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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
2,083
shares
|
$209,174
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
2,073
shares
|
$208,170
0.0% of portfolio
|
Q2 2025
Reduced 87.1%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
2,065
shares
|
$207,367
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
2,057
shares
|
$206,563
0.07% of portfolio
|
Q1 2023
Reduced 49.17%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,051
shares
|
$205,961
0.04% of portfolio
|
Q2 2025
Reduced 54.5%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
2,040
shares
|
$204,856
0.12% of portfolio
|
Q3 2025
Reduced 65.09%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
2,033
shares
|
$204,153
0.04% of portfolio
|
Q3 2025
Added 83.98%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,010
shares
|
$201,844
0.06% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
2,009
shares
|
$201,743
0.05% of portfolio
|
Q3 2025
Reduced 42.15%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
2,004
shares
|
$201,241
0.04% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
2,001
shares
|
$200,940
0.16% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
2,000
shares
|
$200,840
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$200,840
0.09% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
2,000
shares
|
$200,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 04, 2025 Q3 2025 |
2,000
shares
|
$200,840
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Nov 05, 2025 Q3 2025 |
2,000
shares
|
$200,840
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,994
shares
|
$200,237
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Quantum Capital Management, LLC
Northfield, NJ |
Aug 14, 2025 Q2 2025 |
1,990
shares
|
$199,835
0.02% of portfolio
|
Q2 2025
Reduced 29.48%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
1,988
shares
|
$199,634
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Delta Accumulation, LLC
Sausalito, CA |
Aug 13, 2025 Q2 2025 |
1,962
shares
|
$197,024
0.02% of portfolio
|
Q2 2025
Reduced 31.23%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
1,805
shares
|
$181,258
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Jul 29, 2025 Q2 2025 |
1,770
shares
|
$177,743
13.62% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
1,735
shares
|
$174,228
0.0% of portfolio
|
Q2 2025
Reduced 90.06%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
1,599
shares
|
$160,571
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
1,500
shares
|
$150,630
0.05% of portfolio
|
Q2 2025
New holding
|