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 |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
36,415
shares
|
$3.65 Million
0.28% of portfolio
|
Q1 2025
Added 187.41%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
35,925
shares
|
$3.61 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.65%
|
|
|
Night Owl Capital Management, LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
35,411
shares
|
$3.55 Million
0.5% of portfolio
|
Q1 2025
Added 43.05%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
35,381
shares
|
$3.55 Million
0.67% of portfolio
|
Q1 2025
Added 15.29%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
34,648
shares
|
$3.48 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
34,375
shares
|
$3.45 Million
2.48% of portfolio
|
Q2 2025
Added 38.01%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
34,297
shares
|
$3.44 Million
1.28% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
33,953
shares
|
$3.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
33,849
shares
|
$3.4 Million
1.42% of portfolio
|
Q2 2025
Reduced 48.06%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
33,558
shares
|
$3.37 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.35 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
32,535
shares
|
$3.27 Million
2.75% of portfolio
|
Q1 2025
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
32,347
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 24.19%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
31,786
shares
|
$3.19 Million
0.38% of portfolio
|
Q1 2025
Reduced 14.87%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
31,743
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
31,708
shares
|
$3.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
31,394
shares
|
$3.15 Million
0.08% of portfolio
|
Q2 2025
Added 169.99%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
31,285
shares
|
$3.14 Million
0.4% of portfolio
|
Q1 2025
Reduced 13.02%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
31,092
shares
|
$3.12 Million
0.79% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
30,933
shares
|
$3.1 Million
1.36% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
30,917
shares
|
$3.1 Million
1.03% of portfolio
|
Q2 2025
Reduced 32.18%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
30,648
shares
|
$3.08 Million
0.49% of portfolio
|
Q2 2025
Reduced 14.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
30,243
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
5th Street Advisors, LLC
|
May 15, 2025 Q1 2025 |
30,109
shares
|
$3.02 Million
1.47% of portfolio
|
Q1 2025
New holding
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
May 14, 2025 Q1 2025 |
30,039
shares
|
$3.02 Million
0.81% of portfolio
|
Q1 2025
Reduced 6.12%
|