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 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 |
|---|---|---|---|---|---|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
6,052
shares
|
$608,952
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
6,032
shares
|
$606,939
0.34% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
6,030
shares
|
$606,738
0.06% of portfolio
|
Q1 2025
Reduced 9.58%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
6,025
shares
|
$606,235
0.26% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Ursa Fund Management, LLC
|
May 15, 2025 Q1 2025 |
6,000
shares
|
$603,720
1.55% of portfolio
|
Q1 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
5,976
shares
|
$601,305
0.18% of portfolio
|
Q4 2024
Added 145.12%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,903
shares
|
$593,959
0.03% of portfolio
|
Q1 2025
Added 14.51%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,883
shares
|
$591,947
0.07% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$590,639
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
5,862
shares
|
$589,834
0.26% of portfolio
|
Q1 2025
Reduced 7.86%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
5,850
shares
|
$588,627
0.39% of portfolio
|
Q1 2025
Added 119.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,779
shares
|
$581,482
0.04% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
5,714
shares
|
$574,942
0.14% of portfolio
|
Q1 2025
Reduced 33.19%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,705
shares
|
$574,037
0.04% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,669
shares
|
$570,414
0.5% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
5,664
shares
|
$569,911
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
5,653
shares
|
$568,804
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,610
shares
|
$564,478
0.02% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
5,525
shares
|
$555,925
0.24% of portfolio
|
Q1 2025
Added 60.98%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
5,497
shares
|
$553,108
0.0% of portfolio
|
Q1 2025
Reduced 45.03%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,450
shares
|
$548,379
0.09% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,352
shares
|
$538,518
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
5,326
shares
|
$535,902
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
5,283
shares
|
$531,575
0.3% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
5,200
shares
|
$523,224
0.43% of portfolio
|
Q4 2024
New holding
|