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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
8,103
shares
|
$814,594
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
8,090
shares
|
$813,287
0.24% of portfolio
|
Q3 2025
Added 7.47%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
8,087
shares
|
$812,986
0.05% of portfolio
|
Q4 2025
Reduced 7.64%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
8,085
shares
|
$812,785
0.07% of portfolio
|
Q3 2025
Added 24.94%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
8,074
shares
|
$811,679
0.32% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
8,024
shares
|
$806,652
0.01% of portfolio
|
Q2 2024
Added 3912.0%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
7,963
shares
|
$800,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
7,946
shares
|
$798,811
0.09% of portfolio
|
Q3 2025
Added 112.23%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
7,778
shares
|
$781,922
0.01% of portfolio
|
Q3 2025
Added 11.5%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
7,752
shares
|
$779,308
0.24% of portfolio
|
Q4 2025
Added 27.77%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
7,751
shares
|
$779,208
0.52% of portfolio
|
Q4 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 08, 2026 Q4 2025 |
7,661
shares
|
$770,160
0.4% of portfolio
|
Q4 2025
Added 113.22%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
7,609
shares
|
$764,932
0.07% of portfolio
|
Q3 2025
Reduced 76.55%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
7,560
shares
|
$760,006
0.26% of portfolio
|
Q4 2025
Reduced 11.95%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
7,552
shares
|
$759,202
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,536
shares
|
$757,594
0.02% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
7,535
shares
|
$757,493
0.02% of portfolio
|
Q3 2025
Reduced 6.91%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
7,512
shares
|
$755,181
0.2% of portfolio
|
Q3 2025
Reduced 96.39%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
7,455
shares
|
$749,451
0.0% of portfolio
|
Q4 2025
Added 3.53%
|
|
|
First American Bank
Dundee, IL |
Oct 20, 2025 Q3 2025 |
7,397
shares
|
$743,620
0.05% of portfolio
|
Q3 2025
Reduced 33.49%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
7,381
shares
|
$742,011
0.04% of portfolio
|
Q3 2025
Reduced 45.16%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jan 12, 2026 Q4 2025 |
7,304
shares
|
$734,271
0.61% of portfolio
|
Q4 2025
Reduced 10.81%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
7,252
shares
|
$729,043
0.34% of portfolio
|
Q3 2025
Added 8.16%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
7,226
shares
|
$726,429
0.18% of portfolio
|
Q3 2025
Reduced 17.61%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
7,188
shares
|
$722,609
0.06% of portfolio
|
Q1 2025
Reduced 37.15%
|
|