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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
147,684
shares
|
$14.9 Million
0.64% of portfolio
|
Q1 2025
Added 291.84%
|
|
|
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%
|
|
|
Smith Anglin Financial, LLC
|
Apr 09, 2025 Q1 2025 |
147,014
shares
|
$14.8 Million
1.77% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
146,277
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
143,945
shares
|
$14.5 Million
0.51% of portfolio
|
Q1 2025
Added 269.89%
|
|
|
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%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
142,686
shares
|
$14.4 Million
14.19% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
141,154
shares
|
$14.2 Million
5.76% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
139,695
shares
|
$14.1 Million
0.06% of portfolio
|
Q1 2025
Added 30.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
137,573
shares
|
$13.9 Million
1.21% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
137,330
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
May 07, 2025 Q1 2025 |
136,113
shares
|
$13.7 Million
10.11% of portfolio
|
Q1 2025
Reduced 10.4%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
135,344
shares
|
$13.6 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Apr 10, 2025 Q1 2025 |
134,686
shares
|
$13.6 Million
4.54% of portfolio
|
Q1 2025
Added 271.21%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
May 12, 2025 Q1 2025 |
132,062
shares
|
$13.3 Million
9.74% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
125,353
shares
|
$12.6 Million
24.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
124,079
shares
|
$12.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
124,012
shares
|
$12.5 Million
0.05% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
121,527
shares
|
$12.2 Million
0.41% of portfolio
|
Q1 2025
Added 153.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
119,412
shares
|
$12 Million
0.88% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
117,457
shares
|
$11.8 Million
5.5% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
117,214
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
116,296
shares
|
$11.7 Million
3.92% of portfolio
|
Q1 2025
Added 819.48%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
116,284
shares
|
$11.7 Million
2.72% of portfolio
|
Q1 2025
Reduced 12.39%
|