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 925 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
192,787,521
shares
|
$19.4 Billion
3.1% of portfolio
|
Q2 2025
Added 545715.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
10,232,857
shares
|
$1.03 Billion
0.08% of portfolio
|
Q1 2025
Added 216.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
6,485,389
shares
|
$651 Million
0.18% of portfolio
|
Q1 2025
Added 578.24%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
6,289,775
shares
|
$631 Million
0.05% of portfolio
|
Q1 2025
Added 20.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
5,943,668
shares
|
$597 Million
0.24% of portfolio
|
Q1 2025
Added 40.31%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,311,219
shares
|
$332 Million
0.65% of portfolio
|
Q1 2025
Added 3869.95%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,928,316
shares
|
$294 Million
0.11% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
2,370,040
shares
|
$238 Million
3.5% of portfolio
|
Q2 2025
Added 21.95%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,172,224
shares
|
$218 Million
0.02% of portfolio
|
Q1 2025
Added 34.51%
|
|
|
Equity Investment Corp
Atlanta, GA |
May 02, 2025 Q1 2025 |
2,059,727
shares
|
$207 Million
4.96% of portfolio
|
Q1 2025
Added 106.13%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,057,083
shares
|
$206 Million
0.05% of portfolio
|
Q1 2025
Added 130.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,834
shares
|
$190 Million
0.12% of portfolio
|
Q3 2024
Added 61.2%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
1,882,439
shares
|
$189 Million
18.42% of portfolio
|
Q1 2025
Added 177.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,802,016
shares
|
$181 Million
0.43% of portfolio
|
Q4 2024
Reduced 33.06%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,716,119
shares
|
$172 Million
0.31% of portfolio
|
Q2 2025
Added 90.4%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,693,588
shares
|
$170 Million
0.03% of portfolio
|
Q1 2025
Added 64.96%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,691,613
shares
|
$170 Million
5.74% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,545,788
shares
|
$155 Million
5.43% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
1,536,118
shares
|
$154 Million
2.78% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,493,945
shares
|
$150 Million
1.16% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,483,426
shares
|
$149 Million
8.19% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Awm Capital, LLC
|
May 07, 2025 Q1 2025 |
1,448,186
shares
|
$145 Million
23.0% of portfolio
|
Q1 2025
Added 27.41%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,442,066
shares
|
$145 Million
7.4% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,431,734
shares
|
$144 Million
0.12% of portfolio
|
Q1 2025
Added 14.46%
|