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 |
|---|---|---|---|---|---|
|
Cohalo Advisory LLC
Snoqualmie, WA |
Apr 22, 2025 Q1 2025 |
2,715
shares
|
$272,504
20.17% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,691
shares
|
$270,095
0.09% of portfolio
|
Q2 2025
Reduced 96.77%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
May 15, 2025 Q1 2025 |
2,670
shares
|
$267,987
0.0% of portfolio
|
Q1 2025
Added 135.04%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
2,655
shares
|
$266,482
0.04% of portfolio
|
Q2 2025
Reduced 33.32%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,638
shares
|
$264,776
0.04% of portfolio
|
Q1 2025
Reduced 33.35%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
2,582
shares
|
$259,155
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,544
shares
|
$255,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,543
shares
|
$255,240
0.02% of portfolio
|
Q1 2025
Reduced 43.38%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
2,512
shares
|
$252,129
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Impac Tfolio, LLC
|
Jul 10, 2025 Q2 2025 |
2,491
shares
|
$250,021
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,489
shares
|
$249,820
0.02% of portfolio
|
Q4 2024
Reduced 33.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,486
shares
|
$249,519
0.02% of portfolio
|
Q1 2025
Reduced 5.4%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Apr 10, 2025 Q1 2025 |
2,484
shares
|
$249,319
0.21% of portfolio
|
Q1 2025
Added 67.95%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Apr 28, 2025 Q1 2025 |
2,484
shares
|
$249,319
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
2,480
shares
|
$248,917
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
2,451
shares
|
$246,006
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,450
shares
|
$245,906
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
2,449
shares
|
$245,806
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
2,418
shares
|
$242,694
0.02% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Aimz Investment Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,400
shares
|
$240,888
0.09% of portfolio
|
Q4 2024
Reduced 14.29%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
2,393
shares
|
$240,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
2,393
shares
|
$240,185
0.1% of portfolio
|
Q1 2025
Added 70.93%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,370
shares
|
$237,876
0.02% of portfolio
|
Q2 2025
Reduced 22.35%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,350
shares
|
$235,869
0.03% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,337
shares
|
$234,564
0.01% of portfolio
|
Q1 2025
Reduced 5.35%
|