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 925 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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,373,968
shares
|
$138 Million
0.36% of portfolio
|
Q1 2025
Added 33.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,359,561
shares
|
$136 Million
0.78% of portfolio
|
Q1 2025
Added 51.4%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
1,283,761
shares
|
$129 Million
2.73% of portfolio
|
Q1 2025
Added 567.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,226,852
shares
|
$123 Million
0.04% of portfolio
|
Q1 2025
Added 10.29%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,192,384
shares
|
$120 Million
5.64% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,181,615
shares
|
$119 Million
0.24% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
1,175,672
shares
|
$118 Million
0.24% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,143,900
shares
|
$115 Million
0.18% of portfolio
|
Q1 2025
Added 24.01%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
1,135,200
shares
|
$114 Million
0.36% of portfolio
|
Q1 2025
Added 1292.88%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
1,072,775
shares
|
$108 Million
8.4% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
1,040,253
shares
|
$104 Million
8.1% of portfolio
|
Q1 2025
Added 414.41%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
979,083
shares
|
$98.3 Million
1.46% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
899,512
shares
|
$90.3 Million
0.5% of portfolio
|
Q1 2025
Added 99.12%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
897,841
shares
|
$90.1 Million
4.06% of portfolio
|
Q1 2025
Added 33.54%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
869,846
shares
|
$87.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
845,889
shares
|
$84.9 Million
2.52% of portfolio
|
Q1 2025
Added 11321.67%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
841,644
shares
|
$84.5 Million
9.8% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
808,032
shares
|
$81.1 Million
1.71% of portfolio
|
Q1 2025
Added 74.69%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
806,565
shares
|
$81 Million
50.57% of portfolio
|
Q1 2025
New holding
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
783,648
shares
|
$78.7 Million
1.99% of portfolio
|
Q1 2025
Added 7358.34%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
781,783
shares
|
$78.5 Million
4.66% of portfolio
|
Q1 2025
Added 12921.04%
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
762,333
shares
|
$76.5 Million
9.36% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
759,836
shares
|
$76.3 Million
26.5% of portfolio
|
Q2 2025
Added 26.25%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
752,777
shares
|
$75.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|