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 |
|---|---|---|---|---|---|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
2,065
shares
|
$207,264
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
2,057
shares
|
$206,461
0.07% of portfolio
|
Q1 2023
Reduced 49.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
2,053
shares
|
$206,059
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,022
shares
|
$202,948
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,010
shares
|
$201,743
0.08% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
May 15, 2025 Q1 2025 |
2,000
shares
|
$200,740
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$200,740
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
2,000
shares
|
$200,740
0.1% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
1,998
shares
|
$200,539
0.01% of portfolio
|
Q1 2025
Reduced 44.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
1,997
shares
|
$200,438
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,994
shares
|
$200,137
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
1,988
shares
|
$199,535
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
1,856
shares
|
$186,286
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,838
shares
|
$184,480
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
1,819
shares
|
$182,573
0.05% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
1,812
shares
|
$181,870
0.02% of portfolio
|
Q1 2025
Added 508.05%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,751
shares
|
$175,747
0.13% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,730
shares
|
$173,640
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
1,600
shares
|
$160,592
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,599
shares
|
$160,491
0.01% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
1,555
shares
|
$156,075
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,527
shares
|
$153,264
0.01% of portfolio
|
Q2 2025
Reduced 92.95%
|
|
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
May 14, 2025 Q1 2025 |
1,472
shares
|
$147,744
0.01% of portfolio
|
Q3 2024
Added 2236.51%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,400
shares
|
$140,518
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
1,334
shares
|
$133,893
0.11% of portfolio
|
Q2 2023
New holding
|