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 |
|---|---|---|---|---|---|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
11,420
shares
|
$1.15 Million
0.35% of portfolio
|
Q2 2025
Reduced 12.97%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
11,319
shares
|
$1.14 Million
0.1% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Bayshore Asset Management, LLC
|
Apr 17, 2025 Q1 2025 |
11,312
shares
|
$1.14 Million
0.57% of portfolio
|
Q1 2025
Added 373.31%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
May 09, 2025 Q1 2025 |
11,298
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Added 108.57%
|
|
|
Warberg Asset Management LLC
Winnetka, IL |
May 09, 2025 Q1 2025 |
11,265
shares
|
$1.13 Million
12.25% of portfolio
|
Q1 2025
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
11,179
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2025
Added 143.5%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
11,122
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
11,089
shares
|
$1.12 Million
0.19% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Jul 22, 2025 Q2 2025 |
11,074
shares
|
$1.11 Million
1.32% of portfolio
|
Q2 2025
Reduced 37.74%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
10,955
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 293.5%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
10,943
shares
|
$1.1 Million
0.63% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
10,900
shares
|
$1.1 Million
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
10,851
shares
|
$1.09 Million
0.05% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
10,767
shares
|
$1.08 Million
0.45% of portfolio
|
Q1 2025
Reduced 89.08%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,754
shares
|
$1.08 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.37%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
10,722
shares
|
$1.08 Million
0.65% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
10,700
shares
|
$1.08 Million
0.4% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
10,670
shares
|
$1.07 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
May 15, 2025 Q1 2025 |
10,600
shares
|
$1.07 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,591
shares
|
$1.07 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
10,584
shares
|
$1.06 Million
0.33% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,527
shares
|
$1.06 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
10,467
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,463
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Added 106.53%
|