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 967 institutions that hold shares in the stock, with a total of 388 Million shares, which have been reported (via 13F filing form) to have a value of $39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
140,007
shares
|
$14.1 Million
0.27% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Aug 12, 2025 Q2 2025 |
139,023
shares
|
$14 Million
12.59% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
137,856
shares
|
$13.9 Million
0.2% of portfolio
|
Q2 2025
Added 64.34%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
136,046
shares
|
$13.7 Million
9.51% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
134,506
shares
|
$13.5 Million
0.6% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
131,256
shares
|
$13.2 Million
1.07% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
130,982
shares
|
$13.2 Million
0.61% of portfolio
|
Q2 2025
Added 21.18%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
130,453
shares
|
$13.1 Million
2.09% of portfolio
|
Q2 2025
Added 111.27%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
126,827
shares
|
$12.7 Million
8.6% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
125,353
shares
|
$12.6 Million
24.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
125,143
shares
|
$12.6 Million
0.17% of portfolio
|
Q2 2025
Added 2332.32%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
124,602
shares
|
$12.5 Million
9.11% of portfolio
|
Q2 2025
New holding
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
121,218
shares
|
$12.2 Million
1.55% of portfolio
|
Q2 2025
Reduced 68.82%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
119,483
shares
|
$12 Million
0.08% of portfolio
|
Q2 2025
Added 74.87%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
119,120
shares
|
$12 Million
0.17% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
118,463
shares
|
$11.9 Million
1.41% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
117,994
shares
|
$11.9 Million
3.07% of portfolio
|
Q2 2025
Added 34.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
117,214
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
116,132
shares
|
$11.7 Million
4.97% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
114,726
shares
|
$11.5 Million
0.46% of portfolio
|
Q2 2025
Added 71.24%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
114,515
shares
|
$11.5 Million
0.99% of portfolio
|
Q2 2025
Added 23.89%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
113,154
shares
|
$11.4 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Aug 13, 2025 Q2 2025 |
112,438
shares
|
$11.3 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
112,158
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
112,084
shares
|
$11.3 Million
0.09% of portfolio
|
Q2 2025
Added 132.46%
|