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 |
|---|---|---|---|---|---|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
264,404
shares
|
$26.6 Million
2.23% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
263,078
shares
|
$26.4 Million
0.46% of portfolio
|
Q2 2025
Added 154.93%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
262,212
shares
|
$26.3 Million
2.92% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
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%
|
|
|
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
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
254,916
shares
|
$25.6 Million
2.9% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
254,403
shares
|
$25.5 Million
12.13% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.4 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
250,441
shares
|
$25.1 Million
8.39% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
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%
|
|
|
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%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
232,466
shares
|
$23.3 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
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%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
223,412
shares
|
$22.4 Million
1.46% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
223,157
shares
|
$22.4 Million
14.67% of portfolio
|
Q3 2025
Reduced 65.23%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
217,385
shares
|
$21.8 Million
1.77% of portfolio
|
Q3 2025
Added 121.87%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 22, 2025 Q3 2025 |
216,734
shares
|
$21.8 Million
3.88% of portfolio
|
Q3 2025
Reduced 17.86%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
214,170
shares
|
$21.5 Million
9.74% of portfolio
|
Q3 2025
Added 12.6%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
211,757
shares
|
$21.3 Million
12.51% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
208,701
shares
|
$21 Million
0.99% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
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%
|