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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
379,800
shares
|
$38.2 Million
0.97% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
377,008
shares
|
$37.9 Million
0.23% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
369,528
shares
|
$37.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.21%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
361,094
shares
|
$36.3 Million
0.16% of portfolio
|
Q3 2025
Added 31.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
355,230
shares
|
$35.7 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
353,423
shares
|
$35.5 Million
1.54% of portfolio
|
Q4 2024
Added 1088.54%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
350,127
shares
|
$35.2 Million
12.67% of portfolio
|
Q3 2025
Added 5.87%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
347,276
shares
|
$34.9 Million
0.53% of portfolio
|
Q3 2023
Added 31.12%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
340,752
shares
|
$34.3 Million
0.73% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
336,221
shares
|
$33.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 17.16%
|
|
|
Rd Finance LTD
Limassol, G4 |
Nov 14, 2025 Q3 2025 |
335,000
shares
|
$33.7 Million
36.13% of portfolio
|
Q3 2025
Added 628.26%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
334,504
shares
|
$33.6 Million
1.88% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
332,758
shares
|
$33.5 Million
0.07% of portfolio
|
Q3 2025
Added 5.92%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
325,910
shares
|
$32.8 Million
1.22% of portfolio
|
Q3 2025
Reduced 12.94%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
317,582
shares
|
$31.9 Million
6.76% of portfolio
|
Q3 2025
Added 37.45%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
314,779
shares
|
$31.6 Million
5.8% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
311,547
shares
|
$31.3 Million
3.02% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
311,037
shares
|
$31.3 Million
1.29% of portfolio
|
Q3 2025
Added 18.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
310,030
shares
|
$31.2 Million
1.58% of portfolio
|
Q3 2025
Added 32.59%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
302,744
shares
|
$30.4 Million
1.0% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
302,619
shares
|
$30.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
299,811
shares
|
$30.1 Million
0.15% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
296,147
shares
|
$29.8 Million
3.35% of portfolio
|
Q3 2025
Added 5.54%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
295,525
shares
|
$29.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
295,286
shares
|
$29.7 Million
0.41% of portfolio
|
Q3 2025
Reduced 17.17%
|
|