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 |
|---|---|---|---|---|---|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
21,554
shares
|
$2.16 Million
1.02% of portfolio
|
Q1 2025
Added 51.53%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
21,388
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Added 18.09%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,197
shares
|
$2.13 Million
0.02% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
20,924
shares
|
$2.1 Million
0.11% of portfolio
|
Q1 2025
Added 176.85%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,848
shares
|
$2.09 Million
0.95% of portfolio
|
Q1 2025
Added 43.41%
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
20,400
shares
|
$2.05 Million
0.39% of portfolio
|
Q1 2025
Added 36.57%
|
|
|
Ervin Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
20,354
shares
|
$2.04 Million
1.39% of portfolio
|
Q2 2025
Added 69.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
20,293
shares
|
$2.04 Million
0.02% of portfolio
|
Q1 2025
Added 13.61%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
20,254
shares
|
$2.03 Million
0.04% of portfolio
|
Q1 2025
Added 45.08%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
19,966
shares
|
$2 Million
0.26% of portfolio
|
Q1 2025
Reduced 47.6%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
19,779
shares
|
$1.99 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Silver Lake Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
19,689
shares
|
$1.98 Million
0.85% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Apr 29, 2025 Q1 2025 |
19,572
shares
|
$1.96 Million
1.05% of portfolio
|
Q1 2025
Added 125.15%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
19,006
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.78%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
18,981
shares
|
$1.91 Million
0.11% of portfolio
|
Q1 2025
Added 58.41%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
18,904
shares
|
$1.9 Million
0.06% of portfolio
|
Q2 2025
Added 16.05%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
18,889
shares
|
$1.9 Million
0.28% of portfolio
|
Q1 2025
Added 768.46%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
18,850
shares
|
$1.89 Million
2.07% of portfolio
|
Q1 2025
Reduced 6.52%
|
|
|
Walker Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
18,834
shares
|
$1.89 Million
1.19% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
18,829
shares
|
$1.89 Million
0.78% of portfolio
|
Q1 2025
Added 371.9%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
18,824
shares
|
$1.89 Million
1.94% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Esg Planning
Santa Clara, CA |
May 02, 2025 Q1 2025 |
18,799
shares
|
$1.89 Million
1.27% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
18,798
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 62.3%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
18,678
shares
|
$1.87 Million
0.32% of portfolio
|
Q2 2025
New holding
|