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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
200,365
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2025
Added 4.8%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
198,504
shares
|
$19.9 Million
10.9% of portfolio
|
Q2 2025
Reduced 18.46%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
194,639
shares
|
$19.6 Million
10.75% of portfolio
|
Q2 2025
Reduced 58.59%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
190,201
shares
|
$19.1 Million
9.33% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Jul 31, 2025 Q2 2025 |
188,087
shares
|
$18.9 Million
10.32% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
187,783
shares
|
$18.9 Million
0.07% of portfolio
|
Q2 2025
Added 4814.5%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
184,960
shares
|
$18.6 Million
1.02% of portfolio
|
Q2 2025
Reduced 63.67%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
184,315
shares
|
$18.5 Million
0.63% of portfolio
|
Q2 2025
Reduced 24.71%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
181,168
shares
|
$18.2 Million
11.61% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
178,794
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Added 463.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
177,657
shares
|
$17.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
177,027
shares
|
$17.8 Million
0.26% of portfolio
|
Q2 2025
Added 5.66%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jul 28, 2025 Q2 2025 |
175,110
shares
|
$17.6 Million
6.97% of portfolio
|
Q2 2025
Added 914.6%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
173,840
shares
|
$17.5 Million
0.33% of portfolio
|
Q2 2025
Reduced 86.46%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
173,475
shares
|
$17.4 Million
6.57% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
172,906
shares
|
$17.4 Million
0.07% of portfolio
|
Q2 2025
Added 23.77%
|
|
|
Gibraltar Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
172,100
shares
|
$17.3 Million
2.65% of portfolio
|
Q2 2025
Reduced 33.57%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
170,838
shares
|
$17.2 Million
7.37% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
169,744
shares
|
$17.1 Million
1.61% of portfolio
|
Q2 2025
Added 258.89%
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
168,284
shares
|
$16.9 Million
6.17% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Aug 14, 2025 Q2 2025 |
167,525
shares
|
$16.8 Million
13.37% of portfolio
|
Q2 2025
Added 193.77%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
166,972
shares
|
$16.8 Million
11.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
166,392
shares
|
$16.7 Million
0.72% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
165,785
shares
|
$16.7 Million
5.11% of portfolio
|
Q2 2025
Added 201.33%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Jul 23, 2025 Q2 2025 |
165,775
shares
|
$16.7 Million
8.98% of portfolio
|
Q2 2025
Reduced 10.79%
|