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 |
|---|---|---|---|---|---|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
35,482
shares
|
$3.57 Million
2.18% of portfolio
|
Q4 2025
Reduced 7.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
35,427
shares
|
$3.56 Million
0.08% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Wisconsin Capital Management LLC
|
Nov 12, 2025 Q3 2025 |
34,861
shares
|
$3.5 Million
1.82% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
34,720
shares
|
$3.49 Million
0.51% of portfolio
|
Q3 2025
Reduced 25.88%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
34,510
shares
|
$3.47 Million
0.08% of portfolio
|
Q3 2025
Reduced 98.02%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 28, 2025 Q3 2025 |
34,467
shares
|
$3.46 Million
1.83% of portfolio
|
Q3 2025
Added 72.2%
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Nov 13, 2025 Q3 2025 |
34,282
shares
|
$3.45 Million
2.5% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Scratch Capital LLC
Boise, ID |
Oct 14, 2025 Q3 2025 |
34,252
shares
|
$3.44 Million
2.28% of portfolio
|
Q3 2025
Reduced 29.73%
|
|
|
Elevate Capital Advisors, LLC
Eagle, CO |
Oct 27, 2025 Q3 2025 |
33,354
shares
|
$3.35 Million
2.34% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
33,349
shares
|
$3.35 Million
0.57% of portfolio
|
Q1 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
32,876
shares
|
$3.31 Million
0.42% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Mc Namara Financial Services, Inc.
|
Nov 14, 2025 Q3 2025 |
32,780
shares
|
$3.3 Million
0.62% of portfolio
|
Q3 2025
Added 34.66%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
32,411
shares
|
$3.26 Million
0.23% of portfolio
|
Q3 2025
Reduced 47.69%
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
32,332
shares
|
$3.25 Million
0.71% of portfolio
|
Q3 2025
Added 20.73%
|
|
|
Wespac Advisors So Cal, LLC
|
Jan 07, 2026 Q4 2025 |
32,059
shares
|
$3.22 Million
0.67% of portfolio
|
Q4 2025
Added 7.56%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
31,835
shares
|
$3.2 Million
0.21% of portfolio
|
Q3 2025
Reduced 25.58%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Nov 04, 2025 Q3 2025 |
31,754
shares
|
$3.19 Million
2.21% of portfolio
|
Q3 2025
Reduced 37.58%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
31,746
shares
|
$3.19 Million
1.79% of portfolio
|
Q3 2025
Added 153.3%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Oct 29, 2025 Q3 2025 |
31,741
shares
|
$3.19 Million
3.71% of portfolio
|
Q3 2025
Added 21.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
31,621
shares
|
$3.18 Million
1.46% of portfolio
|
Q3 2025
Added 335.49%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Nov 04, 2025 Q3 2025 |
31,569
shares
|
$3.17 Million
1.43% of portfolio
|
Q3 2025
Added 26.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
31,107
shares
|
$3.13 Million
0.09% of portfolio
|
Q3 2025
Added 799.31%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
31,072
shares
|
$3.12 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Mills Wealth Advisors LLC
Southlake, TX |
Oct 10, 2025 Q3 2025 |
31,042
shares
|
$3.12 Million
1.27% of portfolio
|
Q3 2025
Added 282.29%
|
|
|
Greenspring Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
31,040
shares
|
$3.12 Million
0.57% of portfolio
|
Q3 2025
Reduced 18.43%
|
|