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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
16,487
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
16,486
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Waycross Investment Management CO
Bellingham, WA |
Apr 08, 2025 Q1 2025 |
16,398
shares
|
$1.65 Million
1.86% of portfolio
|
Q1 2025
Added 31.02%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
16,074
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 162.65%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
16,043
shares
|
$1.61 Million
0.13% of portfolio
|
Q1 2025
Added 177.03%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
15,992
shares
|
$1.61 Million
0.0% of portfolio
|
Q1 2025
Added 67.74%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
15,886
shares
|
$1.6 Million
0.54% of portfolio
|
Q2 2025
Added 140.62%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
15,855
shares
|
$1.6 Million
0.3% of portfolio
|
Q2 2025
Added 75.68%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
15,768
shares
|
$1.59 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
15,642
shares
|
$1.57 Million
0.1% of portfolio
|
Q1 2025
Added 93.33%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
15,374
shares
|
$1.55 Million
0.5% of portfolio
|
Q1 2025
Reduced 95.61%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
15,154
shares
|
$1.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 23.73%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
15,054
shares
|
$1.51 Million
0.35% of portfolio
|
Q3 2024
Added 632.91%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
15,021
shares
|
$1.51 Million
0.55% of portfolio
|
Q2 2025
Reduced 22.25%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
14,910
shares
|
$1.5 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
14,897
shares
|
$1.5 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
14,788
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Reduced 16.05%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
14,655
shares
|
$1.47 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
14,550
shares
|
$1.46 Million
0.12% of portfolio
|
Q2 2025
Added 67.24%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
14,548
shares
|
$1.46 Million
1.07% of portfolio
|
Q2 2025
Reduced 11.98%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Apr 30, 2025 Q1 2025 |
14,417
shares
|
$1.45 Million
1.63% of portfolio
|
Q1 2025
Added 214.51%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
14,249
shares
|
$1.43 Million
0.55% of portfolio
|
Q1 2025
Added 19.93%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
14,235
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.56%
|