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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
287,826
shares
|
$28.9 Million
2.51% of portfolio
|
Q3 2025
Added 69.56%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
287,551
shares
|
$28.9 Million
0.74% of portfolio
|
Q3 2025
Added 38.95%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
283,548
shares
|
$28.5 Million
6.27% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
283,443
shares
|
$28.5 Million
1.73% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
278,703
shares
|
$28 Million
0.44% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
264,404
shares
|
$26.6 Million
2.23% of portfolio
|
Q3 2025
Added 28.64%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
262,458
shares
|
$26.4 Million
2.94% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
262,212
shares
|
$26.4 Million
2.92% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
261,845
shares
|
$26.3 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.35%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2025 Q3 2025 |
261,495
shares
|
$26.3 Million
2.42% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
258,059
shares
|
$25.9 Million
3.58% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 07, 2025 Q3 2025 |
254,916
shares
|
$25.6 Million
2.9% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
254,403
shares
|
$25.6 Million
12.13% of portfolio
|
Q3 2025
Added 9.26%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
253,306
shares
|
$25.5 Million
0.16% of portfolio
|
Q2 2023
Reduced 34.31%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
250,441
shares
|
$25.2 Million
8.39% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
249,929
shares
|
$25.1 Million
3.62% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
249,038
shares
|
$25 Million
0.74% of portfolio
|
Q3 2025
Added 7680.01%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
247,800
shares
|
$24.9 Million
0.07% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
244,058
shares
|
$24.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 37.65%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
239,466
shares
|
$24.1 Million
3.76% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
236,031
shares
|
$23.7 Million
0.25% of portfolio
|
Q3 2025
Added 716.63%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
232,466
shares
|
$23.4 Million
1.09% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Nov 13, 2025 Q3 2025 |
229,991
shares
|
$23.1 Million
2.49% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
227,881
shares
|
$22.9 Million
0.03% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
223,412
shares
|
$22.5 Million
1.46% of portfolio
|
Q3 2025
Reduced 9.55%
|
|