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 |
|---|---|---|---|---|---|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
4,277
shares
|
$429,966
0.09% of portfolio
|
Q1 2024
Reduced 8.94%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
4,234
shares
|
$425,644
0.02% of portfolio
|
Q2 2025
Added 25.56%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
4,215
shares
|
$423,733
0.13% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$418,305
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Landaas & CO
Milwaukee, WI |
Aug 11, 2025 Q2 2025 |
4,160
shares
|
$418,204
0.1% of portfolio
|
Q2 2025
Added 27.45%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
4,140
shares
|
$416,194
0.25% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Luminvest Wealth Management LLC
Scottsdale, AZ |
Jul 16, 2025 Q2 2025 |
4,112
shares
|
$413,379
0.15% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
4,078
shares
|
$409,961
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
4,066
shares
|
$408,754
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,062
shares
|
$408,352
0.03% of portfolio
|
Q2 2025
Added 82.73%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
4,020
shares
|
$404,130
0.08% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,008
shares
|
$402,924
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
3,994
shares
|
$401,516
0.16% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
New Capital Management LP
|
Jul 07, 2025 Q2 2025 |
3,980
shares
|
$400,109
0.13% of portfolio
|
Q2 2025
Reduced 17.27%
|
|
|
Arkfeld Wealth Strategies, L.L.C.
|
Jul 10, 2025 Q2 2025 |
3,977
shares
|
$399,807
0.17% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
3,965
shares
|
$398,601
0.06% of portfolio
|
Q2 2025
Reduced 13.82%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
3,920
shares
|
$394,077
0.32% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Guild Investment Management, Inc.
|
Jul 23, 2025 Q2 2025 |
3,900
shares
|
$392,067
0.39% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
3,862
shares
|
$388,246
0.1% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Ndvr, Inc.
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,801
shares
|
$382,114
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
3,800
shares
|
$382,014
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
3,778
shares
|
$379,802
0.13% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$376,987
0.06% of portfolio
|
Q2 2025
Reduced 21.05%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
3,744
shares
|
$376,384
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
3,741
shares
|
$376,082
0.11% of portfolio
|
Q2 2025
Added 1.11%
|