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 923 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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
100,427
shares
|
$10.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 10.32%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
99,926
shares
|
$10 Million
1.36% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Anson Capital, Inc.
|
May 07, 2025 Q1 2025 |
99,789
shares
|
$10 Million
10.37% of portfolio
|
Q1 2025
Reduced 4.12%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
99,359
shares
|
$9.97 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
98,115
shares
|
$9.85 Million
0.41% of portfolio
|
Q1 2025
Added 188.7%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
95,089
shares
|
$9.54 Million
1.06% of portfolio
|
Q1 2025
Added 24.21%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
95,018
shares
|
$9.54 Million
0.85% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
94,606
shares
|
$9.5 Million
3.81% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
93,499
shares
|
$9.38 Million
0.1% of portfolio
|
Q1 2025
Added 49.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
92,551
shares
|
$9.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
92,430
shares
|
$9.28 Million
1.05% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
92,049
shares
|
$9.24 Million
0.23% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
91,776
shares
|
$9.21 Million
4.25% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
90,770
shares
|
$9.11 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
89,704
shares
|
$9 Million
4.34% of portfolio
|
Q2 2025
Reduced 19.07%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
89,698
shares
|
$9 Million
0.9% of portfolio
|
Q1 2025
Added 39.07%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
88,931
shares
|
$8.93 Million
0.02% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
88,865
shares
|
$8.92 Million
4.28% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
87,552
shares
|
$8.79 Million
2.55% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Montgomery Investment Management Inc
|
Jul 18, 2025 Q2 2025 |
87,500
shares
|
$8.78 Million
3.56% of portfolio
|
Q2 2025
Added 90.13%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
84,938
shares
|
$8.53 Million
2.2% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
84,902
shares
|
$8.52 Million
0.77% of portfolio
|
Q4 2024
Added 57.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
83,918
shares
|
$8.42 Million
0.11% of portfolio
|
Q1 2025
Added 9.4%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
83,883
shares
|
$8.42 Million
0.13% of portfolio
|
Q1 2025
Added 7.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
83,854
shares
|
$8.42 Million
0.05% of portfolio
|
Q1 2025
Added 30.53%
|