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 1,066 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 |
|---|---|---|---|---|---|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Nov 04, 2025 Q3 2025 |
524,601
shares
|
$52.7 Million
14.88% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Arjuna Capital
|
Nov 04, 2025 Q3 2025 |
516,722
shares
|
$51.9 Million
13.37% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
503,305
shares
|
$50.6 Million
0.38% of portfolio
|
Q3 2025
Added 513.39%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
501,698
shares
|
$50.4 Million
0.12% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
500,952
shares
|
$50.4 Million
1.17% of portfolio
|
Q3 2025
Added 14.41%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
492,326
shares
|
$49.5 Million
0.15% of portfolio
|
Q3 2025
Added 20.13%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
487,889
shares
|
$49 Million
8.91% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
474,512
shares
|
$47.7 Million
0.91% of portfolio
|
Q3 2025
Added 20.94%
|
|
|
Lee Johnson Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
468,871
shares
|
$47.1 Million
15.78% of portfolio
|
Q3 2025
Reduced 38.29%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
467,286
shares
|
$47 Million
0.08% of portfolio
|
Q3 2025
Added 2261.94%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
463,249
shares
|
$46.6 Million
1.79% of portfolio
|
Q3 2025
Added 528.89%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
454,080
shares
|
$45.6 Million
2.71% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
446,509
shares
|
$44.9 Million
1.51% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
433,169
shares
|
$43.5 Million
3.7% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
432,375
shares
|
$43.5 Million
0.12% of portfolio
|
Q3 2025
Added 15330.94%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
427,151
shares
|
$42.9 Million
0.06% of portfolio
|
Q3 2025
Added 24.91%
|
|
|
Efficient Frontier Advisors LLC
Eastford, CT |
Jul 09, 2025 Q2 2025 |
417,900
shares
|
$42 Million
26.79% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
403,980
shares
|
$40.6 Million
0.05% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
402,456
shares
|
$40.5 Million
1.81% of portfolio
|
Q3 2025
Added 2.54%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
402,349
shares
|
$40.4 Million
0.46% of portfolio
|
Q3 2025
Added 37.22%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
396,671
shares
|
$39.9 Million
0.12% of portfolio
|
Q3 2025
Added 278.82%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
390,824
shares
|
$39.3 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.1%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
389,783
shares
|
$39.2 Million
1.98% of portfolio
|
Q3 2025
Added 15318.63%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2025 Q3 2025 |
384,792
shares
|
$38.7 Million
6.12% of portfolio
|
Q3 2025
Added 47.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
383,691
shares
|
$38.6 Million
0.24% of portfolio
|
Q4 2024
Reduced 6.73%
|
|