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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
191,187
shares
|
$19.2 Million
0.34% of portfolio
|
Q1 2025
Added 16.13%
|
|
|
Five Oceans Advisors
|
Jul 16, 2025 Q2 2025 |
190,201
shares
|
$19.1 Million
9.33% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
189,117
shares
|
$19 Million
13.37% of portfolio
|
Q1 2025
Added 39.3%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
May 05, 2025 Q1 2025 |
186,645
shares
|
$18.7 Million
10.72% of portfolio
|
Q1 2025
Reduced 10.34%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Apr 24, 2025 Q1 2025 |
185,824
shares
|
$18.7 Million
11.4% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
179,058
shares
|
$18 Million
0.75% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
178,702
shares
|
$17.9 Million
0.08% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
May 09, 2025 Q1 2025 |
177,674
shares
|
$17.8 Million
3.56% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
167,540
shares
|
$16.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 23.33%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
166,972
shares
|
$16.8 Million
11.33% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
166,392
shares
|
$16.7 Million
0.72% of portfolio
|
Q2 2025
Added 7.88%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
165,074
shares
|
$16.6 Million
6.72% of portfolio
|
Q1 2025
Added 192.49%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
161,338
shares
|
$16.2 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Tt Capital Management LLC
Coto De Caza, CA |
Apr 22, 2025 Q1 2025 |
161,227
shares
|
$16.2 Million
13.66% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
157,589
shares
|
$15.8 Million
1.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
154,346
shares
|
$15.5 Million
7.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
152,674
shares
|
$15.3 Million
6.44% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
152,665
shares
|
$15.3 Million
0.15% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
152,347
shares
|
$15.3 Million
6.85% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
151,414
shares
|
$15.2 Million
0.25% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Apr 24, 2025 Q1 2025 |
151,038
shares
|
$15.2 Million
3.11% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
150,290
shares
|
$15.1 Million
2.11% of portfolio
|
Q1 2025
Added 10.32%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
150,274
shares
|
$15.1 Million
0.55% of portfolio
|
Q1 2025
Added 102.83%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
149,453
shares
|
$15 Million
3.92% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
May 13, 2025 Q1 2025 |
148,595
shares
|
$14.9 Million
10.61% of portfolio
|
Q1 2025
Reduced 3.25%
|