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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,234
shares
|
$425,178
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
4,209
shares
|
$422,667
0.12% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
4,196
shares
|
$421,362
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$417,847
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
4,140
shares
|
$415,738
0.24% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
4,085
shares
|
$410,215
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,062
shares
|
$407,906
0.03% of portfolio
|
Q2 2025
Added 82.73%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,020
shares
|
$403,688
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Nov 05, 2025 Q3 2025 |
4,006
shares
|
$402,282
0.15% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,000
shares
|
$401,680
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Oct 15, 2025 Q3 2025 |
3,977
shares
|
$399,370
21.73% of portfolio
|
Q3 2025
New holding
|
|
|
Guild Investment Management, Inc.
|
Nov 05, 2025 Q3 2025 |
3,900
shares
|
$391,638
0.39% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Cypress Advisory Group LLC
Scottsdale, AZ |
Oct 29, 2025 Q3 2025 |
3,900
shares
|
$391,638
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Northland Capital Management LLC
|
Oct 29, 2025 Q3 2025 |
3,890
shares
|
$390,633
0.25% of portfolio
|
Q3 2025
Added 13.74%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
3,885
shares
|
$390,131
0.01% of portfolio
|
Q3 2025
Reduced 43.23%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,862
shares
|
$387,822
0.1% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$381,596
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$379,386
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$376,575
0.06% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
3,738
shares
|
$375,369
0.01% of portfolio
|
Q3 2025
Reduced 20.54%
|
|
|
Wt Wealth Management
|
Oct 21, 2025 Q3 2025 |
3,735
shares
|
$375,068
0.11% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,705
shares
|
$372,056
0.04% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Nov 06, 2025 Q3 2025 |
3,700
shares
|
$371,554
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
3,666
shares
|
$368,139
0.11% of portfolio
|
Q3 2025
Reduced 7.89%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,632
shares
|
$364,725
0.25% of portfolio
|
Q4 2024
New holding
|