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 1,021 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 |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,746
shares
|
$577,013
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Oct 29, 2025 Q3 2025 |
5,738
shares
|
$576,209
0.47% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
5,653
shares
|
$567,674
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,630
shares
|
$565,364
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,575
shares
|
$559,841
0.06% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,525
shares
|
$554,820
0.22% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,450
shares
|
$547,289
0.08% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,447
shares
|
$546,987
0.14% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,433
shares
|
$545,581
0.01% of portfolio
|
Q3 2025
Reduced 85.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,426
shares
|
$544,878
0.04% of portfolio
|
Q3 2025
Added 46.97%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,374
shares
|
$539,657
0.06% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
5,326
shares
|
$534,836
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,326
shares
|
$534,836
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
5,325
shares
|
$534,736
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,303
shares
|
$532,527
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,302
shares
|
$532,426
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
5,290
shares
|
$531,221
0.26% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Perennial Advisors, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
5,288
shares
|
$531,020
0.09% of portfolio
|
Q3 2025
Added 5.46%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
5,238
shares
|
$525,999
0.02% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,121
shares
|
$514,250
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
5,100
shares
|
$512,142
0.16% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,070
shares
|
$509,129
0.42% of portfolio
|
Q2 2025
Added 89.89%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$502,702
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$502,100
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
4,992
shares
|
$501,296
0.36% of portfolio
|
Q2 2025
Reduced 27.13%
|