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 |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
704
shares
|
$70,773
0.0% of portfolio
|
Q3 2025
Added 17500.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
700
shares
|
$70,371
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
690
shares
|
$69,365
0.02% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
628
shares
|
$63,132
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2025 Q3 2025 |
598
shares
|
$60,116
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
566
shares
|
$56,899
0.01% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
562
shares
|
$56,497
0.0% of portfolio
|
Q3 2023
Added 112.08%
|
|
|
Chesapeake Asset Management LLC
New York, NY |
Jan 08, 2026 Q4 2025 |
560
shares
|
$56,296
0.05% of portfolio
|
Q4 2025
Reduced 44.28%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
527
shares
|
$52,979
0.02% of portfolio
|
Q4 2024
Reduced 11.58%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
510
shares
|
$51,270
0.01% of portfolio
|
Q4 2025
Reduced 36.88%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
470
shares
|
$47,249
0.01% of portfolio
|
Q4 2025
Reduced 10.13%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
457
shares
|
$45,942
0.03% of portfolio
|
Q3 2025
Reduced 73.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
430
shares
|
$43,227
0.0% of portfolio
|
Q3 2025
Reduced 21.25%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
406
shares
|
$40,815
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
400
shares
|
$40,212
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
400
shares
|
$40,212
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
393
shares
|
$39,508
0.01% of portfolio
|
Q3 2025
Reduced 66.06%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
392
shares
|
$39,407
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
389
shares
|
$39,106
0.0% of portfolio
|
Q3 2025
Added 1241.38%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
380
shares
|
$38,201
0.01% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
331
shares
|
$33,275
0.0% of portfolio
|
Q3 2025
Reduced 94.54%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$30,159
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
297
shares
|
$29,857
0.02% of portfolio
|
Q1 2023
Added 96.69%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
295
shares
|
$29,656
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
290
shares
|
$29,153
0.0% of portfolio
|
Q4 2024
New holding
|
|