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 |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,816
shares
|
$282,782
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,812
shares
|
$282,381
0.0% of portfolio
|
Q3 2025
Added 34.42%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,802
shares
|
$281,376
0.0% of portfolio
|
Q2 2025
Reduced 84.18%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
2,772
shares
|
$278,364
0.1% of portfolio
|
Q2 2025
Reduced 9.44%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,768
shares
|
$277,962
0.05% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
2,760
shares
|
$277,159
0.2% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
2,756
shares
|
$276,757
0.07% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 25, 2025 Q2 2025 |
2,756
shares
|
$276,757
0.2% of portfolio
|
Q2 2025
Reduced 17.95%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 17, 2025 Q3 2025 |
2,695
shares
|
$270,631
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 03, 2025 Q3 2025 |
2,694
shares
|
$270,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 17, 2025 Q3 2025 |
2,654
shares
|
$266,514
0.08% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,628
shares
|
$263,903
0.02% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
2,622
shares
|
$263,301
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Oct 07, 2025 Q3 2025 |
2,580
shares
|
$259,083
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
2,558
shares
|
$256,874
0.1% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
2,554
shares
|
$256,472
0.04% of portfolio
|
Q2 2025
Reduced 43.71%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
2,551
shares
|
$256,171
0.04% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Impac Tfolio, LLC
|
Oct 03, 2025 Q3 2025 |
2,518
shares
|
$252,857
0.11% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
2,512
shares
|
$252,255
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,511
shares
|
$252,154
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,509
shares
|
$251,953
0.01% of portfolio
|
Q2 2025
Added 102.34%
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
2,500
shares
|
$251,050
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
2,490
shares
|
$250,045
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,480
shares
|
$249,041
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,456
shares
|
$246,631
0.03% of portfolio
|
Q3 2025
Reduced 48.15%
|