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 1,018 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 |
|---|---|---|---|---|---|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
143,397
shares
|
$14.4 Million
1.27% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
142,948
shares
|
$14.4 Million
9.11% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
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%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 21, 2025 Q3 2025 |
141,051
shares
|
$14.2 Million
1.56% of portfolio
|
Q3 2025
Added 19.07%
|
|
|
Vigilare Wealth Management
|
Oct 01, 2025 Q3 2025 |
140,873
shares
|
$14.1 Million
6.03% of portfolio
|
Q3 2025
Reduced 65.4%
|
|
|
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%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
138,190
shares
|
$13.9 Million
0.6% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
137,856
shares
|
$13.8 Million
0.2% of portfolio
|
Q2 2025
Added 64.34%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 27, 2025 Q3 2025 |
136,767
shares
|
$13.7 Million
5.47% of portfolio
|
Q3 2025
Added 30.99%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
135,224
shares
|
$13.6 Million
2.02% of portfolio
|
Q3 2025
Reduced 34.66%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
133,816
shares
|
$13.4 Million
5.26% of portfolio
|
Q3 2025
Reduced 9.46%
|
|
|
Farnam Financial LLC
Phoenix, AZ |
Oct 23, 2025 Q3 2025 |
132,287
shares
|
$13.3 Million
10.35% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Monarch Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
131,699
shares
|
$13.2 Million
3.29% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
131,256
shares
|
$13.2 Million
1.06% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
|
Crown Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
130,779
shares
|
$13.1 Million
4.49% of portfolio
|
Q3 2025
Added 20.83%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
128,012
shares
|
$12.9 Million
0.34% of portfolio
|
Q3 2025
Added 834.46%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Oct 23, 2025 Q3 2025 |
125,874
shares
|
$12.6 Million
3.7% of portfolio
|
Q3 2025
Added 21.4%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
125,353
shares
|
$12.6 Million
24.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
120,866
shares
|
$12.1 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
120,427
shares
|
$12.1 Million
7.94% of portfolio
|
Q3 2025
Added 24.72%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
119,631
shares
|
$12 Million
4.88% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
119,044
shares
|
$12 Million
9.18% of portfolio
|
Q3 2025
Added 87.35%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
118,621
shares
|
$11.9 Million
3.66% of portfolio
|
Q3 2025
Added 1214.94%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
117,816
shares
|
$11.8 Million
5.31% of portfolio
|
Q3 2025
Added 47.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
117,368
shares
|
$11.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.17%
|