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 |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
7,184
shares
|
$722,207
0.13% of portfolio
|
Q3 2025
Reduced 69.09%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
7,162
shares
|
$719,995
0.05% of portfolio
|
Q2 2024
Reduced 86.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
7,093
shares
|
$713,059
0.02% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
7,061
shares
|
$709,842
0.21% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
7,041
shares
|
$707,831
0.0% of portfolio
|
Q3 2025
Reduced 39.35%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 06, 2026 Q4 2025 |
6,975
shares
|
$701,196
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
6,954
shares
|
$699,085
0.01% of portfolio
|
Q3 2025
Added 92.26%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
6,943
shares
|
$697,979
0.08% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Nbz Investment Advisors LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
6,930
shares
|
$696,672
0.36% of portfolio
|
Q3 2025
Reduced 25.8%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
6,899
shares
|
$693,556
0.0% of portfolio
|
Q3 2025
Added 10045.59%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,870
shares
|
$690,641
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
6,862
shares
|
$689,836
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
6,837
shares
|
$687,323
0.05% of portfolio
|
Q3 2025
Reduced 95.84%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
6,772
shares
|
$680,789
0.41% of portfolio
|
Q3 2025
Reduced 55.2%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
6,742
shares
|
$677,773
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
6,652
shares
|
$668,725
0.11% of portfolio
|
Q4 2025
Reduced 1.68%
|
|
|
Provident Investment Management, Inc.
Novi, MI |
Nov 18, 2025 Q3 2025 |
6,643
shares
|
$667,820
0.07% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 19, 2025 Q3 2025 |
6,449
shares
|
$648,317
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
6,390
shares
|
$642,386
0.05% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
6,338
shares
|
$637,159
0.05% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
6,309
shares
|
$634,243
0.29% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
6,279
shares
|
$631,227
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
6,190
shares
|
$622,280
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
6,164
shares
|
$619,666
0.04% of portfolio
|
Q3 2025
Reduced 5.43%
|
|
|
Matauro, LLC
New York, NY |
Oct 10, 2025 Q3 2025 |
6,145
shares
|
$617,756
0.1% of portfolio
|
Q3 2025
New holding
|
|