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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,240
shares
|
$124,458
0.01% of portfolio
|
Q1 2025
Reduced 94.97%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,238
shares
|
$124,258
0.01% of portfolio
|
Q1 2025
Added 62.25%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,184
shares
|
$118,838
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,092
shares
|
$109,604
0.01% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,005
shares
|
$100,871
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
May 16, 2025 Q1 2025 |
1,000
shares
|
$100,370
0.04% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
962
shares
|
$96,555
0.0% of portfolio
|
Q1 2025
Reduced 77.61%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
898
shares
|
$90,132
0.02% of portfolio
|
Q1 2025
Added 98.23%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
870
shares
|
$87,321
0.0% of portfolio
|
Q1 2025
Reduced 37.41%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
836
shares
|
$83,909
0.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
807
shares
|
$80,998
0.02% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
753
shares
|
$75,578
0.03% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
750
shares
|
$75,277
0.01% of portfolio
|
Q2 2024
Reduced 14.19%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
738
shares
|
$74,073
0.01% of portfolio
|
Q4 2022
Reduced 1.2%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
737
shares
|
$73,972
0.17% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
700
shares
|
$70,259
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
676
shares
|
$67,850
0.04% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
626
shares
|
$62,831
0.03% of portfolio
|
Q2 2025
Added 396.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
562
shares
|
$56,407
0.0% of portfolio
|
Q3 2023
Added 112.08%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
537
shares
|
$53,898
0.01% of portfolio
|
Q1 2025
Added 2.87%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
527
shares
|
$52,894
0.02% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
523
shares
|
$52,493
0.01% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
518
shares
|
$51,991
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
419
shares
|
$42,055
0.01% of portfolio
|
Q1 2025
Reduced 74.33%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
412
shares
|
$41,352
0.03% of portfolio
|
Q1 2025
New holding
|