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 973 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
7,699
shares
|
$773,980
0.04% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
7,698
shares
|
$773,879
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
7,589
shares
|
$762,922
0.13% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$759,202
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,528
shares
|
$756,789
0.24% of portfolio
|
Q2 2025
Added 13.97%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
7,511
shares
|
$755,080
0.11% of portfolio
|
Q2 2025
Reduced 55.36%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
7,488
shares
|
$752,768
0.06% of portfolio
|
Q2 2025
Reduced 69.13%
|
|
|
Sincerus Advisory, LLC
New York, NY |
Jul 28, 2025 Q2 2025 |
7,431
shares
|
$747,038
0.7% of portfolio
|
Q2 2025
Reduced 40.81%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
7,337
shares
|
$737,588
0.02% of portfolio
|
Q2 2025
Reduced 11.87%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
7,297
shares
|
$733,567
0.03% of portfolio
|
Q2 2025
Added 23.62%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
7,287
shares
|
$732,562
0.18% of portfolio
|
Q1 2025
Reduced 65.28%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
7,261
shares
|
$729,948
0.41% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
7,188
shares
|
$722,609
0.06% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$719,995
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jul 16, 2025 Q2 2025 |
7,053
shares
|
$709,038
0.47% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
7,050
shares
|
$708,736
0.66% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
7,017
shares
|
$705,419
0.02% of portfolio
|
Q2 2025
Added 131.58%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
6,976
shares
|
$701,297
0.01% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
6,974
shares
|
$701,096
0.64% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
6,929
shares
|
$696,572
0.06% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$689,836
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
6,850
shares
|
$688,630
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
6,843
shares
|
$687,926
0.01% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
6,791
shares
|
$682,699
0.33% of portfolio
|
Q2 2025
Reduced 37.7%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
6,742
shares
|
$677,773
0.01% of portfolio
|
Q2 2025
New holding
|