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 907 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
470,806
shares
|
$47.4 Million
0.07% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
469,985
shares
|
$47.3 Million
33.5% of portfolio
|
Q1 2025
Added 6277.87%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
466,499
shares
|
$47 Million
13.07% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
463,481
shares
|
$46.7 Million
0.04% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
460,566
shares
|
$46.4 Million
2.66% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
456,664
shares
|
$46 Million
2.57% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
448,839
shares
|
$45.2 Million
0.57% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
442,313
shares
|
$44.5 Million
1.68% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
430,875
shares
|
$43.4 Million
5.59% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
428,786
shares
|
$43.2 Million
1.64% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
424,534
shares
|
$42.7 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
421,838
shares
|
$42.5 Million
14.37% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
419,222
shares
|
$42.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Apr 07, 2025 Q1 2025 |
406,851
shares
|
$41 Million
26.73% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
388,814
shares
|
$39.1 Million
5.34% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
388,692
shares
|
$39.1 Million
0.07% of portfolio
|
Q1 2025
Added 49.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
383,691
shares
|
$38.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
379,384
shares
|
$38.2 Million
1.09% of portfolio
|
Q1 2025
Added 81.98%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
362,103
shares
|
$36.5 Million
0.05% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
358,500
shares
|
$36.1 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
357,064
shares
|
$35.9 Million
15.0% of portfolio
|
Q1 2025
Added 15.78%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
353,423
shares
|
$35.6 Million
1.54% of portfolio
|
Q4 2024
Added 1088.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$35 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
341,755
shares
|
$34.4 Million
0.11% of portfolio
|
Q1 2025
Added 34.06%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
340,079
shares
|
$34.2 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.7%
|