.07% of portfolio
|
Q2 2025
Added 47.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,704
shares
|
$472,657
0.02% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,695
shares
|
$471,753
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
4,652
shares
|
$467,432
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
4,621
shares
|
$464,318
0.13% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$462,810
0.06% of portfolio
|
Q2 2025
Reduced 92.31%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$460,801
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,505
shares
|
$452,662
0.03% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,482
shares
|
$450,351
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
4,456
shares
|
$447,738
0.02% of portfolio
|
Q2 2025
Added 123.02%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,327
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$442,112
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,347
shares
|
$436,786
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,277
shares
|
$429,752
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,234
shares
|
$425,432
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
4,215
shares
|
$423,523
0.13% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$418,097
0.08% of portfolio
|
Q3 2024
Added 1.34%
|