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 1,081 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Nov 13, 2025 Q3 2025 |
30,316
shares
|
$3.05 Million
2.19% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
30,027
shares
|
$3.02 Million
0.0% of portfolio
|
Q3 2025
Added 45.89%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
29,953
shares
|
$3.01 Million
0.53% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Scott & Selber, Inc.
|
Jan 09, 2026 Q4 2025 |
29,950
shares
|
$3.01 Million
0.8% of portfolio
|
Q4 2025
Added 4.32%
|
|
|
New Harbor Financial Group, LLC
Leominster, MA |
Nov 06, 2025 Q3 2025 |
29,847
shares
|
$3 Million
0.62% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
29,744
shares
|
$2.99 Million
0.32% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
29,451
shares
|
$2.96 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
29,431
shares
|
$2.96 Million
0.49% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
29,101
shares
|
$2.93 Million
0.46% of portfolio
|
Q3 2025
Added 40.48%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Nov 13, 2025 Q3 2025 |
28,790
shares
|
$2.89 Million
0.77% of portfolio
|
Q3 2025
Reduced 82.63%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jan 15, 2026 Q4 2025 |
28,617
shares
|
$2.88 Million
1.8% of portfolio
|
Q4 2025
Reduced 22.65%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Nov 10, 2025 Q3 2025 |
28,500
shares
|
$2.87 Million
0.15% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Jan 14, 2026 Q4 2025 |
28,326
shares
|
$2.85 Million
3.1% of portfolio
|
Q4 2025
Reduced 10.76%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
28,246
shares
|
$2.84 Million
2.09% of portfolio
|
Q3 2025
Reduced 24.75%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,229
shares
|
$2.84 Million
1.09% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
28,209
shares
|
$2.84 Million
0.74% of portfolio
|
Q4 2024
Added 161.19%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
28,142
shares
|
$2.83 Million
0.31% of portfolio
|
Q3 2025
Reduced 5.22%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
27,753
shares
|
$2.79 Million
0.28% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
27,617
shares
|
$2.78 Million
0.78% of portfolio
|
Q4 2025
Added 30.32%
|
|
|
Planned Solutions, Inc.
|
Oct 23, 2025 Q3 2025 |
27,551
shares
|
$2.77 Million
1.07% of portfolio
|
Q3 2025
Added 27.13%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
27,429
shares
|
$2.76 Million
1.57% of portfolio
|
Q3 2025
Added 6.57%
|
|