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 1,077 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Emprise Bank
Wichita, KS |
Oct 16, 2025 Q3 2025 |
89,034
shares
|
$8.95 Million
3.87% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
88,963
shares
|
$8.94 Million
1.77% of portfolio
|
Q3 2025
Added 18.02%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
88,865
shares
|
$8.93 Million
4.28% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
88,180
shares
|
$8.86 Million
0.0% of portfolio
|
Q3 2025
Added 26.01%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
87,415
shares
|
$8.79 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
87,101
shares
|
$8.76 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
86,191
shares
|
$8.66 Million
0.12% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
86,102
shares
|
$8.66 Million
0.17% of portfolio
|
Q3 2025
Added 1247.66%
|
|
|
Jmac Enterprises LLC
|
Oct 30, 2025 Q3 2025 |
85,850
shares
|
$8.63 Million
1.8% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
85,832
shares
|
$8.63 Million
0.35% of portfolio
|
Q3 2025
Added 180.1%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
85,475
shares
|
$8.59 Million
1.97% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
85,005
shares
|
$8.55 Million
0.38% of portfolio
|
Q3 2025
Added 19.25%
|
|
|
Campbell Wealth Management
|
Jan 30, 2025 Q4 2024 |
84,902
shares
|
$8.54 Million
0.77% of portfolio
|
Q4 2024
Added 57.37%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
84,229
shares
|
$8.47 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
83,788
shares
|
$8.42 Million
10.08% of portfolio
|
Q3 2025
Reduced 10.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
83,528
shares
|
$8.4 Million
0.0% of portfolio
|
Q3 2025
Added 15.82%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
83,392
shares
|
$8.38 Million
1.86% of portfolio
|
Q4 2025
Added 89.52%
|
|
|
Bull Oak Capital, LLC
San Diego, CA |
Nov 10, 2025 Q3 2025 |
83,184
shares
|
$8.36 Million
3.63% of portfolio
|
Q3 2025
Reduced 14.73%
|
|
|
Farrow Financial Inc.
Randolph, VT |
Nov 03, 2025 Q3 2025 |
83,014
shares
|
$8.35 Million
4.85% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
82,306
shares
|
$8.27 Million
0.64% of portfolio
|
Q3 2025
Reduced 28.13%
|
|
|
Strategic Advisors LLC
|
Nov 03, 2025 Q3 2025 |
80,417
shares
|
$8.08 Million
1.33% of portfolio
|
Q3 2025
New holding
|
|