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 |
|---|---|---|---|---|---|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,160
shares
|
$417,996
0.1% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
4,140
shares
|
$415,987
0.25% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
4,112
shares
|
$413,173
0.15% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
4,078
shares
|
$409,757
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,066
shares
|
$408,551
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,062
shares
|
$408,149
0.03% of portfolio
|
Q2 2025
Added 82.73%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,020
shares
|
$403,929
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,008
shares
|
$402,723
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
4,004
shares
|
$402,321
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,994
shares
|
$401,317
0.16% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
3,980
shares
|
$399,910
0.13% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,977
shares
|
$399,608
0.17% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,965
shares
|
$398,403
0.06% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
3,920
shares
|
$393,881
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,900
shares
|
$391,872
0.39% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,862
shares
|
$388,053
0.1% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,801
shares
|
$381,924
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$381,824
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$379,613
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$376,800
0.06% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
3,744
shares
|
$376,197
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,705
shares
|
$372,278
0.04% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
3,700
shares
|
$371,776
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
3,692
shares
|
$370,972
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,637
shares
|
$365,445
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|