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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$815,205
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
8,110
shares
|
$814,000
0.22% of portfolio
|
Q2 2025
Reduced 12.61%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
8,073
shares
|
$810,287
0.39% of portfolio
|
Q1 2025
Added 108.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
8,048
shares
|
$807,777
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$805,368
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
7,989
shares
|
$801,855
0.38% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7,979
shares
|
$800,852
0.37% of portfolio
|
Q2 2025
Added 65.23%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
7,977
shares
|
$800,651
0.0% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
7,860
shares
|
$788,908
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
7,821
shares
|
$784,993
0.16% of portfolio
|
Q1 2025
Added 48.27%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
7,783
shares
|
$781,179
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
7,744
shares
|
$777,265
0.37% of portfolio
|
Q1 2025
Reduced 73.68%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
7,722
shares
|
$775,057
0.48% of portfolio
|
Q1 2025
Added 108.65%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
7,717
shares
|
$774,555
0.04% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
7,716
shares
|
$774,454
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,698
shares
|
$772,648
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
7,564
shares
|
$759,198
0.01% of portfolio
|
Q1 2025
Reduced 48.27%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$757,994
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,542
shares
|
$756,990
0.01% of portfolio
|
Q1 2025
Reduced 14.95%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,488
shares
|
$751,570
0.06% of portfolio
|
Q2 2025
Reduced 69.13%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
7,464
shares
|
$749,161
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
7,444
shares
|
$747,154
0.07% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
7,421
shares
|
$744,845
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
May 09, 2025 Q1 2025 |
7,398
shares
|
$742,537
0.43% of portfolio
|
Q1 2025
Added 48.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,287
shares
|
$731,396
0.18% of portfolio
|
Q1 2025
Reduced 65.28%
|