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 |
|---|---|---|---|---|---|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,505
shares
|
$452,166
0.03% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
4,500
shares
|
$451,665
0.45% of portfolio
|
Q1 2025
Reduced 44.15%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
4,455
shares
|
$447,148
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$444,839
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
4,386
shares
|
$440,222
0.01% of portfolio
|
Q1 2025
Reduced 52.73%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
4,386
shares
|
$440,222
0.15% of portfolio
|
Q1 2025
Added 17.3%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,347
shares
|
$436,308
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,277
shares
|
$429,282
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,245
shares
|
$426,070
0.01% of portfolio
|
Q1 2025
Reduced 24.97%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,234
shares
|
$424,966
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
4,227
shares
|
$424,263
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$417,639
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
4,143
shares
|
$415,832
0.27% of portfolio
|
Q1 2025
Added 129.28%
|
|
|
Treasure Coast Financial Planning
|
May 05, 2025 Q1 2025 |
4,140
shares
|
$415,531
0.26% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
4,112
shares
|
$412,721
0.15% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
4,078
shares
|
$409,308
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,020
shares
|
$403,487
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Apr 29, 2025 Q1 2025 |
4,019
shares
|
$403,387
0.17% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,008
shares
|
$402,282
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,004
shares
|
$401,881
0.02% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
3,980
shares
|
$399,472
0.13% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,977
shares
|
$399,171
0.17% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 28, 2025 Q1 2025 |
3,977
shares
|
$399,171
2.37% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,939
shares
|
$395,357
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
3,928
shares
|
$394,253
0.01% of portfolio
|
Q1 2025
Reduced 19.36%
|