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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
3,705
shares
|
$372,463
0.04% of portfolio
|
Q2 2025
Added 22.32%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
3,692
shares
|
$371,156
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
3,637
shares
|
$365,627
0.01% of portfolio
|
Q1 2025
Reduced 39.23%
|
|
|
Note Advisors, LLC
Buffalo, NY |
Aug 14, 2025 Q2 2025 |
3,632
shares
|
$365,124
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,617
shares
|
$363,617
0.01% of portfolio
|
Q2 2025
Reduced 35.53%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
3,581
shares
|
$359,997
0.02% of portfolio
|
Q2 2025
Reduced 75.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
3,578
shares
|
$359,696
0.01% of portfolio
|
Q2 2025
Added 311.26%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
3,492
shares
|
$351,050
0.03% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
3,473
shares
|
$349,140
0.1% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,459
shares
|
$347,733
0.01% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Northland Capital Management LLC
|
Jul 14, 2025 Q2 2025 |
3,420
shares
|
$343,812
0.23% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
3,394
shares
|
$341,198
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
3,386
shares
|
$340,394
0.28% of portfolio
|
Q2 2025
Added 82.44%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
3,386
shares
|
$340,394
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
3,382
shares
|
$339,992
0.17% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
3,369
shares
|
$338,685
0.13% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
3,325
shares
|
$334,262
0.08% of portfolio
|
Q2 2025
Added 6.4%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
3,318
shares
|
$333,558
0.02% of portfolio
|
Q2 2025
Reduced 42.59%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
3,314
shares
|
$333,156
0.21% of portfolio
|
Q2 2025
Reduced 21.6%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
3,309
shares
|
$332,653
0.04% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,301
shares
|
$331,849
0.06% of portfolio
|
Q2 2025
Added 27.85%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
3,300
shares
|
$331,749
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cable Car Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
3,292
shares
|
$330,944
0.11% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
3,291
shares
|
$330,844
0.43% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
3,287
shares
|
$330,442
0.2% of portfolio
|
Q2 2025
Added 41.38%
|