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 |
|---|---|---|---|---|---|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$502,650
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 14, 2026 Q4 2025 |
4,992
shares
|
$501,845
0.07% of portfolio
|
Q3 2025
Added 33.12%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
4,972
shares
|
$499,835
0.0% of portfolio
|
Q2 2025
Reduced 78.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,842
shares
|
$486,766
0.01% of portfolio
|
Q1 2024
Reduced 17.44%
|
|
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
Oct 23, 2025 Q3 2025 |
4,834
shares
|
$485,962
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
4,816
shares
|
$484,152
0.09% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
4,803
shares
|
$482,845
0.03% of portfolio
|
Q3 2025
Added 18.24%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
4,777
shares
|
$480,231
0.02% of portfolio
|
Q3 2025
Added 7.2%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
4,777
shares
|
$480,231
0.27% of portfolio
|
Q3 2025
Reduced 26.33%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
4,701
shares
|
$472,591
0.12% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
4,663
shares
|
$468,771
0.27% of portfolio
|
Q3 2025
Added 40.71%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
4,663
shares
|
$468,771
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Oct 22, 2025 Q3 2025 |
4,630
shares
|
$465,453
0.13% of portfolio
|
Q3 2025
Reduced 94.19%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
4,623
shares
|
$464,750
0.27% of portfolio
|
Q3 2025
Reduced 34.45%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
4,586
shares
|
$461,030
0.14% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,584
shares
|
$460,829
0.08% of portfolio
|
Q3 2025
Reduced 21.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,570
shares
|
$459,422
0.01% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
4,491
shares
|
$451,480
0.05% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
4,432
shares
|
$445,548
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
4,343
shares
|
$436,601
0.05% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
4,316
shares
|
$433,887
0.41% of portfolio
|
Q3 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
4,209
shares
|
$423,130
0.12% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Oct 30, 2025 Q3 2025 |
4,196
shares
|
$421,823
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
4,179
shares
|
$420,114
0.01% of portfolio
|
Q3 2025
Reduced 20.22%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,161
shares
|
$418,305
0.08% of portfolio
|
Q3 2024
Added 1.34%
|
|