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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
7,221
shares
|
$724,771
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
7,188
shares
|
$721,459
0.07% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$718,849
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
7,053
shares
|
$707,909
0.47% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
6,974
shares
|
$699,980
0.64% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
6,945
shares
|
$697,069
0.03% of portfolio
|
Q1 2025
Added 35.94%
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
May 05, 2025 Q1 2025 |
6,888
shares
|
$691,348
0.3% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$688,738
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
May 13, 2025 Q1 2025 |
6,851
shares
|
$687,634
0.5% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,850
shares
|
$687,534
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
6,711
shares
|
$673,583
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,587
shares
|
$661,137
0.27% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
6,508
shares
|
$653,207
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
May 09, 2025 Q1 2025 |
6,500
shares
|
$652,405
0.36% of portfolio
|
Q4 2024
Added 62.5%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
6,484
shares
|
$650,799
0.46% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
6,471
shares
|
$649,494
0.05% of portfolio
|
Q2 2025
Reduced 72.64%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
6,419
shares
|
$644,275
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,329
shares
|
$635,241
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
6,270
shares
|
$629,319
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
6,201
shares
|
$622,394
0.41% of portfolio
|
Q1 2025
Added 210.05%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,132
shares
|
$615,468
0.45% of portfolio
|
Q1 2025
New holding
|