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 |
|---|---|---|---|---|---|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
26,204
shares
|
$2.63 Million
0.2% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jul 22, 2025 Q2 2025 |
26,157
shares
|
$2.63 Million
3.39% of portfolio
|
Q2 2025
Added 192.45%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
25,570
shares
|
$2.57 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
25,449
shares
|
$2.55 Million
1.68% of portfolio
|
Q2 2025
Added 60.49%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
25,448
shares
|
$2.55 Million
0.26% of portfolio
|
Q1 2025
Added 12.25%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
25,392
shares
|
$2.55 Million
0.19% of portfolio
|
Q2 2025
Added 482.65%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
25,296
shares
|
$2.54 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
24,983
shares
|
$2.51 Million
1.56% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
May 08, 2025 Q1 2025 |
24,816
shares
|
$2.49 Million
0.16% of portfolio
|
Q1 2025
Reduced 38.54%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
24,735
shares
|
$2.48 Million
0.74% of portfolio
|
Q1 2025
Added 95.55%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
24,704
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 78.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
24,646
shares
|
$2.47 Million
0.04% of portfolio
|
Q1 2025
Added 617.29%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
24,346
shares
|
$2.44 Million
0.05% of portfolio
|
Q1 2025
Added 616.06%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Jul 15, 2025 Q2 2025 |
24,279
shares
|
$2.44 Million
0.94% of portfolio
|
Q2 2025
Reduced 41.08%
|
|
|
Guidance Capital, Inc
Lousville, KY |
May 05, 2025 Q1 2025 |
24,117
shares
|
$2.42 Million
0.74% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
24,084
shares
|
$2.42 Million
2.04% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
23,380
shares
|
$2.35 Million
0.1% of portfolio
|
Q2 2025
Added 54.33%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
23,312
shares
|
$2.34 Million
0.02% of portfolio
|
Q1 2025
Added 16.19%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
May 12, 2025 Q1 2025 |
23,299
shares
|
$2.34 Million
0.01% of portfolio
|
Q1 2025
Added 318.37%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
23,208
shares
|
$2.33 Million
0.18% of portfolio
|
Q2 2025
Added 66.75%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
23,205
shares
|
$2.33 Million
0.95% of portfolio
|
Q2 2025
Added 27.42%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
21,957
shares
|
$2.2 Million
0.68% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
21,900
shares
|
$2.2 Million
0.61% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
21,734
shares
|
$2.18 Million
0.31% of portfolio
|
Q1 2025
Added 16.36%
|