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 1,071 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 |
|---|---|---|---|---|---|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
49,980
shares
|
$5.02 Million
4.89% of portfolio
|
Q2 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
48,846
shares
|
$4.91 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Partners LLC
Berkeley, CA |
Nov 10, 2025 Q3 2025 |
48,788
shares
|
$4.9 Million
4.27% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Maseco LLP
London, |
Nov 12, 2025 Q3 2025 |
48,631
shares
|
$4.89 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
48,529
shares
|
$4.88 Million
0.06% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
48,027
shares
|
$4.83 Million
1.63% of portfolio
|
Q3 2025
Added 70.06%
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
48,021
shares
|
$4.83 Million
1.18% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
47,723
shares
|
$4.8 Million
0.68% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
47,162
shares
|
$4.74 Million
2.43% of portfolio
|
Q3 2025
Reduced 76.24%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
46,899
shares
|
$4.71 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 21, 2025 Q3 2025 |
46,434
shares
|
$4.67 Million
1.52% of portfolio
|
Q3 2025
New holding
|
|
|
Esg Planning
Santa Clara, CA |
Nov 13, 2025 Q3 2025 |
46,034
shares
|
$4.63 Million
2.26% of portfolio
|
Q3 2025
Reduced 3.91%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
45,466
shares
|
$4.57 Million
1.11% of portfolio
|
Q3 2025
Added 4.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
45,223
shares
|
$4.55 Million
0.24% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
45,204
shares
|
$4.54 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
45,035
shares
|
$4.53 Million
1.11% of portfolio
|
Q3 2025
Added 186.68%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
44,944
shares
|
$4.52 Million
0.12% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
44,765
shares
|
$4.5 Million
0.5% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
44,476
shares
|
$4.47 Million
3.28% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
44,002
shares
|
$4.42 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
43,678
shares
|
$4.39 Million
0.36% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
43,378
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
43,298
shares
|
$4.35 Million
3.5% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
42,861
shares
|
$4.31 Million
2.1% of portfolio
|
Q3 2025
Added 65.11%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
42,763
shares
|
$4.3 Million
3.72% of portfolio
|
Q3 2025
Reduced 2.52%
|
|