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 |
|---|---|---|---|---|---|
|
Warren Street Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
78,532
shares
|
$7.89 Million
2.44% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
78,425
shares
|
$7.88 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.89%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
78,391
shares
|
$7.88 Million
3.46% of portfolio
|
Q3 2025
Reduced 14.58%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
78,137
shares
|
$7.86 Million
1.57% of portfolio
|
Q3 2025
Added 20.98%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
77,139
shares
|
$7.75 Million
0.45% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
76,785
shares
|
$7.72 Million
3.41% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
76,699
shares
|
$7.71 Million
0.33% of portfolio
|
Q3 2025
Reduced 6.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
76,663
shares
|
$7.71 Million
0.43% of portfolio
|
Q3 2025
Reduced 29.62%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
75,740
shares
|
$7.61 Million
2.92% of portfolio
|
Q3 2025
Added 26.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
74,825
shares
|
$7.52 Million
0.92% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Svb Wealth LLC
Boston, MA |
Nov 06, 2025 Q3 2025 |
74,625
shares
|
$7.5 Million
0.41% of portfolio
|
Q3 2025
Reduced 13.71%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
74,223
shares
|
$7.46 Million
1.8% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
72,409
shares
|
$7.28 Million
0.33% of portfolio
|
Q3 2025
Added 7.88%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Nov 12, 2025 Q3 2025 |
71,899
shares
|
$7.23 Million
0.36% of portfolio
|
Q3 2025
Added 131.5%
|
|
|
Van Weelden Wealth Management, LLC
West Chester Township, OH |
Nov 03, 2025 Q3 2025 |
71,727
shares
|
$7.21 Million
5.94% of portfolio
|
Q3 2025
Added 18.05%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
71,694
shares
|
$7.21 Million
2.07% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
71,651
shares
|
$7.2 Million
0.42% of portfolio
|
Q3 2025
Reduced 28.39%
|
|
|
Klein Pavlis & Peasley Financial, Inc.
Irvine, CA |
Oct 28, 2025 Q3 2025 |
71,221
shares
|
$7.16 Million
4.4% of portfolio
|
Q3 2025
Reduced 50.88%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
70,775
shares
|
$7.12 Million
0.07% of portfolio
|
Q3 2025
Added 3.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
70,624
shares
|
$7.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.03%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
70,370
shares
|
$7.07 Million
1.53% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
70,262
shares
|
$7.06 Million
0.1% of portfolio
|
Q3 2025
Reduced 49.03%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
69,811
shares
|
$7.02 Million
0.67% of portfolio
|
Q3 2025
Reduced 28.71%
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
69,002
shares
|
$6.94 Million
1.77% of portfolio
|
Q2 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
68,891
shares
|
$6.93 Million
4.8% of portfolio
|
Q3 2025
Added 8.59%
|
|