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 973 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
46,846
shares
|
$4.71 Million
0.67% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
46,161
shares
|
$4.64 Million
0.57% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Rd Finance LTD
Limassol, G4 |
Aug 06, 2025 Q2 2025 |
46,000
shares
|
$4.62 Million
6.05% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
45,591
shares
|
$4.58 Million
0.06% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
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%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Aug 15, 2025 Q2 2025 |
45,366
shares
|
$4.56 Million
1.55% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
44,621
shares
|
$4.49 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Enhancing Capital LLC
|
Jul 11, 2025 Q2 2025 |
44,476
shares
|
$4.47 Million
3.42% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
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 |
Aug 19, 2025 Q2 2025 |
44,027
shares
|
$4.43 Million
0.22% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
43,930
shares
|
$4.42 Million
1.12% of portfolio
|
Q2 2025
Added 100.59%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
43,867
shares
|
$4.41 Million
3.67% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
43,716
shares
|
$4.39 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
43,416
shares
|
$4.36 Million
0.47% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
43,071
shares
|
$4.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 44.92%
|
|
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
42,779
shares
|
$4.3 Million
0.3% of portfolio
|
Q2 2025
Added 63.25%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
42,623
shares
|
$4.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 46.7%
|
|
|
Hollow Brook Wealth Management LLC
|
Aug 13, 2025 Q2 2025 |
42,077
shares
|
$4.23 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
41,757
shares
|
$4.2 Million
1.0% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
41,737
shares
|
$4.2 Million
3.14% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
41,661
shares
|
$4.19 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.01%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
41,437
shares
|
$4.17 Million
0.07% of portfolio
|
Q2 2025
Added 104.59%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
40,993
shares
|
$4.12 Million
3.55% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
40,195
shares
|
$4.04 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
40,060
shares
|
$4.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.21%
|