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 921 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
10,396
shares
|
$1.05 Million
0.55% of portfolio
|
Q1 2025
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,389
shares
|
$1.05 Million
0.1% of portfolio
|
Q1 2025
Added 163.01%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
10,305
shares
|
$1.04 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,265
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Added 20.75%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
10,131
shares
|
$1.02 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
10,117
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
10,114
shares
|
$1.02 Million
0.4% of portfolio
|
Q2 2025
Added 107.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,090
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
10,062
shares
|
$1.01 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,961
shares
|
$1 Million
0.1% of portfolio
|
Q1 2025
Added 11.91%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,591
shares
|
$965,142
0.1% of portfolio
|
Q1 2025
Added 372.46%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
9,147
shares
|
$920,462
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
9,117
shares
|
$917,443
0.56% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
9,081
shares
|
$913,821
0.03% of portfolio
|
Q2 2025
Added 172.87%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
9,071
shares
|
$912,814
0.08% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
8,909
shares
|
$896,512
0.23% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
8,741
shares
|
$879,606
0.05% of portfolio
|
Q2 2025
Reduced 57.21%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
8,650
shares
|
$870,449
0.99% of portfolio
|
Q1 2025
Added 90.49%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
8,555
shares
|
$860,889
0.07% of portfolio
|
Q2 2025
Reduced 70.95%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
8,551
shares
|
$860,487
0.17% of portfolio
|
Q1 2025
Reduced 11.86%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
8,545
shares
|
$859,883
0.19% of portfolio
|
Q1 2025
Reduced 24.68%
|
|
|
Arcus Capital Partners, LLC
|
Apr 30, 2025 Q1 2025 |
8,370
shares
|
$842,273
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
8,325
shares
|
$837,744
0.02% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
8,314
shares
|
$836,637
0.28% of portfolio
|
Q2 2025
Added 0.89%
|