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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
42,900
shares
|
$4.31 Million
2.19% of portfolio
|
Q1 2025
Added 90.18%
|
|
|
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%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
42,570
shares
|
$4.27 Million
1.58% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Wisconsin Capital Management LLC
|
May 13, 2025 Q1 2025 |
41,988
shares
|
$4.21 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
May 06, 2025 Q1 2025 |
41,816
shares
|
$4.2 Million
0.08% of portfolio
|
Q1 2025
Reduced 25.32%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
41,785
shares
|
$4.19 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
41,737
shares
|
$4.19 Million
3.14% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
41,703
shares
|
$4.19 Million
0.79% of portfolio
|
Q1 2025
Reduced 73.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
41,667
shares
|
$4.18 Million
0.09% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
41,218
shares
|
$4.14 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.94%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
40,935
shares
|
$4.11 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
40,400
shares
|
$4.05 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
40,295
shares
|
$4.04 Million
0.43% of portfolio
|
Q1 2025
Reduced 11.36%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
40,123
shares
|
$4.03 Million
3.87% of portfolio
|
Q1 2025
Added 11.46%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
40,101
shares
|
$4.02 Million
0.62% of portfolio
|
Q1 2025
Added 303.19%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
39,830
shares
|
$4 Million
0.35% of portfolio
|
Q1 2025
Reduced 31.58%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
39,646
shares
|
$3.98 Million
0.23% of portfolio
|
Q2 2025
Added 32.37%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
38,754
shares
|
$3.89 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
38,285
shares
|
$3.84 Million
3.61% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
38,116
shares
|
$3.83 Million
0.77% of portfolio
|
Q1 2025
Added 28.6%
|
|
|
Greenspring Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
38,055
shares
|
$3.82 Million
0.93% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Apr 18, 2025 Q1 2025 |
38,032
shares
|
$3.82 Million
2.25% of portfolio
|
Q1 2025
Reduced 35.36%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
37,860
shares
|
$3.8 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
37,546
shares
|
$3.77 Million
0.2% of portfolio
|
Q1 2025
Added 215.17%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
37,536
shares
|
$3.77 Million
2.93% of portfolio
|
Q2 2025
Reduced 48.38%
|