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 925 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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
412
shares
|
$41,352
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
400
shares
|
$40,148
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
399
shares
|
$40,047
0.09% of portfolio
|
Q3 2024
Reduced 93.81%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
392
shares
|
$39,345
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
376
shares
|
$37,739
0.02% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
324
shares
|
$32,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
319
shares
|
$32,018
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
297
shares
|
$29,809
0.02% of portfolio
|
Q1 2023
Added 96.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
295
shares
|
$29,609
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
290
shares
|
$29,107
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
247
shares
|
$24,791
0.01% of portfolio
|
Q1 2025
Reduced 76.41%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
247
shares
|
$24,791
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
194
shares
|
$19,471
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
191
shares
|
$19,170
0.0% of portfolio
|
Q1 2025
Reduced 83.43%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
172
shares
|
$17,263
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
161
shares
|
$16,159
0.0% of portfolio
|
Q1 2025
Added 46.36%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
152
shares
|
$15,256
0.01% of portfolio
|
Q1 2025
Reduced 39.68%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
150
shares
|
$15,055
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
126
shares
|
$12,646
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
121
shares
|
$12,144
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
118
shares
|
$11,843
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
116
shares
|
$11,642
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
99
shares
|
$9,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
93
shares
|
$9,334
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
84
shares
|
$8,431
0.01% of portfolio
|
Q2 2024
New holding
|