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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
147,684
shares
|
$14.8 Million
0.64% of portfolio
|
Q1 2025
Added 291.84%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
147,422
shares
|
$14.8 Million
10.51% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
146,277
shares
|
$14.7 Million
0.09% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
145,914
shares
|
$14.6 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Jul 17, 2025 Q2 2025 |
144,996
shares
|
$14.6 Million
9.74% of portfolio
|
Q2 2025
Added 114.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
143,945
shares
|
$14.4 Million
0.51% of portfolio
|
Q1 2025
Added 269.89%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
143,694
shares
|
$14.4 Million
6.53% of portfolio
|
Q2 2025
Added 211.94%
|
|
|
Twelve Points Wealth Management LLC
|
Jul 16, 2025 Q2 2025 |
143,544
shares
|
$14.4 Million
3.97% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
143,411
shares
|
$14.4 Million
1.27% of portfolio
|
Q1 2025
Reduced 6.0%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
143,397
shares
|
$14.4 Million
1.27% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
142,686
shares
|
$14.3 Million
14.19% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
141,154
shares
|
$14.2 Million
5.76% of portfolio
|
Q1 2025
Added 12.57%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
139,695
shares
|
$14 Million
0.06% of portfolio
|
Q1 2025
Added 30.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
137,573
shares
|
$13.8 Million
1.21% of portfolio
|
Q1 2025
Added 31.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
137,330
shares
|
$13.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Jul 07, 2025 Q2 2025 |
136,046
shares
|
$13.7 Million
9.51% of portfolio
|
Q2 2025
Added 3.02%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
135,344
shares
|
$13.6 Million
1.14% of portfolio
|
Q1 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
134,506
shares
|
$13.5 Million
0.6% of portfolio
|
Q2 2025
Added 18.21%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
126,827
shares
|
$12.7 Million
8.6% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Titan Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
125,353
shares
|
$12.6 Million
24.7% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Archer Investment Management, LLC
Austin, TX |
Jul 09, 2025 Q2 2025 |
124,602
shares
|
$12.5 Million
9.11% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
124,079
shares
|
$12.5 Million
1.37% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
124,012
shares
|
$12.4 Million
0.05% of portfolio
|
Q1 2025
Added 15.01%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
121,527
shares
|
$12.2 Million
0.41% of portfolio
|
Q1 2025
Added 153.45%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
119,412
shares
|
$12 Million
0.88% of portfolio
|
Q1 2025
Added 3.46%
|