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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
331,023
shares
|
$33.3 Million
3.4% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
330,983
shares
|
$33.3 Million
0.27% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
330,699
shares
|
$33.2 Million
13.05% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
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%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
319,800
shares
|
$32.1 Million
18.65% of portfolio
|
Q2 2025
Reduced 60.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
318,126
shares
|
$32 Million
0.26% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
314,162
shares
|
$31.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
312,240
shares
|
$31.4 Million
6.14% of portfolio
|
Q2 2025
Added 44.93%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
311,957
shares
|
$31.3 Million
5.95% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
301,719
shares
|
$30.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
298,730
shares
|
$30 Million
0.17% of portfolio
|
Q2 2025
Added 8.93%
|
|
|
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%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
293,215
shares
|
$29.5 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%
|
|
|
3 Edge Asset Management, LP
|
Jul 31, 2025 Q2 2025 |
282,901
shares
|
$28.4 Million
2.06% of portfolio
|
Q2 2025
Added 22.33%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
280,604
shares
|
$28.2 Million
3.38% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
279,996
shares
|
$28.1 Million
0.68% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
277,904
shares
|
$27.9 Million
9.67% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
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%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
264,750
shares
|
$26.6 Million
6.22% of portfolio
|
Q2 2025
Reduced 20.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
263,858
shares
|
$26.5 Million
4.49% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
262,451
shares
|
$26.4 Million
1.09% of portfolio
|
Q2 2025
Reduced 82.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
260,709
shares
|
$26.2 Million
4.73% of portfolio
|
Q2 2025
Added 43.56%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
259,700
shares
|
$26.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 77.12%
|