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 |
|---|---|---|---|---|---|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,990
shares
|
$501,095
0.44% of portfolio
|
Q2 2025
Added 396.89%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$499,288
0.0% of portfolio
|
Q2 2025
Reduced 78.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,233
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
4,834
shares
|
$485,430
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,828
shares
|
$484,827
0.01% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
4,816
shares
|
$483,622
0.09% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
4,777
shares
|
$479,706
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,777
shares
|
$479,706
0.27% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,774
shares
|
$479,405
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,743
shares
|
$476,292
0.01% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
4,701
shares
|
$472,074
0.12% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,695
shares
|
$471,471
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Spinnaker Investment Group, LLC
|
Oct 10, 2025 Q3 2025 |
4,642
shares
|
$466,149
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
4,630
shares
|
$464,944
0.13% of portfolio
|
Q3 2025
Reduced 94.19%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
4,623
shares
|
$464,241
0.27% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
4,621
shares
|
$464,040
0.13% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$462,534
0.06% of portfolio
|
Q2 2025
Reduced 92.31%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$460,526
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,584
shares
|
$460,325
0.08% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,482
shares
|
$450,082
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,061
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$441,848
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,347
shares
|
$436,525
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spg Advisors LLC
Kirkland, WA |
Aug 18, 2025 Q2 2025 |
4,346
shares
|
$436,425
5.25% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,343
shares
|
$436,124
0.05% of portfolio
|
Q3 2025
Added 31.25%
|