SEC 13F Intelligence

Cx Institutional / SGOV

Cx Institutional’s Ishares Tr Position

Does Cx Institutional own Ishares Tr (SGOV)? Yes — 1.85M shares worth $186M (+5.37% of its 13F portfolio) as of Q2 2026, up from 1.15M shares the prior filed quarter.

Position Value
$186M
Q2 2026
Shares
1.85M
% of Portfolio
+5.37%
Quarters Held
11
currently held

Position History SGOV

Reported value by quarter
Q4 ’23: $40MQ4 ’23Q1 ’24: $30MQ2 ’24: $22MQ2 ’24Q3 ’24: $61MQ4 ’24: $72MQ4 ’24Q1 ’25: $45MQ2 ’25: $156MQ2 ’25Q3 ’25: $144MQ4 ’25: $129MQ4 ’25Q1 ’26: $116MQ2 ’26: $186MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20261.85M$186M+5.37%
Q1 20261.15M$116M+3.52%
Q4 20251.28M$129M+3.84%
Q3 20251.43M$144M+4.36%
Q2 20251.55M$156M+5.43%
Q1 2025442.3K$45M+1.68%
Q4 2024722.7K$72M+2.88%
Q3 2024600.8K$61M+2.69%
Q2 2024214.1K$22M+1.01%
Q1 2024295.1K$30M+1.43%
Q4 2023395.9K$40M+2.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cx Institutional’s full portfolio or all institutional holders of SGOV.