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 1,066 institutions that hold shares in the stock, with a total of 180 Million shares, which have been reported (via 13F filing form) to have a value of $18.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
9,883,761
shares
|
$994 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
9,354,069
shares
|
$940 Million
39.88% of portfolio
|
Q3 2025
Added 55.63%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
8,251,307
shares
|
$830 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
7,899,551
shares
|
$794 Million
0.25% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,620,250
shares
|
$263 Million
0.09% of portfolio
|
Q3 2025
Added 8.7%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
2,599,958
shares
|
$261 Million
3.89% of portfolio
|
Q3 2025
Added 9.7%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,569,599
shares
|
$258 Million
11.38% of portfolio
|
Q3 2025
Added 112.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,490,297
shares
|
$250 Million
0.37% of portfolio
|
Q3 2025
Added 7.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
2,061,849
shares
|
$207 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,036,865
shares
|
$205 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,940,266
shares
|
$195 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,930,381
shares
|
$194 Million
0.05% of portfolio
|
Q3 2025
Reduced 59.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,834
shares
|
$191 Million
0.12% of portfolio
|
Q3 2024
Added 61.2%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,882,125
shares
|
$189 Million
3.8% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,880,004
shares
|
$189 Million
0.31% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
1,861,672
shares
|
$187 Million
0.31% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,847,500
shares
|
$186 Million
0.4% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,806,261
shares
|
$182 Million
0.32% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,800,024
shares
|
$181 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,740,775
shares
|
$175 Million
16.74% of portfolio
|
Q3 2022
Reduced 3.27%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 21, 2025 Q3 2025 |
1,704,567
shares
|
$171 Million
6.23% of portfolio
|
Q3 2025
Added 287.03%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
1,649,615
shares
|
$166 Million
10.01% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
1,552,170
shares
|
$156 Million
0.71% of portfolio
|
Q3 2025
Added 107.28%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,550,823
shares
|
$156 Million
1.61% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
1,544,913
shares
|
$155 Million
0.19% of portfolio
|
Q3 2025
Added 65.61%
|
|