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 959 institutions that hold shares in the stock, with a total of 384 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
164,381
shares
|
$16.5 Million
1.27% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
157,750
shares
|
$15.9 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%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
154,346
shares
|
$15.5 Million
7.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
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
|
$15 Million
1.53% of portfolio
|
Q2 2025
Added 19.98%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
148,008
shares
|
$14.9 Million
1.0% of portfolio
|
Q2 2025
Added 23.95%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
147,790
shares
|
$14.8 Million
6.09% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
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
|
|
|
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%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
144,996
shares
|
$14.6 Million
9.74% of portfolio
|
Q2 2025
Added 114.58%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
143,694
shares
|
$14.4 Million
6.53% of portfolio
|
Q2 2025
Added 211.94%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
143,544
shares
|
$14.4 Million
3.97% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
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%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
143,397
shares
|
$14.4 Million
1.27% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
143,015
shares
|
$14.4 Million
10.44% of portfolio
|
Q2 2025
Added 708.77%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
142,686
shares
|
$14.3 Million
14.19% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
140,635
shares
|
$14.1 Million
2.94% of portfolio
|
Q2 2025
Added 20.94%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
140,412
shares
|
$14.1 Million
0.17% of portfolio
|
Q2 2025
Added 6376.57%
|