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 1,077 institutions that hold shares in the stock, with a total of 179 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
27,413
shares
|
$2.76 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
27,195
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.94%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Nov 24, 2025 Q3 2025 |
27,031
shares
|
$2.72 Million
2.18% of portfolio
|
Q3 2025
Added 59.41%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
26,960
shares
|
$2.71 Million
0.38% of portfolio
|
Q3 2025
Added 47.15%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
26,904
shares
|
$2.7 Million
0.45% of portfolio
|
Q3 2025
Reduced 51.21%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
26,857
shares
|
$2.7 Million
0.06% of portfolio
|
Q3 2025
Reduced 29.91%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
26,849
shares
|
$2.7 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.18%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
26,666
shares
|
$2.68 Million
0.23% of portfolio
|
Q3 2025
Reduced 22.11%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
26,574
shares
|
$2.67 Million
0.99% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Bayshore Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
26,509
shares
|
$2.66 Million
1.12% of portfolio
|
Q4 2025
Added 120.32%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
26,488
shares
|
$2.66 Million
0.75% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
26,324
shares
|
$2.65 Million
1.16% of portfolio
|
Q3 2025
Reduced 7.46%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
26,178
shares
|
$2.63 Million
0.05% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
25,433
shares
|
$2.56 Million
0.91% of portfolio
|
Q3 2025
Added 37.16%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
25,392
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Reduced 40.43%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
25,371
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2025
Added 18.09%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
25,359
shares
|
$2.55 Million
0.35% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
25,162
shares
|
$2.53 Million
0.1% of portfolio
|
Q3 2025
Added 602.65%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
24,752
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2025
Added 120.31%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
24,719
shares
|
$2.49 Million
1.47% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
24,674
shares
|
$2.48 Million
0.76% of portfolio
|
Q3 2025
Reduced 20.19%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
24,656
shares
|
$2.48 Million
0.12% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 06, 2025 Q3 2025 |
24,207
shares
|
$2.43 Million
0.22% of portfolio
|
Q3 2025
Added 495.35%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
24,099
shares
|
$2.42 Million
2.74% of portfolio
|
Q4 2023
Added 1.37%
|
|
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
23,982
shares
|
$2.41 Million
2.03% of portfolio
|
Q3 2025
Added 81.41%
|
|