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 1,015 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
350,127
shares
|
$35.2 Million
12.67% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
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%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
340,752
shares
|
$34.2 Million
0.73% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
331,023
shares
|
$33.2 Million
3.4% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
330,983
shares
|
$33.2 Million
0.27% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Aug 14, 2025 Q2 2025 |
327,531
shares
|
$32.9 Million
1.93% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
318,126
shares
|
$31.9 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
314,779
shares
|
$31.6 Million
5.8% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
314,162
shares
|
$31.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
311,037
shares
|
$31.2 Million
1.29% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
298,730
shares
|
$30 Million
0.17% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
296,147
shares
|
$29.7 Million
3.35% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
295,286
shares
|
$29.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.17%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
293,215
shares
|
$29.4 Million
0.35% of portfolio
|
Q2 2025
Added 223.03%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
288,010
shares
|
$28.9 Million
2.91% of portfolio
|
Q2 2025
Reduced 42.83%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
287,551
shares
|
$28.9 Million
0.74% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
283,548
shares
|
$28.5 Million
6.27% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
283,443
shares
|
$28.5 Million
1.73% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
280,796
shares
|
$28.2 Million
0.15% of portfolio
|
Q2 2025
Added 17.68%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
275,629
shares
|
$27.7 Million
0.14% of portfolio
|
Q2 2025
Added 26.36%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
273,695
shares
|
$27.5 Million
0.96% of portfolio
|
Q2 2025
Added 17.67%
|