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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,868
shares
|
$288,320
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,867
shares
|
$288,219
0.04% of portfolio
|
Q3 2025
Reduced 10.27%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
2,863
shares
|
$287,817
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
2,858
shares
|
$287,314
0.01% of portfolio
|
Q3 2025
Reduced 75.93%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
2,854
shares
|
$286,912
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Oct 24, 2025 Q3 2025 |
2,831
shares
|
$284,600
0.05% of portfolio
|
Q3 2025
Added 33.1%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
2,828
shares
|
$284,298
0.1% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
2,816
shares
|
$283,092
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 04, 2025 Q3 2025 |
2,812
shares
|
$282,690
0.0% of portfolio
|
Q3 2025
Added 34.42%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
2,768
shares
|
$278,267
0.05% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
2,760
shares
|
$277,462
0.2% of portfolio
|
Q3 2025
Added 31.12%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 13, 2026 Q4 2025 |
2,752
shares
|
$276,658
0.05% of portfolio
|
Q4 2025
Added 2.12%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,709
shares
|
$272,335
0.01% of portfolio
|
Q4 2025
Reduced 27.53%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
2,706
shares
|
$272,034
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Hills Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
2,704
shares
|
$271,833
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
2,650
shares
|
$266,404
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
2,622
shares
|
$263,589
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
2,562
shares
|
$257,557
0.21% of portfolio
|
Q3 2025
New holding
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
2,558
shares
|
$257,155
0.1% of portfolio
|
Q3 2025
Added 26.51%
|
|
|
Impac Tfolio, LLC
|
Jan 07, 2026 Q4 2025 |
2,551
shares
|
$256,452
0.11% of portfolio
|
Q4 2025
Added 1.31%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
2,551
shares
|
$256,452
0.04% of portfolio
|
Q2 2025
Reduced 11.08%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
2,522
shares
|
$253,536
0.17% of portfolio
|
Q3 2025
Reduced 49.48%
|
|
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
Apr 30, 2024 Q1 2024 |
2,512
shares
|
$252,531
0.03% of portfolio
|
Q1 2024
Reduced 3.53%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,511
shares
|
$252,430
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tran Capital Management, L.P.
|
Oct 23, 2025 Q3 2025 |
2,500
shares
|
$251,325
0.04% of portfolio
|
Q3 2025
New holding
|
|