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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
50,651
shares
|
$5.08 Million
0.76% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
50,644
shares
|
$5.08 Million
0.91% of portfolio
|
Q1 2025
Added 138.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
50,388
shares
|
$5.06 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
49,980
shares
|
$5.02 Million
4.89% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Financial LLC
|
Jul 18, 2025 Q2 2025 |
49,675
shares
|
$4.99 Million
0.54% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Scratch Capital LLC
Boise, ID |
Jul 11, 2025 Q2 2025 |
48,743
shares
|
$4.89 Million
3.99% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
48,217
shares
|
$4.84 Million
0.05% of portfolio
|
Q1 2025
Added 233.11%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
47,297
shares
|
$4.75 Million
0.54% of portfolio
|
Q1 2025
Reduced 32.74%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
47,015
shares
|
$4.72 Million
0.89% of portfolio
|
Q1 2025
Added 31.1%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
46,745
shares
|
$4.69 Million
0.15% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
46,157
shares
|
$4.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
45,395
shares
|
$4.56 Million
1.96% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
45,308
shares
|
$4.55 Million
2.65% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
44,920
shares
|
$4.51 Million
0.34% of portfolio
|
Q1 2025
Added 1431.54%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
44,668
shares
|
$4.48 Million
1.21% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
44,650
shares
|
$4.48 Million
3.51% of portfolio
|
Q1 2025
Added 117.95%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
44,476
shares
|
$4.46 Million
3.42% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
44,265
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.98%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
44,145
shares
|
$4.43 Million
1.15% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
44,102
shares
|
$4.43 Million
0.39% of portfolio
|
Q2 2025
Reduced 86.41%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
43,678
shares
|
$4.38 Million
0.15% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
43,642
shares
|
$4.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 29.39%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
43,479
shares
|
$4.36 Million
3.41% of portfolio
|
Q1 2025
Reduced 22.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
43,102
shares
|
$4.33 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
42,949
shares
|
$4.31 Million
2.1% of portfolio
|
Q1 2025
Reduced 8.34%
|