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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
9,284
shares
|
$933,320
0.32% of portfolio
|
Q3 2025
Added 375.13%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Oct 28, 2025 Q3 2025 |
9,242
shares
|
$929,098
0.36% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Denali Advisors LLC
|
Nov 07, 2025 Q3 2025 |
9,225
shares
|
$927,389
0.11% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
9,207
shares
|
$925,579
0.03% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,203
shares
|
$925,177
0.0% of portfolio
|
Q3 2025
Added 181.95%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
9,186
shares
|
$923,468
0.04% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
9,145
shares
|
$919,346
0.08% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
9,065
shares
|
$911,304
0.65% of portfolio
|
Q3 2025
Added 78.8%
|
|
|
Clarity Financial LLC
|
Oct 10, 2025 Q3 2025 |
9,047
shares
|
$909,494
0.09% of portfolio
|
Q3 2025
Reduced 81.79%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
8,934
shares
|
$898,135
0.48% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Guardian Financial Partners, LLC
|
Jan 14, 2026 Q4 2025 |
8,932
shares
|
$897,933
0.5% of portfolio
|
Q4 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,842
shares
|
$888,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,715
shares
|
$876,118
0.05% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
8,637
shares
|
$868,277
0.04% of portfolio
|
Q3 2025
Added 18.36%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
8,637
shares
|
$868,277
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
8,500
shares
|
$854,505
0.06% of portfolio
|
Q3 2025
Reduced 41.58%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
8,477
shares
|
$852,192
0.04% of portfolio
|
Q3 2025
Added 10.11%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
8,423
shares
|
$846,764
0.2% of portfolio
|
Q3 2025
Reduced 16.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,385
shares
|
$842,944
0.02% of portfolio
|
Q3 2025
Added 76.79%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
8,377
shares
|
$842,139
0.0% of portfolio
|
Q2 2025
Added 5.01%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
8,332
shares
|
$837,615
0.1% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
8,325
shares
|
$836,912
0.03% of portfolio
|
Q3 2025
Added 36.41%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
8,250
shares
|
$829,372
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
8,188
shares
|
$823,139
0.13% of portfolio
|
Q3 2025
Reduced 14.91%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
8,122
shares
|
$816,504
0.01% of portfolio
|
Q2 2024
Reduced 21.93%
|
|