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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
202,465
shares
|
$20.3 Million
0.52% of portfolio
|
Q3 2025
Added 262.78%
|
|
|
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%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
196,913
shares
|
$19.8 Million
0.08% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
195,683
shares
|
$19.7 Million
0.06% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
194,639
shares
|
$19.5 Million
10.75% of portfolio
|
Q2 2025
Reduced 58.59%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
193,045
shares
|
$19.4 Million
10.69% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
190,734
shares
|
$19.2 Million
0.11% of portfolio
|
Q3 2025
Added 59.63%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
188,965
shares
|
$19 Million
0.98% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
188,597
shares
|
$18.9 Million
0.47% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
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%
|
|
|
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%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
184,490
shares
|
$18.5 Million
0.91% of portfolio
|
Q3 2025
Added 2117.43%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
181,496
shares
|
$18.2 Million
8.97% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
180,670
shares
|
$18.1 Million
10.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
178,794
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Added 463.25%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
175,854
shares
|
$17.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
175,766
shares
|
$17.7 Million
9.25% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
173,246
shares
|
$17.4 Million
0.71% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
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%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
172,866
shares
|
$17.4 Million
0.3% of portfolio
|
Q3 2025
Added 73.98%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
171,745
shares
|
$17.2 Million
4.43% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
169,768
shares
|
$17 Million
2.99% of portfolio
|
Q3 2025
Reduced 98.35%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
169,744
shares
|
$17 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%
|