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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
29,808
shares
|
$2.99 Million
0.79% of portfolio
|
Q2 2025
Added 41.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
29,585
shares
|
$2.97 Million
0.57% of portfolio
|
Q2 2025
Reduced 17.73%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
29,454
shares
|
$2.96 Million
0.11% of portfolio
|
Q1 2025
Added 121.46%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
29,065
shares
|
$2.92 Million
0.24% of portfolio
|
Q2 2025
Reduced 85.68%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
29,024
shares
|
$2.91 Million
0.18% of portfolio
|
Q1 2025
Added 200.77%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Jul 21, 2025 Q2 2025 |
28,883
shares
|
$2.9 Million
2.32% of portfolio
|
Q2 2025
Added 44.02%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
28,830
shares
|
$2.89 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
28,491
shares
|
$2.86 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
28,412
shares
|
$2.85 Million
0.32% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
28,407
shares
|
$2.85 Million
0.13% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.83 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
28,203
shares
|
$2.83 Million
0.39% of portfolio
|
Q1 2025
Added 18.02%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Apr 29, 2025 Q1 2025 |
28,052
shares
|
$2.82 Million
2.68% of portfolio
|
Q1 2025
Added 66.04%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
28,040
shares
|
$2.81 Million
2.55% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
27,777
shares
|
$2.79 Million
0.19% of portfolio
|
Q1 2025
Reduced 18.8%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
27,663
shares
|
$2.78 Million
0.64% of portfolio
|
Q1 2025
Added 57.24%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
27,632
shares
|
$2.77 Million
0.27% of portfolio
|
Q1 2025
Reduced 31.23%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
27,276
shares
|
$2.74 Million
0.69% of portfolio
|
Q1 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
27,050
shares
|
$2.72 Million
0.44% of portfolio
|
Q1 2025
Added 901.85%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
27,018
shares
|
$2.71 Million
2.83% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Sprott Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
26,934
shares
|
$2.7 Million
0.17% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
26,677
shares
|
$2.68 Million
1.15% of portfolio
|
Q1 2025
Reduced 23.69%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
26,547
shares
|
$2.66 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
26,495
shares
|
$2.66 Million
0.59% of portfolio
|
Q1 2025
Added 92.55%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
26,338
shares
|
$2.64 Million
0.08% of portfolio
|
Q2 2025
New holding
|