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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
5,658
shares
|
$568,798
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Nov 13, 2025 Q3 2025 |
5,647
shares
|
$567,692
0.53% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,630
shares
|
$565,983
0.08% of portfolio
|
Q4 2025
Added 3.3%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
5,630
shares
|
$565,983
0.02% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,609
shares
|
$563,872
0.09% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
5,605
shares
|
$563,470
0.04% of portfolio
|
Q4 2025
Added 250.53%
|
|
|
Christopher Bloomstran
Semper Augustus Investments Group LLC | Highlands Ranch, CO
|
Nov 14, 2025 Q3 2025 |
5,565
shares
|
$559,449
0.07% of portfolio
|
Q3 2025
Reduced 31.53%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 06, 2025 Q3 2025 |
5,525
shares
|
$555,428
0.22% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jan 12, 2026 Q4 2025 |
5,471
shares
|
$549,999
0.09% of portfolio
|
Q4 2025
Added 3.46%
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
5,447
shares
|
$547,586
0.14% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
5,433
shares
|
$546,179
0.01% of portfolio
|
Q3 2025
Reduced 85.26%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,426
shares
|
$545,475
0.04% of portfolio
|
Q3 2025
Added 46.97%
|
|
|
Spg Advisors LLC
Kirkland, WA |
Nov 14, 2025 Q3 2025 |
5,408
shares
|
$543,666
6.27% of portfolio
|
Q3 2025
Added 24.44%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 13, 2025 Q3 2025 |
5,400
shares
|
$542,862
0.18% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
5,393
shares
|
$542,158
0.02% of portfolio
|
Q3 2025
Reduced 17.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
5,374
shares
|
$540,248
0.06% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Rda Financial Network
|
Jan 06, 2026 Q4 2025 |
5,316
shares
|
$534,417
0.13% of portfolio
|
Q4 2025
Reduced 17.89%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
5,303
shares
|
$533,110
0.02% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,302
shares
|
$533,010
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 20, 2025 Q3 2025 |
5,290
shares
|
$531,803
0.26% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2025 Q3 2025 |
5,241
shares
|
$526,877
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
5,108
shares
|
$513,507
0.05% of portfolio
|
Q3 2025
Reduced 8.38%
|
|
|
Shayne & Co., LLC
|
Nov 04, 2025 Q3 2025 |
5,100
shares
|
$512,703
0.16% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
5,075
shares
|
$510,189
0.13% of portfolio
|
Q3 2025
Reduced 30.36%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
5,006
shares
|
$503,253
0.46% of portfolio
|
Q4 2024
Added 73.28%
|
|