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 |
|---|---|---|---|---|---|
|
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
|
|
|
Pathway Financial Advisors LLC
|
Jan 13, 2026 Q4 2025 |
6,122
shares
|
$615,444
0.09% of portfolio
|
Q4 2025
Reduced 13.51%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
6,119
shares
|
$615,143
0.35% of portfolio
|
Q4 2025
Added 6.1%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
6,100
shares
|
$613,233
0.04% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
6,055
shares
|
$608,709
0.03% of portfolio
|
Q3 2025
Reduced 79.12%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
6,052
shares
|
$608,407
0.01% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
6,051
shares
|
$608,307
0.0% of portfolio
|
Q3 2025
Reduced 48.29%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
6,025
shares
|
$605,693
0.26% of portfolio
|
Q3 2025
Added 71.59%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
6,012
shares
|
$604,386
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
5,985
shares
|
$601,672
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Goepper Burkhardt LLC
|
Nov 14, 2025 Q3 2025 |
5,942
shares
|
$597,349
0.21% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
5,905
shares
|
$593,629
0.27% of portfolio
|
Q3 2025
Reduced 13.05%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
5,901
shares
|
$593,227
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
5,900
shares
|
$593,127
0.98% of portfolio
|
Q3 2025
New holding
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
5,875
shares
|
$590,613
0.02% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
5,872
shares
|
$590,312
0.23% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
5,870
shares
|
$590,111
0.12% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Oct 31, 2025 Q3 2025 |
5,859
shares
|
$589,005
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
5,850
shares
|
$588,100
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
5,840
shares
|
$587,095
0.12% of portfolio
|
Q4 2025
Reduced 34.57%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
5,794
shares
|
$582,470
0.1% of portfolio
|
Q3 2025
Added 76.75%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
5,755
shares
|
$578,550
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
5,754
shares
|
$578,449
0.14% of portfolio
|
Q3 2025
Added 24.52%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
5,740
shares
|
$577,042
0.04% of portfolio
|
Q3 2025
Reduced 44.08%
|
|