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 |
|---|---|---|---|---|---|
|
Code Waechter LLC
Tampa, FL |
Oct 22, 2025 Q3 2025 |
120,427
shares
|
$12.1 Million
7.94% of portfolio
|
Q3 2025
Added 24.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
120,314
shares
|
$12.1 Million
0.08% of portfolio
|
Q3 2025
Added 7.34%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
120,279
shares
|
$12.1 Million
0.04% of portfolio
|
Q3 2025
Reduced 18.48%
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
119,631
shares
|
$12 Million
4.88% of portfolio
|
Q3 2025
Reduced 29.97%
|
|
|
Phil A. Younker & Associates, Ltd.
Fairbanks, AK |
Oct 24, 2025 Q3 2025 |
119,044
shares
|
$12 Million
9.18% of portfolio
|
Q3 2025
Added 87.35%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 24, 2025 Q3 2025 |
118,621
shares
|
$11.9 Million
3.66% of portfolio
|
Q3 2025
Added 1214.94%
|
|
|
Penney Financial, LLC
Houston, TX |
Oct 21, 2025 Q3 2025 |
117,816
shares
|
$11.8 Million
5.31% of portfolio
|
Q3 2025
Added 47.33%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
117,368
shares
|
$11.8 Million
0.2% of portfolio
|
Q3 2025
Reduced 16.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
117,214
shares
|
$11.8 Million
0.13% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
116,226
shares
|
$11.7 Million
10.18% of portfolio
|
Q3 2025
New holding
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Nov 13, 2025 Q3 2025 |
115,276
shares
|
$11.6 Million
0.91% of portfolio
|
Q3 2025
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
114,027
shares
|
$11.5 Million
4.41% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
113,820
shares
|
$11.4 Million
0.02% of portfolio
|
Q3 2025
Added 1950.07%
|
|
|
Silver Lake Advisory, LLC
|
Oct 14, 2025 Q3 2025 |
113,800
shares
|
$11.4 Million
4.57% of portfolio
|
Q3 2025
Added 477.99%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
113,466
shares
|
$11.4 Million
0.2% of portfolio
|
Q3 2025
Added 335.4%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
113,066
shares
|
$11.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 38.87%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
112,478
shares
|
$11.3 Million
0.5% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
111,887
shares
|
$11.2 Million
0.05% of portfolio
|
Q3 2025
Added 11.85%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
110,709
shares
|
$11.1 Million
0.37% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
108,179
shares
|
$10.9 Million
4.57% of portfolio
|
Q3 2025
Added 172.34%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
107,963
shares
|
$10.9 Million
0.47% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
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%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 16, 2025 Q3 2025 |
107,393
shares
|
$10.8 Million
6.85% of portfolio
|
Q3 2025
Reduced 15.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
106,985
shares
|
$10.8 Million
0.13% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
106,711
shares
|
$10.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 46.74%
|
|