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 |
|---|---|---|---|---|---|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
503,802
shares
|
$50.6 Million
5.64% of portfolio
|
Q1 2025
Reduced 21.63%
|
|
|
Ridgepath Capital Management LLC
Knoxville, TN |
Jun 17, 2025 Q1 2025 |
503,025
shares
|
$50.5 Million
24.37% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Arjuna Capital
|
May 09, 2025 Q1 2025 |
485,800
shares
|
$48.8 Million
14.02% of portfolio
|
Q1 2025
Added 790.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
470,806
shares
|
$47.3 Million
0.07% of portfolio
|
Q1 2025
Added 36.96%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
469,985
shares
|
$47.2 Million
33.5% of portfolio
|
Q1 2025
Added 6277.87%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
466,499
shares
|
$46.8 Million
13.07% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
463,481
shares
|
$46.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
460,566
shares
|
$46.2 Million
2.66% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
456,664
shares
|
$45.8 Million
2.57% of portfolio
|
Q1 2025
Added 28.2%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
448,839
shares
|
$45 Million
0.57% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Apr 22, 2025 Q1 2025 |
430,875
shares
|
$43.2 Million
5.59% of portfolio
|
Q1 2025
Reduced 43.96%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
428,786
shares
|
$43 Million
1.64% of portfolio
|
Q1 2025
Reduced 9.94%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
424,534
shares
|
$42.6 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
May 13, 2025 Q1 2025 |
421,838
shares
|
$42.3 Million
14.37% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
419,222
shares
|
$42.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.93%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
417,900
shares
|
$41.9 Million
26.79% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
407,137
shares
|
$40.9 Million
16.0% of portfolio
|
Q2 2025
Reduced 45.46%
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
388,814
shares
|
$39 Million
5.34% of portfolio
|
Q1 2025
Reduced 12.87%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
388,692
shares
|
$39 Million
0.07% of portfolio
|
Q1 2025
Added 49.83%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
383,691
shares
|
$38.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.73%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
379,384
shares
|
$38.1 Million
1.09% of portfolio
|
Q1 2025
Added 81.98%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
366,909
shares
|
$36.8 Million
1.04% of portfolio
|
Q2 2025
Added 520.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
362,103
shares
|
$36.3 Million
0.05% of portfolio
|
Q1 2025
Added 15.73%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
358,500
shares
|
$36 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
353,423
shares
|
$35.5 Million
1.54% of portfolio
|
Q4 2024
Added 1088.54%
|