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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
83,065
shares
|
$8.34 Million
0.08% of portfolio
|
Q2 2025
Added 626.16%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
81,301
shares
|
$8.16 Million
0.54% of portfolio
|
Q1 2025
Added 106.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
81,065
shares
|
$8.14 Million
0.13% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
78,199
shares
|
$7.85 Million
0.02% of portfolio
|
Q1 2025
Added 111.74%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
77,800
shares
|
$7.81 Million
0.33% of portfolio
|
Q1 2025
Added 46.74%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 14, 2025 Q2 2025 |
77,686
shares
|
$7.8 Million
1.58% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
77,672
shares
|
$7.8 Million
0.27% of portfolio
|
Q1 2025
Reduced 5.84%
|
|
|
Cypress Capital, LLC
|
Apr 25, 2025 Q1 2025 |
77,438
shares
|
$7.77 Million
2.25% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Farrow Financial Inc.
Randolph, VT |
May 09, 2025 Q1 2025 |
77,394
shares
|
$7.77 Million
5.24% of portfolio
|
Q1 2025
Added 164.58%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
75,839
shares
|
$7.61 Million
0.42% of portfolio
|
Q1 2025
Reduced 30.64%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
75,792
shares
|
$7.61 Million
0.1% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
75,377
shares
|
$7.57 Million
1.65% of portfolio
|
Q2 2025
Added 54.67%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
75,272
shares
|
$7.56 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
75,218
shares
|
$7.55 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
74,755
shares
|
$7.5 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
74,551
shares
|
$7.48 Million
1.47% of portfolio
|
Q1 2025
Added 12.29%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
74,392
shares
|
$7.47 Million
0.73% of portfolio
|
Q2 2025
Reduced 16.53%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
73,824
shares
|
$7.41 Million
1.44% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
73,559
shares
|
$7.38 Million
1.41% of portfolio
|
Q1 2025
Added 159.5%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
72,349
shares
|
$7.26 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
71,949
shares
|
$7.22 Million
0.45% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
71,507
shares
|
$7.18 Million
0.18% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
71,282
shares
|
$7.15 Million
0.35% of portfolio
|
Q2 2025
Added 20.77%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
71,234
shares
|
$7.15 Million
0.23% of portfolio
|
Q1 2025
Added 33.52%
|