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 921 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
70,323
shares
|
$7.08 Million
2.42% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
69,940
shares
|
$7.04 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
69,002
shares
|
$6.94 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
68,802
shares
|
$6.92 Million
5.4% of portfolio
|
Q1 2025
Reduced 79.22%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
68,328
shares
|
$6.88 Million
0.05% of portfolio
|
Q1 2025
Added 351.13%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
66,996
shares
|
$6.74 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
66,699
shares
|
$6.71 Million
0.15% of portfolio
|
Q1 2025
Reduced 26.22%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
66,626
shares
|
$6.7 Million
1.59% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
66,349
shares
|
$6.68 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
65,956
shares
|
$6.64 Million
0.01% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
J2 Capital Management Inc
|
Jul 21, 2025 Q2 2025 |
65,736
shares
|
$6.62 Million
5.53% of portfolio
|
Q2 2025
Reduced 42.13%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
65,636
shares
|
$6.6 Million
0.21% of portfolio
|
Q1 2025
Added 3.15%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 21, 2025 Q1 2025 |
64,797
shares
|
$6.52 Million
3.78% of portfolio
|
Q1 2025
Added 7.64%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
64,100
shares
|
$6.45 Million
6.1% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Jul 16, 2025 Q2 2025 |
63,541
shares
|
$6.39 Million
6.31% of portfolio
|
Q2 2025
Added 28.88%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
63,367
shares
|
$6.38 Million
0.4% of portfolio
|
Q1 2025
Added 20.5%
|
|
|
Norris Perne & French LLP
Grand Rapids, MI |
Jul 17, 2025 Q2 2025 |
63,110
shares
|
$6.35 Million
0.47% of portfolio
|
Q2 2025
Added 55.16%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
62,938
shares
|
$6.33 Million
1.29% of portfolio
|
Q1 2025
Added 107.28%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
62,295
shares
|
$6.27 Million
0.24% of portfolio
|
Q1 2025
Reduced 31.89%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
62,257
shares
|
$6.26 Million
0.18% of portfolio
|
Q2 2025
Added 25.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
62,239
shares
|
$6.26 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
61,960
shares
|
$6.24 Million
0.34% of portfolio
|
Q2 2025
Reduced 20.36%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
May 07, 2025 Q1 2025 |
61,747
shares
|
$6.21 Million
0.99% of portfolio
|
Q1 2025
Reduced 51.6%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
61,595
shares
|
$6.2 Million
4.68% of portfolio
|
Q2 2024
Added 33.02%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Apr 22, 2025 Q1 2025 |
60,761
shares
|
$6.11 Million
5.44% of portfolio
|
Q2 2024
Added 9.62%
|