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 907 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
185,824
shares
|
$18.7 Million
11.4% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
181,609
shares
|
$18.3 Million
3.97% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
179,058
shares
|
$18 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
178,702
shares
|
$18 Million
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
177,674
shares
|
$17.9 Million
3.56% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
175,485
shares
|
$17.7 Million
0.03% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Apr 24, 2025 Q1 2025 |
174,758
shares
|
$17.6 Million
11.75% of portfolio
|
Q1 2025
Added 13.65%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
169,140
shares
|
$17 Million
5.55% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
167,540
shares
|
$16.9 Million
0.26% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
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
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
165,074
shares
|
$16.6 Million
6.72% of portfolio
|
Q1 2025
Added 192.49%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
161,338
shares
|
$16.2 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
161,227
shares
|
$16.2 Million
13.66% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
157,589
shares
|
$15.9 Million
1.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
154,239
shares
|
$15.5 Million
0.74% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
152,674
shares
|
$15.4 Million
6.44% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
152,665
shares
|
$15.4 Million
0.15% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
152,347
shares
|
$15.3 Million
6.85% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Twelve Points Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
152,134
shares
|
$15.3 Million
4.29% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
151,414
shares
|
$15.2 Million
0.25% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Sterling Investment Advisors LLC
|
Apr 24, 2025 Q1 2025 |
151,327
shares
|
$15.2 Million
8.58% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
151,038
shares
|
$15.2 Million
3.11% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
150,290
shares
|
$15.1 Million
2.11% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
150,274
shares
|
$15.1 Million
0.55% of portfolio
|
Q1 2025
Added 102.83%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
148,595
shares
|
$15 Million
10.61% of portfolio
|
Q1 2025
Reduced 3.25%
|