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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
106,230
shares
|
$10.7 Million
0.33% of portfolio
|
Q3 2025
Reduced 31.64%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
105,876
shares
|
$10.6 Million
2.04% of portfolio
|
Q3 2025
Added 36.29%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
104,925
shares
|
$10.5 Million
7.89% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
104,923
shares
|
$10.5 Million
0.12% of portfolio
|
Q3 2025
Added 42.76%
|
|
|
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%
|
|
|
Highland Financial Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
103,305
shares
|
$10.4 Million
3.01% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
102,602
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2025
Added 558.93%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
102,324
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
99,768
shares
|
$10 Million
2.45% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
99,500
shares
|
$10 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Oct 29, 2025 Q3 2025 |
98,498
shares
|
$9.9 Million
6.68% of portfolio
|
Q3 2025
Reduced 31.13%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
97,978
shares
|
$9.85 Million
1.27% of portfolio
|
Q3 2025
Reduced 5.6%
|
|
|
Anson Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
96,920
shares
|
$9.74 Million
8.81% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Acr Alpine Capital Research, LLC
|
Oct 30, 2025 Q3 2025 |
96,000
shares
|
$9.65 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 14, 2025 Q3 2025 |
95,816
shares
|
$9.63 Million
0.88% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
94,095
shares
|
$9.46 Million
0.01% of portfolio
|
Q3 2025
Added 42.66%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
93,436
shares
|
$9.39 Million
0.53% of portfolio
|
Q3 2025
Added 12.2%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Nov 12, 2025 Q3 2025 |
92,978
shares
|
$9.35 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.39%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
92,256
shares
|
$9.27 Million
4.22% of portfolio
|
Q3 2025
Reduced 62.64%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
91,187
shares
|
$9.17 Million
0.08% of portfolio
|
Q3 2025
Added 10.33%
|
|
|
Marest Capital, LLC
Tarzana, CA |
Nov 06, 2025 Q3 2025 |
90,301
shares
|
$9.08 Million
5.53% of portfolio
|
Q3 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
90,300
shares
|
$9.08 Million
0.02% of portfolio
|
Q3 2025
Added 194.36%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
90,010
shares
|
$9.05 Million
1.33% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
89,740
shares
|
$9.02 Million
0.02% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Montgomery Investment Management Inc
|
Oct 17, 2025 Q3 2025 |
89,360
shares
|
$8.98 Million
3.32% of portfolio
|
Q3 2025
Added 2.13%
|
|