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 |
|---|---|---|---|---|---|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
168,139
shares
|
$16.9 Million
8.33% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
167,941
shares
|
$16.9 Million
3.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
167,879
shares
|
$16.9 Million
11.81% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
167,685
shares
|
$16.8 Million
12.71% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
165,785
shares
|
$16.6 Million
5.11% of portfolio
|
Q2 2025
Added 201.33%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
164,381
shares
|
$16.5 Million
1.27% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
163,135
shares
|
$16.4 Million
4.32% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
161,310
shares
|
$16.2 Million
1.09% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
161,000
shares
|
$16.2 Million
5.78% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
157,750
shares
|
$15.8 Million
1.27% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
157,589
shares
|
$15.8 Million
1.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
155,510
shares
|
$15.6 Million
2.66% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
155,404
shares
|
$15.6 Million
0.51% of portfolio
|
Q2 2025
Added 7.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
155,336
shares
|
$15.6 Million
0.09% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
153,944
shares
|
$15.5 Million
0.2% of portfolio
|
Q3 2025
Added 29.23%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
151,407
shares
|
$15.2 Million
3.95% of portfolio
|
Q3 2025
Added 121.39%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
149,453
shares
|
$15 Million
3.92% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
148,874
shares
|
$14.9 Million
1.53% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
147,542
shares
|
$14.8 Million
0.09% of portfolio
|
Q2 2025
Added 143.53%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
147,422
shares
|
$14.8 Million
10.51% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Aug 14, 2025 Q2 2025 |
147,337
shares
|
$14.8 Million
2.9% of portfolio
|
Q2 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
147,068
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
145,914
shares
|
$14.7 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
145,540
shares
|
$14.6 Million
6.19% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
143,411
shares
|
$14.4 Million
1.27% of portfolio
|
Q1 2025
Reduced 6.0%
|