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 |
|---|---|---|---|---|---|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
5,200
shares
|
$523,276
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
5,121
shares
|
$515,326
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
5,100
shares
|
$513,213
0.17% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
5,100
shares
|
$513,213
0.37% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
5,053
shares
|
$508,483
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$504,558
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,753
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Apr 17, 2025 Q1 2025 |
5,000
shares
|
$503,150
0.26% of portfolio
|
Q2 2022
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
4,986
shares
|
$501,741
0.0% of portfolio
|
Q1 2025
Reduced 28.01%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
4,976
shares
|
$500,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
4,973
shares
|
$500,432
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,940
shares
|
$497,112
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
4,901
shares
|
$493,187
0.01% of portfolio
|
Q1 2025
Added 25.96%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$487,250
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,704
shares
|
$473,363
0.02% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
4,652
shares
|
$468,130
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,601
shares
|
$462,998
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$461,489
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
4,571
shares
|
$459,979
0.0% of portfolio
|
Q1 2025
Reduced 38.41%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
4,537
shares
|
$456,558
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
4,532
shares
|
$456,055
0.04% of portfolio
|
Q1 2025
Reduced 54.94%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,521
shares
|
$454,948
0.01% of portfolio
|
Q1 2025
Added 64.82%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
4,515
shares
|
$454,344
0.05% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
4,508
shares
|
$453,640
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,505
shares
|
$453,338
0.03% of portfolio
|
Q2 2025
Reduced 7.11%
|