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 |
|---|---|---|---|---|---|
|
Maxi Investments Cy LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
1,529,950
shares
|
$154 Million
32.04% of portfolio
|
Q3 2025
Added 53.85%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,484,085
shares
|
$149 Million
12.52% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,432,045
shares
|
$144 Million
0.03% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,427,133
shares
|
$143 Million
4.36% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,427,033
shares
|
$143 Million
0.92% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,367,789
shares
|
$138 Million
0.02% of portfolio
|
Q2 2025
Added 21.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,323,537
shares
|
$133 Million
6.44% of portfolio
|
Q2 2023
Added 28.01%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
1,261,219
shares
|
$127 Million
14.36% of portfolio
|
Q3 2025
Added 6.35%
|
|
|
Awm Capital, LLC
|
Oct 29, 2025 Q3 2025 |
1,238,462
shares
|
$125 Million
15.38% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,216,915
shares
|
$122 Million
0.57% of portfolio
|
Q3 2025
Reduced 42.05%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,205,033
shares
|
$121 Million
0.08% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
1,192,384
shares
|
$120 Million
5.64% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,164,581
shares
|
$117 Million
0.5% of portfolio
|
Q3 2025
Reduced 14.19%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
1,124,189
shares
|
$113 Million
1.47% of portfolio
|
Q3 2025
Added 10.34%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,076,919
shares
|
$108 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,019,354
shares
|
$102 Million
0.03% of portfolio
|
Q3 2025
Added 6.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,009,428
shares
|
$101 Million
2.42% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
996,169
shares
|
$100 Million
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
968,018
shares
|
$97.3 Million
1.47% of portfolio
|
Q3 2025
Added 53.41%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
957,761
shares
|
$96.3 Million
4.58% of portfolio
|
Q3 2025
Reduced 15.17%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2025 Q3 2025 |
950,951
shares
|
$95.6 Million
19.77% of portfolio
|
Q3 2025
Added 40.98%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
923,312
shares
|
$92.8 Million
0.09% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Cheviot Value Management, LLC
|
Oct 31, 2025 Q3 2025 |
869,383
shares
|
$87.4 Million
9.44% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Balentine LLC
Atlanta, GA |
Nov 07, 2025 Q3 2025 |
859,516
shares
|
$86.4 Million
3.47% of portfolio
|
Q3 2025
Reduced 14.83%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
851,807
shares
|
$85.6 Million
62.72% of portfolio
|
Q3 2025
Added 26.98%
|
|