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 |
|---|---|---|---|---|---|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
Aug 13, 2025 Q2 2025 |
1,472
shares
|
$147,818
0.01% of portfolio
|
Q3 2024
Added 2236.51%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
1,459
shares
|
$146,512
0.01% of portfolio
|
Q2 2025
Reduced 19.48%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 08, 2025 Q3 2025 |
1,400
shares
|
$140,588
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,357
shares
|
$136,269
0.01% of portfolio
|
Q3 2025
Reduced 11.13%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,334
shares
|
$133,960
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
1,184
shares
|
$118,897
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
1,172
shares
|
$117,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
1,158
shares
|
$116,286
0.04% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,156
shares
|
$116,085
0.0% of portfolio
|
Q3 2025
Added 29.89%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,101
shares
|
$110,562
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
1,005
shares
|
$100,922
0.09% of portfolio
|
Q3 2025
Reduced 57.95%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
995
shares
|
$99,917
0.02% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
973
shares
|
$97,708
0.01% of portfolio
|
Q3 2025
Reduced 99.14%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Oct 22, 2025 Q3 2025 |
950
shares
|
$95,399
0.04% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
945
shares
|
$94,896
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
899
shares
|
$90,277
0.01% of portfolio
|
Q3 2025
Added 114.05%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
836
shares
|
$83,951
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
808
shares
|
$81,139
0.02% of portfolio
|
Q3 2025
Added 15.76%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
807
shares
|
$81,038
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$75,616
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
750
shares
|
$75,315
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
745
shares
|
$74,812
0.15% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
738
shares
|
$74,109
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
700
shares
|
$70,294
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
690
shares
|
$69,289
0.02% of portfolio
|
Q3 2025
Added 1.02%
|