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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
2,551
shares
|
$256,324
0.05% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
2,528
shares
|
$254,013
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
2,512
shares
|
$252,405
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,509
shares
|
$252,104
0.01% of portfolio
|
Q2 2025
Added 102.34%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
2,506
shares
|
$251,802
0.01% of portfolio
|
Q2 2025
Reduced 48.87%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
2,491
shares
|
$250,295
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,490
shares
|
$250,195
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$250,094
0.02% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,484
shares
|
$249,592
0.21% of portfolio
|
Q1 2025
Added 67.95%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,480
shares
|
$249,190
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
2,468
shares
|
$247,984
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,450
shares
|
$246,176
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
2,450
shares
|
$246,176
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,408
shares
|
$241,955
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
2,393
shares
|
$240,448
0.1% of portfolio
|
Q1 2025
Added 70.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,370
shares
|
$238,137
0.02% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,350
shares
|
$236,128
0.03% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
2,322
shares
|
$233,314
0.02% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
2,318
shares
|
$232,912
0.04% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,313
shares
|
$232,410
0.04% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Buckhead Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
2,293
shares
|
$230,400
0.09% of portfolio
|
Q4 2024
Reduced 48.59%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,255
shares
|
$226,582
0.11% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,236
shares
|
$224,673
0.18% of portfolio
|
Q2 2025
Reduced 95.14%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
2,224
shares
|
$223,467
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,219
shares
|
$222,965
0.0% of portfolio
|
Q2 2025
Reduced 5.05%
|