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 |
|---|---|---|---|---|---|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
503,025
shares
|
$50.5 Million
24.37% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
484,569
shares
|
$48.7 Million
9.36% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
474,431
shares
|
$47.7 Million
0.13% of portfolio
|
Q2 2025
Added 74.54%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
440,428
shares
|
$44.3 Million
5.21% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
437,840
shares
|
$44 Million
1.12% of portfolio
|
Q2 2025
Reduced 25.8%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
425,774
shares
|
$42.8 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
418,153
shares
|
$42 Million
2.74% of portfolio
|
Q2 2025
Reduced 24.02%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
417,900
shares
|
$42 Million
26.79% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
409,829
shares
|
$41.2 Million
0.12% of portfolio
|
Q2 2025
Added 19.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
408,387
shares
|
$41 Million
1.49% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
407,137
shares
|
$40.9 Million
16.0% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
395,173
shares
|
$39.7 Million
1.86% of portfolio
|
Q2 2025
Reduced 49.45%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
393,918
shares
|
$39.6 Million
0.06% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
392,505
shares
|
$39.4 Million
1.87% of portfolio
|
Q2 2025
Added 26.42%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
392,339
shares
|
$39.4 Million
0.82% of portfolio
|
Q2 2025
Added 77.25%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
391,426
shares
|
$39.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
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%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
379,998
shares
|
$38.2 Million
11.87% of portfolio
|
Q2 2025
Reduced 9.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
374,371
shares
|
$37.6 Million
1.45% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
366,909
shares
|
$36.9 Million
1.04% of portfolio
|
Q2 2025
Added 520.47%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
356,478
shares
|
$35.8 Million
0.54% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
355,230
shares
|
$35.7 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
353,423
shares
|
$35.5 Million
1.54% of portfolio
|
Q4 2024
Added 1088.54%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$34.9 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
341,969
shares
|
$34.4 Million
0.05% of portfolio
|
Q2 2025
Added 94.87%
|