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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
16,837
shares
|
$1.69 Million
0.58% of portfolio
|
Q3 2025
Added 33.98%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
16,809
shares
|
$1.69 Million
0.57% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
16,771
shares
|
$1.69 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Plancorp, LLC
|
Oct 15, 2025 Q3 2025 |
16,752
shares
|
$1.68 Million
0.05% of portfolio
|
Q3 2025
Reduced 68.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
16,719
shares
|
$1.68 Million
0.24% of portfolio
|
Q3 2025
Reduced 11.99%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
16,693
shares
|
$1.68 Million
0.11% of portfolio
|
Q4 2023
Added 12.05%
|
|
|
Emerald Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
16,618
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2025
Added 25.47%
|
|
|
Peapod Lane Capital LLC
Bedford Hills, NY |
Nov 10, 2025 Q3 2025 |
16,585
shares
|
$1.67 Million
1.49% of portfolio
|
Q3 2025
Reduced 11.45%
|
|
|
Compass Capital Management, Inc
|
Nov 13, 2025 Q3 2025 |
16,568
shares
|
$1.67 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
16,486
shares
|
$1.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
16,450
shares
|
$1.65 Million
0.22% of portfolio
|
Q3 2025
Reduced 7.95%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
16,426
shares
|
$1.65 Million
1.11% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
16,261
shares
|
$1.63 Million
0.28% of portfolio
|
Q3 2025
Added 92.26%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
16,217
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2025
Added 239.69%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
16,189
shares
|
$1.63 Million
0.39% of portfolio
|
Q3 2025
Added 168.21%
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
15,944
shares
|
$1.6 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Nov 12, 2025 Q3 2025 |
15,900
shares
|
$1.6 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
15,886
shares
|
$1.6 Million
0.54% of portfolio
|
Q2 2025
Added 140.62%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
15,877
shares
|
$1.6 Million
0.11% of portfolio
|
Q3 2025
Reduced 37.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Nov 10, 2025 Q3 2025 |
15,860
shares
|
$1.59 Million
0.14% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jul 14, 2025 Q2 2025 |
15,855
shares
|
$1.59 Million
0.3% of portfolio
|
Q2 2025
Added 75.68%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
15,658
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Added 218.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
15,647
shares
|
$1.57 Million
0.12% of portfolio
|
Q4 2023
Added 219.59%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
15,557
shares
|
$1.56 Million
0.2% of portfolio
|
Q3 2025
Reduced 35.25%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
15,424
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Reduced 38.88%
|
|