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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
42,180
shares
|
$4.24 Million
0.19% of portfolio
|
Q3 2025
Reduced 17.24%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
41,860
shares
|
$4.21 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Jan 07, 2026 Q4 2025 |
41,805
shares
|
$4.2 Million
4.24% of portfolio
|
Q4 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
41,550
shares
|
$4.18 Million
1.56% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
41,211
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
41,002
shares
|
$4.12 Million
0.21% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
40,886
shares
|
$4.11 Million
0.33% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Nov 05, 2025 Q3 2025 |
40,872
shares
|
$4.11 Million
2.76% of portfolio
|
Q3 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
40,808
shares
|
$4.1 Million
0.87% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
40,204
shares
|
$4.04 Million
2.16% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
39,882
shares
|
$4.01 Million
0.91% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Financial Strategies Group, Inc.
|
Nov 04, 2025 Q3 2025 |
39,719
shares
|
$3.99 Million
0.83% of portfolio
|
Q3 2025
Added 33.32%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
39,372
shares
|
$3.96 Million
0.46% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
39,195
shares
|
$3.94 Million
1.32% of portfolio
|
Q3 2025
Added 18.03%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
38,233
shares
|
$3.84 Million
1.12% of portfolio
|
Q4 2025
Reduced 32.09%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
37,615
shares
|
$3.78 Million
1.65% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
37,473
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 52.82%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
37,231
shares
|
$3.74 Million
0.94% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Nov 10, 2025 Q3 2025 |
36,996
shares
|
$3.72 Million
2.44% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
36,906
shares
|
$3.71 Million
0.11% of portfolio
|
Q3 2025
Added 40.12%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
36,883
shares
|
$3.71 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.37%
|
|
|
First Pacific Advisors, LP
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
36,572
shares
|
$3.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 24.0%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
36,382
shares
|
$3.66 Million
0.41% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
36,138
shares
|
$3.63 Million
0.04% of portfolio
|
Q3 2025
Added 7.69%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
35,540
shares
|
$3.57 Million
0.21% of portfolio
|
Q3 2025
Added 1.4%
|
|