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 |
|---|---|---|---|---|---|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
12,249
shares
|
$1.23 Million
0.28% of portfolio
|
Q4 2025
Reduced 37.18%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
12,241
shares
|
$1.23 Million
0.58% of portfolio
|
Q4 2025
Reduced 74.04%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
12,140
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Nov 14, 2025 Q3 2025 |
12,131
shares
|
$1.22 Million
0.91% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
12,123
shares
|
$1.22 Million
0.31% of portfolio
|
Q3 2025
Reduced 20.92%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
12,081
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
11,998
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2025
Added 11.44%
|
|
|
Collier Financial
Denver, CO |
Nov 05, 2025 Q3 2025 |
11,910
shares
|
$1.2 Million
0.9% of portfolio
|
Q3 2025
Reduced 34.99%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 21, 2025 Q3 2025 |
11,868
shares
|
$1.19 Million
0.51% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Oct 20, 2025 Q3 2025 |
11,770
shares
|
$1.18 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
11,700
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
17 Capital Partners, LLC
|
Nov 14, 2025 Q3 2025 |
11,665
shares
|
$1.17 Million
0.64% of portfolio
|
Q3 2025
Added 51.53%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
11,649
shares
|
$1.17 Million
0.17% of portfolio
|
Q3 2025
Added 11.34%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
11,649
shares
|
$1.17 Million
0.74% of portfolio
|
Q4 2025
Reduced 49.17%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
11,536
shares
|
$1.16 Million
0.21% of portfolio
|
Q2 2024
Added 32.77%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
11,455
shares
|
$1.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 20.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
11,452
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Added 3.8%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
11,410
shares
|
$1.15 Million
0.62% of portfolio
|
Q3 2025
Added 4.27%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,400
shares
|
$1.15 Million
0.34% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
11,244
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Nov 07, 2025 Q3 2025 |
11,199
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
11,179
shares
|
$1.12 Million
0.63% of portfolio
|
Q1 2025
Added 143.5%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
11,166
shares
|
$1.12 Million
0.61% of portfolio
|
Q3 2025
Added 239.7%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,121
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 148.13%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 04, 2025 Q3 2025 |
11,093
shares
|
$1.12 Million
0.44% of portfolio
|
Q3 2025
New holding
|
|