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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
175,854
shares
|
$17.7 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
175,766
shares
|
$17.7 Million
9.25% of portfolio
|
Q3 2025
Added 13.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
173,246
shares
|
$17.4 Million
0.71% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
172,866
shares
|
$17.4 Million
0.3% of portfolio
|
Q3 2025
Added 73.98%
|
|
|
Twelve Points Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
171,745
shares
|
$17.3 Million
4.43% of portfolio
|
Q3 2025
Added 19.65%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
169,768
shares
|
$17.1 Million
2.99% of portfolio
|
Q3 2025
Reduced 98.35%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
168,139
shares
|
$16.9 Million
8.33% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Gibraltar Capital Management, Inc.
|
Oct 28, 2025 Q3 2025 |
167,941
shares
|
$16.9 Million
3.12% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
167,879
shares
|
$16.9 Million
11.81% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Legacy Advisory Services, LLC
Exton, PA |
Oct 30, 2025 Q3 2025 |
167,685
shares
|
$16.9 Million
12.71% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
163,135
shares
|
$16.4 Million
4.32% of portfolio
|
Q3 2025
Reduced 22.59%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
161,579
shares
|
$16.2 Million
0.58% of portfolio
|
Q3 2025
Added 136.01%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
161,310
shares
|
$16.2 Million
1.09% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Oct 28, 2025 Q3 2025 |
161,000
shares
|
$16.2 Million
5.78% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
160,246
shares
|
$16.1 Million
0.28% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
157,624
shares
|
$15.8 Million
1.21% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
157,589
shares
|
$15.8 Million
1.32% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
155,336
shares
|
$15.6 Million
0.09% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
155,014
shares
|
$15.6 Million
2.42% of portfolio
|
Q3 2025
Added 3.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
153,944
shares
|
$15.5 Million
0.2% of portfolio
|
Q3 2025
Added 29.23%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
152,093
shares
|
$15.3 Million
0.34% of portfolio
|
Q3 2025
Added 384.47%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
151,407
shares
|
$15.2 Million
3.95% of portfolio
|
Q3 2025
Added 121.39%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Nov 14, 2025 Q3 2025 |
148,365
shares
|
$14.9 Million
7.33% of portfolio
|
Q3 2025
Reduced 23.77%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
147,422
shares
|
$14.8 Million
10.51% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
147,068
shares
|
$14.8 Million
0.19% of portfolio
|
Q3 2025
Added 4.74%
|
|