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 |
|---|---|---|---|---|---|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
1,962
shares
|
$197,141
0.02% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
1,954
shares
|
$196,337
0.08% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,819
shares
|
$182,773
0.05% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,812
shares
|
$182,069
0.02% of portfolio
|
Q1 2025
Added 508.05%
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Jul 29, 2025 Q2 2025 |
1,770
shares
|
$177,849
13.62% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,751
shares
|
$175,940
0.13% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,735
shares
|
$174,332
0.0% of portfolio
|
Q2 2025
Reduced 90.06%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,599
shares
|
$160,667
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,527
shares
|
$153,432
0.01% of portfolio
|
Q2 2025
Reduced 92.95%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$150,720
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,472
shares
|
$147,906
0.01% of portfolio
|
Q3 2024
Added 2236.51%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,400
shares
|
$140,672
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,334
shares
|
$134,040
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,184
shares
|
$118,968
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,158
shares
|
$116,355
0.04% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,105
shares
|
$111,030
0.04% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,101
shares
|
$110,628
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
1,000
shares
|
$100,480
0.03% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
995
shares
|
$99,977
0.02% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
945
shares
|
$94,953
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
890
shares
|
$89,427
0.0% of portfolio
|
Q2 2025
Reduced 51.58%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
836
shares
|
$84,001
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
807
shares
|
$81,087
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$75,661
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
750
shares
|
$75,360
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|