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 |
|---|---|---|---|---|---|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
3,195
shares
|
$321,033
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,126
shares
|
$314,100
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,112
shares
|
$312,693
0.24% of portfolio
|
Q2 2025
Added 1947.37%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,071
shares
|
$308,574
0.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$307,468
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$307,468
0.0% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
3,021
shares
|
$303,550
0.18% of portfolio
|
Q2 2025
Reduced 92.06%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$301,440
0.21% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$301,440
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
2,993
shares
|
$300,736
0.07% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
2,971
shares
|
$298,526
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Jul 15, 2025 Q2 2025 |
2,892
shares
|
$290,588
0.07% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,802
shares
|
$281,544
0.0% of portfolio
|
Q2 2025
Reduced 84.18%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,772
shares
|
$278,530
0.1% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,756
shares
|
$276,922
0.2% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,756
shares
|
$276,922
0.07% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,721
shares
|
$273,406
0.05% of portfolio
|
Q2 2025
Reduced 65.21%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,706
shares
|
$271,898
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,691
shares
|
$270,391
0.09% of portfolio
|
Q2 2025
Reduced 96.77%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,655
shares
|
$266,774
0.04% of portfolio
|
Q2 2025
Reduced 33.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
2,638
shares
|
$265,066
0.03% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,628
shares
|
$264,061
0.02% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
2,622
shares
|
$263,458
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
2,554
shares
|
$256,625
0.04% of portfolio
|
Q2 2025
Reduced 43.71%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
2,553
shares
|
$256,525
0.13% of portfolio
|
Q2 2025
Added 19.58%
|