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 973 institutions that hold shares in the stock, with a total of 391 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,746
shares
|
$577,645
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Aug 15, 2025 Q2 2025 |
5,727
shares
|
$575,735
0.5% of portfolio
|
Q2 2025
Added 130.56%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,705
shares
|
$573,523
0.04% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
5,669
shares
|
$569,904
0.5% of portfolio
|
Q2 2025
Added 25.98%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
5,653
shares
|
$568,296
0.04% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
5,575
shares
|
$560,454
0.23% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
5,575
shares
|
$560,454
0.06% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
5,552
shares
|
$558,142
0.0% of portfolio
|
Q2 2025
Reduced 95.96%
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
5,472
shares
|
$550,100
0.29% of portfolio
|
Q2 2025
Reduced 67.42%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,450
shares
|
$547,888
0.09% of portfolio
|
Q2 2025
Reduced 6.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
5,352
shares
|
$538,036
0.03% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
5,326
shares
|
$535,422
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,326
shares
|
$535,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
5,325
shares
|
$535,322
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Access Financial Services, Inc.
|
Jul 18, 2025 Q2 2025 |
5,283
shares
|
$531,099
0.3% of portfolio
|
Q2 2025
Added 23.69%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
5,238
shares
|
$526,576
0.02% of portfolio
|
Q2 2025
Reduced 92.02%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,144
shares
|
$517,126
0.04% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
5,121
shares
|
$514,814
0.0% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
5,114
shares
|
$514,110
0.02% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
5,102
shares
|
$512,904
0.13% of portfolio
|
Q2 2025
Reduced 34.45%
|
|
|
Shayne & Co., LLC
|
Jul 24, 2025 Q2 2025 |
5,100
shares
|
$512,703
0.17% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,070
shares
|
$509,687
0.42% of portfolio
|
Q2 2025
Added 89.89%
|
|
|
Demars Financial Group, LLC
|
Jul 29, 2025 Q2 2025 |
5,069
shares
|
$509,586
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
5,014
shares
|
$504,057
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,253
0.46% of portfolio
|
Q4 2024
Added 73.28%
|