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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
5,200
shares
|
$521,924
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
5,145
shares
|
$516,403
0.01% of portfolio
|
Q1 2025
Added 99.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,121
shares
|
$513,994
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Shayne & Co., LLC
|
May 02, 2025 Q1 2025 |
5,100
shares
|
$511,887
0.13% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,100
shares
|
$511,887
0.37% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
5,075
shares
|
$509,377
0.07% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,053
shares
|
$507,169
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$503,255
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$502,452
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$501,850
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,986
shares
|
$500,444
0.0% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,976
shares
|
$499,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
4,973
shares
|
$499,140
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
4,965
shares
|
$498,337
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,940
shares
|
$495,827
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,901
shares
|
$491,913
0.01% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$485,991
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
4,750
shares
|
$476,757
0.08% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,704
shares
|
$472,140
0.02% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
4,652
shares
|
$466,921
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,601
shares
|
$461,802
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$460,296
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,571
shares
|
$458,791
0.0% of portfolio
|
Q1 2025
Reduced 38.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,537
shares
|
$455,378
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,532
shares
|
$454,876
0.04% of portfolio
|
Q1 2025
Reduced 54.94%
|