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 |
|---|---|---|---|---|---|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
117,457
shares
|
$11.8 Million
5.5% of portfolio
|
Q1 2025
Reduced 5.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
117,214
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
116,296
shares
|
$11.7 Million
3.92% of portfolio
|
Q1 2025
Added 819.48%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
116,284
shares
|
$11.7 Million
2.72% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
113,755
shares
|
$11.4 Million
0.1% of portfolio
|
Q1 2025
Added 576.03%
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
113,589
shares
|
$11.4 Million
10.81% of portfolio
|
Q1 2025
Added 108.9%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
113,154
shares
|
$11.4 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
112,688
shares
|
$11.3 Million
0.54% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
111,455
shares
|
$11.2 Million
0.17% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
110,370
shares
|
$11.1 Million
0.14% of portfolio
|
Q1 2025
Reduced 29.26%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
110,284
shares
|
$11.1 Million
0.11% of portfolio
|
Q1 2025
Added 140.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
109,993
shares
|
$11 Million
0.27% of portfolio
|
Q1 2025
Added 173.97%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
108,232
shares
|
$10.9 Million
4.26% of portfolio
|
Q2 2025
Added 70.79%
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
108,153
shares
|
$10.9 Million
5.21% of portfolio
|
Q1 2025
Added 17.99%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
108,086
shares
|
$10.8 Million
0.55% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
107,610
shares
|
$10.8 Million
0.25% of portfolio
|
Q1 2024
Reduced 60.78%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
104,880
shares
|
$10.5 Million
3.01% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,680
shares
|
$10.5 Million
5.91% of portfolio
|
Q1 2023
Reduced 28.79%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
104,460
shares
|
$10.5 Million
5.26% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
103,788
shares
|
$10.4 Million
1.49% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jul 14, 2025 Q2 2025 |
103,689
shares
|
$10.4 Million
3.28% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
103,670
shares
|
$10.4 Million
7.84% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
103,195
shares
|
$10.4 Million
0.21% of portfolio
|
Q1 2025
Added 72.2%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
101,714
shares
|
$10.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
101,656
shares
|
$10.2 Million
3.32% of portfolio
|
Q2 2025
Reduced 0.47%
|