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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
14,235
shares
|
$1.43 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
13,747
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
Added 123.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
13,651
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
13,650
shares
|
$1.37 Million
0.31% of portfolio
|
Q3 2024
Reduced 47.13%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,622
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Mc Namara Financial Services, Inc.
|
Apr 11, 2025 Q1 2025 |
13,541
shares
|
$1.36 Million
0.3% of portfolio
|
Q1 2025
Added 261.87%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
13,529
shares
|
$1.36 Million
1.1% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,460
shares
|
$1.35 Million
0.09% of portfolio
|
Q2 2025
Added 98.03%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
13,245
shares
|
$1.33 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.82%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
13,077
shares
|
$1.31 Million
0.15% of portfolio
|
Q1 2025
Added 48.08%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
13,047
shares
|
$1.31 Million
1.49% of portfolio
|
Q1 2025
Reduced 22.64%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
12,762
shares
|
$1.28 Million
0.48% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Values First Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
12,741
shares
|
$1.28 Million
0.77% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
12,686
shares
|
$1.27 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
12,601
shares
|
$1.26 Million
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
12,567
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Apr 21, 2025 Q1 2025 |
12,555
shares
|
$1.26 Million
1.33% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
12,505
shares
|
$1.26 Million
0.15% of portfolio
|
Q2 2025
Added 221.71%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
12,184
shares
|
$1.22 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,126
shares
|
$1.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.72%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Apr 21, 2025 Q1 2025 |
12,087
shares
|
$1.21 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
12,037
shares
|
$1.21 Million
0.92% of portfolio
|
Q1 2025
Added 214.45%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
11,905
shares
|
$1.19 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
11,843
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
11,821
shares
|
$1.19 Million
0.14% of portfolio
|
Q1 2025
Added 39.01%
|