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 1,072 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 |
|---|---|---|---|---|---|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
22,149
shares
|
$2.23 Million
0.79% of portfolio
|
Q3 2025
Added 187.2%
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Oct 09, 2025 Q3 2025 |
22,140
shares
|
$2.23 Million
1.47% of portfolio
|
Q3 2025
New holding
|
|
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
Oct 29, 2025 Q3 2025 |
21,938
shares
|
$2.21 Million
0.89% of portfolio
|
Q2 2025
Added 218.5%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
21,916
shares
|
$2.2 Million
1.97% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
21,877
shares
|
$2.2 Million
1.23% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2025 Q3 2025 |
21,805
shares
|
$2.19 Million
1.83% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Oak Harvest Investment Services
|
Oct 17, 2025 Q3 2025 |
21,360
shares
|
$2.15 Million
0.26% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
21,271
shares
|
$2.14 Million
0.51% of portfolio
|
Q3 2025
Reduced 31.59%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Oct 14, 2025 Q3 2025 |
21,207
shares
|
$2.13 Million
1.66% of portfolio
|
Q3 2025
Reduced 11.95%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
21,192
shares
|
$2.13 Million
0.61% of portfolio
|
Q3 2025
Added 85.57%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
21,075
shares
|
$2.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
21,023
shares
|
$2.11 Million
0.22% of portfolio
|
Q3 2025
Reduced 36.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
20,998
shares
|
$2.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
20,974
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2025
Added 5.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
20,629
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2025
Added 43.44%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
20,037
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2025
Added 16.19%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
20,016
shares
|
$2.01 Million
0.24% of portfolio
|
Q3 2025
Reduced 16.52%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2025 Q3 2025 |
19,881
shares
|
$2 Million
0.32% of portfolio
|
Q3 2025
Added 6.44%
|
|
|
Ervin Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
19,756
shares
|
$1.99 Million
1.23% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
19,724
shares
|
$1.98 Million
0.12% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 13, 2025 Q3 2025 |
19,705
shares
|
$1.98 Million
0.62% of portfolio
|
Q3 2025
Reduced 9.85%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
19,511
shares
|
$1.96 Million
0.07% of portfolio
|
Q4 2025
Added 184.54%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
19,500
shares
|
$1.96 Million
0.47% of portfolio
|
Q3 2025
Reduced 34.58%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
19,275
shares
|
$1.94 Million
0.41% of portfolio
|
Q3 2024
Added 163.82%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
19,140
shares
|
$1.92 Million
0.33% of portfolio
|
Q3 2025
Reduced 12.01%
|
|