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 |
|---|---|---|---|---|---|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
2,218
shares
|
$222,864
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 12, 2025 Q2 2025 |
2,203
shares
|
$221,357
0.03% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$221,056
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
2,193
shares
|
$220,352
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
2,150
shares
|
$216,032
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
2,127
shares
|
$213,720
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
2,105
shares
|
$211,510
0.17% of portfolio
|
Q2 2025
Reduced 88.4%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
2,092
shares
|
$210,204
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,082
shares
|
$209,199
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
2,073
shares
|
$208,295
0.0% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,072
shares
|
$208,194
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
2,065
shares
|
$207,491
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,057
shares
|
$206,687
0.07% of portfolio
|
Q1 2023
Reduced 49.17%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,051
shares
|
$206,084
0.04% of portfolio
|
Q2 2025
Reduced 54.5%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,022
shares
|
$203,170
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,010
shares
|
$201,964
0.07% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
2,004
shares
|
$201,361
0.04% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$200,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$200,960
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$200,960
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$200,960
0.09% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
2,000
shares
|
$200,960
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,994
shares
|
$200,357
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
1,990
shares
|
$199,955
0.02% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,988
shares
|
$199,754
0.02% of portfolio
|
Q2 2025
New holding
|