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 1,018 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 |
|---|---|---|---|---|---|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
516,722
shares
|
$51.9 Million
13.37% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
503,305
shares
|
$50.5 Million
0.38% of portfolio
|
Q3 2025
Added 513.39%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
501,698
shares
|
$50.4 Million
0.12% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
487,889
shares
|
$49 Million
8.91% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
468,871
shares
|
$47.1 Million
15.78% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
454,080
shares
|
$45.6 Million
2.71% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
446,509
shares
|
$44.8 Million
1.51% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
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%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
433,169
shares
|
$43.5 Million
3.7% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
427,151
shares
|
$42.9 Million
0.06% of portfolio
|
Q3 2025
Added 24.91%
|
|
|
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%
|
|
|
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%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
405,884
shares
|
$40.8 Million
0.06% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
402,349
shares
|
$40.4 Million
0.46% of portfolio
|
Q3 2025
Added 37.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
396,671
shares
|
$39.8 Million
0.12% of portfolio
|
Q3 2025
Added 278.82%
|
|
|
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 25, 2025 Q2 2025 |
391,426
shares
|
$39.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 26.93%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
390,824
shares
|
$39.2 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
389,783
shares
|
$39.1 Million
1.98% of portfolio
|
Q3 2025
Added 15318.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
384,792
shares
|
$38.6 Million
6.12% of portfolio
|
Q3 2025
Added 47.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
383,691
shares
|
$38.5 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%
|