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 |
|---|---|---|---|---|---|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
2,333
shares
|
$234,163
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,332
shares
|
$234,062
0.01% of portfolio
|
Q1 2025
Reduced 76.26%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
2,325
shares
|
$233,360
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
2,313
shares
|
$232,155
0.04% of portfolio
|
Q2 2025
Reduced 33.07%
|
|
|
Buckhead Capital Management LLC
|
May 05, 2025 Q1 2025 |
2,293
shares
|
$230,148
0.08% of portfolio
|
Q4 2024
Reduced 48.59%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
2,266
shares
|
$227,438
0.0% of portfolio
|
Q3 2024
Reduced 99.11%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
2,255
shares
|
$226,334
0.11% of portfolio
|
Q2 2025
Added 9.47%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jul 11, 2025 Q2 2025 |
2,236
shares
|
$224,427
0.18% of portfolio
|
Q2 2025
Reduced 95.14%
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
2,224
shares
|
$223,222
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,223
shares
|
$223,122
0.02% of portfolio
|
Q1 2025
Reduced 15.86%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
2,200
shares
|
$220,814
0.17% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
2,200
shares
|
$220,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
2,193
shares
|
$220,111
0.1% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
2,193
shares
|
$220,111
0.04% of portfolio
|
Q1 2025
Reduced 10.2%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
2,183
shares
|
$219,107
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
2,174
shares
|
$218,204
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
2,168
shares
|
$217,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
2,159
shares
|
$216,698
0.03% of portfolio
|
Q1 2025
Reduced 62.91%
|
|
|
Libra Wealth LLC
|
Apr 25, 2025 Q1 2025 |
2,158
shares
|
$216,598
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
2,150
shares
|
$215,795
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
2,140
shares
|
$214,791
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
2,135
shares
|
$214,289
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
2,092
shares
|
$209,974
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
2,082
shares
|
$208,970
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
2,072
shares
|
$207,966
0.09% of portfolio
|
Q1 2025
Added 57.21%
|