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 |
|---|---|---|---|---|---|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
258,059
shares
|
$25.9 Million
3.58% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
256,050
shares
|
$25.7 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
255,164
shares
|
$25.6 Million
3.13% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Jul 28, 2025 Q2 2025 |
252,770
shares
|
$25.4 Million
18.19% of portfolio
|
Q2 2025
Added 70.11%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
247,000
shares
|
$24.8 Million
1.78% of portfolio
|
Q2 2025
Reduced 76.26%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
246,952
shares
|
$24.8 Million
14.18% of portfolio
|
Q2 2025
Added 41.31%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
243,730
shares
|
$24.5 Million
3.06% of portfolio
|
Q2 2025
Reduced 24.17%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
241,423
shares
|
$24.3 Million
2.97% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
238,619
shares
|
$24 Million
0.12% of portfolio
|
Q1 2025
Added 19.9%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
238,041
shares
|
$23.9 Million
1.24% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
236,059
shares
|
$23.7 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Aug 12, 2025 Q2 2025 |
233,941
shares
|
$23.5 Million
2.65% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
233,829
shares
|
$23.5 Million
1.3% of portfolio
|
Q2 2025
Reduced 49.23%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
232,835
shares
|
$23.4 Million
11.33% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
231,055
shares
|
$23.2 Million
5.25% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
225,280
shares
|
$22.6 Million
3.29% of portfolio
|
Q2 2025
Added 11.07%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
224,714
shares
|
$22.6 Million
1.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
220,261
shares
|
$22.1 Million
1.19% of portfolio
|
Q2 2025
New holding
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
213,689
shares
|
$21.5 Million
16.3% of portfolio
|
Q2 2025
Added 4.39%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
210,738
shares
|
$21.2 Million
2.9% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
208,327
shares
|
$20.9 Million
2.95% of portfolio
|
Q2 2025
Added 2691.09%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
206,967
shares
|
$20.8 Million
3.84% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
206,941
shares
|
$20.8 Million
0.68% of portfolio
|
Q2 2025
Added 37.71%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
205,536
shares
|
$20.7 Million
1.86% of portfolio
|
Q2 2025
Added 3.16%
|