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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$34.9 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
341,969
shares
|
$34.3 Million
0.05% of portfolio
|
Q2 2025
Added 94.87%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
341,755
shares
|
$34.3 Million
0.11% of portfolio
|
Q1 2025
Added 34.06%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
340,079
shares
|
$34.1 Million
0.56% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
332,776
shares
|
$33.4 Million
8.24% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
327,532
shares
|
$32.9 Million
0.29% of portfolio
|
Q1 2025
Added 14.86%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
321,793
shares
|
$32.3 Million
3.6% of portfolio
|
Q1 2025
Added 14.74%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
321,417
shares
|
$32.3 Million
4.28% of portfolio
|
Q1 2025
Added 679.1%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
321,105
shares
|
$32.2 Million
0.09% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
311,957
shares
|
$31.3 Million
5.95% of portfolio
|
Q1 2025
Reduced 43.43%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
311,319
shares
|
$31.2 Million
2.04% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
310,480
shares
|
$31.2 Million
1.57% of portfolio
|
Q1 2025
Added 139.06%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
308,356
shares
|
$30.9 Million
13.52% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
301,719
shares
|
$30.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 15.82%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
301,698
shares
|
$30.3 Million
6.1% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
297,115
shares
|
$29.8 Million
0.27% of portfolio
|
Q1 2025
Added 37.79%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Pecaut & Co.
|
May 02, 2025 Q1 2025 |
287,366
shares
|
$28.8 Million
10.27% of portfolio
|
Q1 2025
Added 10.96%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
287,195
shares
|
$28.8 Million
3.72% of portfolio
|
Q1 2025
Reduced 9.53%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
283,345
shares
|
$28.4 Million
3.82% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
279,996
shares
|
$28.1 Million
0.68% of portfolio
|
Q2 2025
Added 16.89%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
274,234
shares
|
$27.5 Million
0.18% of portfolio
|
Q1 2025
Added 45.78%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
271,811
shares
|
$27.3 Million
0.08% of portfolio
|
Q1 2025
Added 75.75%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
260,709
shares
|
$26.2 Million
4.73% of portfolio
|
Q2 2025
Added 43.56%
|
|
|
Gibraltar Capital Management, Inc.
|
Apr 29, 2025 Q1 2025 |
259,062
shares
|
$26 Million
5.92% of portfolio
|
Q1 2025
New holding
|