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 905 institutions that hold shares in the stock, with a total of 152 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Freestate Advisors LLC
Overland Park, KS |
Apr 09, 2025 Q1 2025 |
6,781
shares
|
$682,439
0.68% of portfolio
|
Q1 2025
Added 53.87%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,711
shares
|
$675,395
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
6,605
shares
|
$664,727
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
6,602
shares
|
$664,425
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,587
shares
|
$662,915
0.27% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
6,508
shares
|
$654,965
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
6,500
shares
|
$654,160
0.36% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,419
shares
|
$646,008
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,329
shares
|
$636,950
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
6,252
shares
|
$629,201
0.02% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
6,201
shares
|
$624,068
0.41% of portfolio
|
Q1 2025
Added 210.05%
|
|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
6,152
shares
|
$619,137
0.23% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,132
shares
|
$617,124
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
6,101
shares
|
$614,004
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,032
shares
|
$607,060
0.34% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,030
shares
|
$606,859
0.06% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
Ursa Fund Management, LLC
|
May 15, 2025 Q1 2025 |
6,000
shares
|
$603,840
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,976
shares
|
$601,424
0.18% of portfolio
|
Q4 2024
Added 145.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,903
shares
|
$594,077
0.03% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,883
shares
|
$592,065
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$590,756
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,862
shares
|
$589,951
0.26% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,850
shares
|
$588,744
0.39% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,830
shares
|
$586,731
0.12% of portfolio
|
Q1 2025
Reduced 92.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
5,796
shares
|
$583,309
0.02% of portfolio
|
Q1 2025
Added 17.0%
|