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 |
|---|---|---|---|---|---|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
3,925
shares
|
$393,952
0.36% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Guild Investment Management, Inc.
|
May 06, 2025 Q1 2025 |
3,900
shares
|
$391,443
0.45% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
3,887
shares
|
$390,138
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,816
shares
|
$383,011
0.02% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
3,800
shares
|
$381,406
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$379,197
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,705
shares
|
$371,870
0.04% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
3,700
shares
|
$371,369
0.12% of portfolio
|
Q4 2024
Added 8.82%
|
|
|
Hedeker Wealth, LLC
|
May 06, 2025 Q1 2025 |
3,694
shares
|
$370,766
0.1% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
3,637
shares
|
$365,045
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Note Advisors, LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
3,632
shares
|
$364,543
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
3,608
shares
|
$362,134
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Sectoral Asset Management Inc
Montreal, A8 |
May 15, 2025 Q1 2025 |
3,589
shares
|
$360,227
0.41% of portfolio
|
Q1 2025
Reduced 55.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
3,575
shares
|
$358,822
0.01% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
3,555
shares
|
$356,815
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,553
shares
|
$356,614
0.01% of portfolio
|
Q1 2025
Added 27.94%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
May 13, 2025 Q1 2025 |
3,540
shares
|
$355,309
0.04% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
3,502
shares
|
$351,495
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3,473
shares
|
$348,585
0.1% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
3,420
shares
|
$343,265
0.23% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
3,379
shares
|
$339,150
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
May 13, 2025 Q1 2025 |
3,360
shares
|
$337,243
0.09% of portfolio
|
Q1 2025
Added 48.34%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
3,359
shares
|
$337,142
0.29% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,309
shares
|
$332,124
0.04% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
3,300
shares
|
$331,221
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|