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 |
|---|---|---|---|---|---|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
5,000
shares
|
$502,650
0.22% of portfolio
|
Q2 2022
New holding
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
4,992
shares
|
$501,845
0.36% of portfolio
|
Q2 2025
Reduced 27.13%
|
|
|
Promus Capital, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,990
shares
|
$501,644
0.44% of portfolio
|
Q2 2025
Added 396.89%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
4,972
shares
|
$499,835
0.0% of portfolio
|
Q2 2025
Reduced 78.66%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
4,916
shares
|
$494,205
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
4,901
shares
|
$492,697
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,766
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Aug 14, 2025 Q2 2025 |
4,834
shares
|
$485,962
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,828
shares
|
$485,358
0.01% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
4,774
shares
|
$479,930
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,743
shares
|
$476,813
0.01% of portfolio
|
Q2 2025
Added 33.49%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,737
shares
|
$476,210
0.07% of portfolio
|
Q2 2025
Added 47.02%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
4,704
shares
|
$472,893
0.02% of portfolio
|
Q2 2025
Reduced 18.84%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,695
shares
|
$471,988
0.01% of portfolio
|
Q2 2025
Added 3.85%
|
|
|
Portfolio Strategies, Inc.
|
Jul 21, 2025 Q2 2025 |
4,652
shares
|
$467,665
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
4,621
shares
|
$464,549
0.13% of portfolio
|
Q2 2025
Added 40.88%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,606
shares
|
$463,041
0.06% of portfolio
|
Q2 2025
Reduced 92.31%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$461,030
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
4,505
shares
|
$452,887
0.03% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
4,482
shares
|
$450,575
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
4,456
shares
|
$447,961
0.02% of portfolio
|
Q2 2025
Added 123.02%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,548
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
4,400
shares
|
$442,332
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
4,347
shares
|
$437,003
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Spg Advisors LLC
Kirkland, WA |
Aug 18, 2025 Q2 2025 |
4,346
shares
|
$436,903
5.25% of portfolio
|
Q2 2025
New holding
|