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 348 Million shares, which have been reported (via 13F filing form) to have a value of $35.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
18,649
shares
|
$1.88 Million
0.18% of portfolio
|
Q2 2025
Reduced 25.18%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
18,554
shares
|
$1.87 Million
0.38% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
18,542
shares
|
$1.87 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
18,464
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
18,359
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
18,345
shares
|
$1.85 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.88%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
18,319
shares
|
$1.84 Million
1.57% of portfolio
|
Q1 2025
Added 67.94%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
18,142
shares
|
$1.83 Million
1.51% of portfolio
|
Q1 2025
New holding
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
17,843
shares
|
$1.8 Million
1.31% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,716
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
May 12, 2025 Q1 2025 |
17,683
shares
|
$1.78 Million
1.49% of portfolio
|
Q1 2025
Reduced 9.42%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
May 12, 2025 Q1 2025 |
17,683
shares
|
$1.78 Million
1.48% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
17,642
shares
|
$1.78 Million
0.14% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,590
shares
|
$1.77 Million
1.57% of portfolio
|
Q1 2025
Reduced 29.68%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
17,587
shares
|
$1.77 Million
0.4% of portfolio
|
Q1 2025
Added 8.24%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
17,461
shares
|
$1.76 Million
0.03% of portfolio
|
Q1 2025
Added 906.4%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Apr 18, 2025 Q1 2025 |
17,391
shares
|
$1.75 Million
1.45% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,318
shares
|
$1.74 Million
0.04% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
17,259
shares
|
$1.74 Million
0.78% of portfolio
|
Q1 2025
Reduced 84.33%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
17,097
shares
|
$1.72 Million
0.68% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
16,986
shares
|
$1.71 Million
1.37% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
16,957
shares
|
$1.71 Million
1.62% of portfolio
|
Q2 2025
Added 131.72%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
16,861
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 37.06%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
16,824
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Regency Capital Management Inc.\De
|
May 05, 2025 Q1 2025 |
16,797
shares
|
$1.69 Million
1.03% of portfolio
|
Q1 2025
Added 4.92%
|