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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
19,130
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2025
Added 79.59%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
18,978
shares
|
$1.91 Million
0.14% of portfolio
|
Q3 2025
Added 153.45%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,925
shares
|
$1.9 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
18,769
shares
|
$1.89 Million
0.12% of portfolio
|
Q2 2025
Added 278.03%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
18,760
shares
|
$1.89 Million
0.14% of portfolio
|
Q3 2025
Added 6.34%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
18,718
shares
|
$1.88 Million
1.23% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
18,675
shares
|
$1.88 Million
0.21% of portfolio
|
Q3 2025
Added 22.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
18,519
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Reduced 40.39%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
18,219
shares
|
$1.83 Million
1.64% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
18,189
shares
|
$1.83 Million
0.04% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
18,134
shares
|
$1.82 Million
0.25% of portfolio
|
Q3 2025
Reduced 19.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
18,133
shares
|
$1.82 Million
0.1% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
18,128
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.48%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
18,002
shares
|
$1.81 Million
0.25% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Pilgrim Partners Asia Pte LTD
Singapore, U0 |
Nov 03, 2025 Q3 2025 |
18,000
shares
|
$1.81 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
17,954
shares
|
$1.8 Million
0.16% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
17,904
shares
|
$1.8 Million
0.77% of portfolio
|
Q3 2025
Added 124.39%
|
|
|
Procyon Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
17,838
shares
|
$1.79 Million
0.03% of portfolio
|
Q4 2025
Added 2.34%
|
|
|
Axis Wealth Partners, LLC
East Providence, RI |
Oct 24, 2025 Q3 2025 |
17,495
shares
|
$1.76 Million
1.03% of portfolio
|
Q3 2025
Reduced 31.25%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
17,469
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Mader & Shannon Wealth Management, Inc.
|
Nov 12, 2025 Q3 2025 |
17,270
shares
|
$1.74 Million
0.85% of portfolio
|
Q3 2025
Reduced 90.82%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
17,089
shares
|
$1.72 Million
1.77% of portfolio
|
Q3 2025
Added 15.79%
|
|