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 |
|---|---|---|---|---|---|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,132
shares
|
$617,063
0.45% of portfolio
|
Q1 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
6,101
shares
|
$613,943
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,052
shares
|
$609,012
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,032
shares
|
$607,000
0.34% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,030
shares
|
$606,798
0.06% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
6,025
shares
|
$606,295
0.26% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Ursa Fund Management, LLC
|
May 15, 2025 Q1 2025 |
6,000
shares
|
$603,780
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,976
shares
|
$601,364
0.18% of portfolio
|
Q4 2024
Added 145.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,903
shares
|
$594,018
0.03% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,883
shares
|
$592,006
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
5,870
shares
|
$590,698
0.07% of portfolio
|
Q2 2025
Added 15.67%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$590,698
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,862
shares
|
$589,893
0.26% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,850
shares
|
$588,685
0.39% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,714
shares
|
$574,999
0.14% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,705
shares
|
$574,094
0.04% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,669
shares
|
$570,471
0.5% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
5,653
shares
|
$568,861
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,610
shares
|
$564,534
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,525
shares
|
$555,980
0.24% of portfolio
|
Q1 2025
Added 60.98%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$550,647
0.29% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,450
shares
|
$548,433
0.09% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,352
shares
|
$538,571
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,326
shares
|
$535,955
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
5,283
shares
|
$531,628
0.3% of portfolio
|
Q2 2025
Added 23.69%
|