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 |
|---|---|---|---|---|---|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,278
shares
|
$329,176
0.07% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,264
shares
|
$327,770
0.01% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,264
shares
|
$327,770
0.0% of portfolio
|
Q2 2025
Added 28.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,201
shares
|
$321,444
0.01% of portfolio
|
Q2 2025
Reduced 88.76%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
3,200
shares
|
$321,344
0.17% of portfolio
|
Q3 2025
Reduced 3.03%
|
|
|
Ycg, LLC
|
Oct 28, 2025 Q3 2025 |
3,138
shares
|
$315,117
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,135
shares
|
$314,816
0.35% of portfolio
|
Q3 2025
Reduced 46.74%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,126
shares
|
$313,912
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,112
shares
|
$312,507
0.24% of portfolio
|
Q2 2025
Added 1947.37%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
3,112
shares
|
$312,507
0.03% of portfolio
|
Q3 2025
Added 31.31%
|
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 08, 2025 Q3 2025 |
3,100
shares
|
$311,302
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
3,078
shares
|
$309,092
0.17% of portfolio
|
Q3 2025
Added 24.72%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,071
shares
|
$308,389
0.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
3,061
shares
|
$307,385
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Dean, Jacobson Financial Services, LLC
|
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$307,285
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
3,060
shares
|
$307,285
0.0% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
3,053
shares
|
$306,582
0.16% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$301,260
0.21% of portfolio
|
Q2 2025
Added 36.36%
|
|
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
Aug 14, 2025 Q2 2025 |
3,000
shares
|
$301,260
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
2,993
shares
|
$300,557
0.07% of portfolio
|
Q2 2025
Added 37.1%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
2,988
shares
|
$300,054
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Westbourne Investments, Inc.
Arlington, VA |
Nov 06, 2025 Q3 2025 |
2,900
shares
|
$291,218
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,867
shares
|
$287,904
0.04% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,854
shares
|
$286,598
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
2,831
shares
|
$284,289
0.05% of portfolio
|
Q3 2025
Added 33.1%
|