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iShares 0-3 Month Treasury Bond ETF (SGOV) Institutional Ownership

iShares 0-3 Month Treasury Bond ETF logo
$100.52 +0.01 (+0.00%)
Closing price 03:59 PM Eastern
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$100.52 +0.00 (+0.00%)
As of 06:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 0-3 Month Treasury Bond ETF (NYSE:SGOV)

Number of
Institutional Buyers
(last 12 months)
934
Total
Institutional Inflows
(last 12 months)
$7.04B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$7.95B
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SGOV Institutional Buying and Selling by Quarter

iShares 0-3 Month Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026RTD Financial Advisors Inc.131,939$13.28M1.5%N/A0.012%
10/10/2026Armstrong Advisory Group Inc.53,099$5.35M0.3%+62.6%0.005%
10/10/2026Capital Planning LLC9,611$968K0.3%+14.2%0.001%
10/10/2026Harpswell Capital Advisors LLC2,292$231K0.2%N/A0.000%
10/10/2026Freestate Advisors LLC20,970$2.11M1.6%+24.0%0.002%
10/10/2026Castleview Partners LLC5,971$601K0.3%N/A0.001%
10/9/2026Fell Capital Management ADV7,245$729K0.6%+11.5%0.001%
10/9/2026Capital Advisors Wealth Management LLC92,926$9.36M1.1%+47.4%0.008%
10/9/2026RFG Bristol Wealth Advisors LLC2,939$296K0.1%-18.9%0.000%
10/9/2026GK Wealth Management LLC8,121$818K0.4%+4.0%0.001%
10/9/2026Castle Rock Wealth Management LLC222,619$22.36M4.3%+182.4%0.020%
10/9/2026Successful Portfolios LLC29,365$2.95M1.4%-21.0%0.003%
10/9/2026Wedmont Private Capital36,122$3.63M0.1%N/A0.003%
10/9/2026Delta Wealth Advisors LLC2,971$299K0.2%N/A0.000%
10/9/2026Insight Wealth Strategies LLC3,246$327K0.0%N/A0.000%
10/9/2026Prosperity Planning Inc.26,103$2.63M0.6%-7.8%0.002%
10/9/2026LifeGoal Investments LLC19,685$1.98M0.6%+285.1%0.002%
10/9/2026Attessa Capital LLC13,692$1.38M0.8%-20.6%0.001%
10/9/2026Pacifica Partners Inc.9,589$963K0.3%+12.6%0.001%
10/9/2026Stableford Capital II LLC166,137$16.73M5.6%N/A0.015%
10/9/2026First Heartland Consultants Inc.34,355$3.46M0.2%-97.4%0.003%
10/9/2026Galvin Gaustad & Stein LLC3,012$303K0.0%N/A0.000%
10/9/2026Midwest Financial Partners Investments Inc.55,048$5.54M2.1%+97.8%0.005%
10/8/2026Grove Bank & Trust300$30K0.0%-25.0%0.000%
10/8/2026Factor Wealth Management LTD14,261$1.44M0.2%-12.4%0.001%
10/8/2026Farther Finance Advisors LLC1,593,502$160.43M1.1%+2.0%0.141%
10/8/2026Sapient Capital LLC4,923$496K0.0%-15.3%0.000%
10/8/2026CoreCap Advisors LLC22,576$2.27M0.1%-7.2%0.002%
10/8/2026Kure Advisory LLC3,776$380K0.2%+5.2%0.000%
10/8/2026Titleist Asset Management LLC721,261$72.62M4.7%+28.8%0.064%
10/8/2026Apella Capital LLC4,902$492K0.0%+26.9%0.000%
10/8/2026Avidian Wealth Enterprises LLC22,065$2.22M0.1%-17.6%0.002%
10/8/2026Tactive Advisors LLC41,507$4.18M1.0%+18.3%0.004%
10/8/2026Toth Financial Advisory Corp84,467$8.50M0.9%-12.6%0.007%
10/8/2026Whalen Wealth Management Inc.12,931$1.30M0.6%-8.3%0.001%
10/7/2026Venture Visionary Partners LLC2,992$301K0.0%-8.0%0.000%
10/7/2026Dominguez Wealth Management Solutions Inc.137,763$13.87M7.6%-2.8%0.012%
10/7/2026Elevation Wealth Partners LLC3,032$305K0.1%N/A0.000%
10/7/2026Baring Financial LLC56,480$5.69M3.1%-0.7%0.005%
10/7/2026Wealth Enhancement Trust Services Inc.350$35K0.0%-41.1%0.000%
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10/7/2026Emprise Bank67,950$6.84M2.7%-4.5%0.006%
10/7/2026Seven Bridges Advisors LLC31,623$3.18M1.8%-6.5%0.003%
10/7/2026Lake Hills Wealth Management LLC80,633$8.12M3.7%N/A0.007%
10/7/2026Worth Asset Management LLC142,536$14.35M4.2%-19.6%0.013%
10/7/2026Asempa Wealth Advisors3,947$396K0.3%N/A0.000%
10/6/2026Bangor Savings Bank333,848$33.61M2.6%-92.0%0.030%
10/6/2026Boyum Wealth Architects LLC80,324$8.07M3.3%+9.9%0.007%
10/5/2026Rosenberg Matthew Hamilton569$57K0.0%N/A0.000%
10/5/2026Box Hill Private Wealth LLC12,632$1.27M0.9%N/A0.001%
10/5/2026Ridgewood Investments LLC51,189$5.15M1.8%-13.3%0.005%
10/5/2026Kennon Green & Company LLC23,026$2.32M1.8%-36.4%0.002%
10/5/2026Ferguson Wellman Capital Management Inc.2,309$232K0.0%N/A0.000%
10/5/2026Heartwood Wealth Advisors LLC15,647$1.58M0.1%+245.6%0.001%
9/29/2026Greenwich Wealth Management LLC34,126$3.44M0.1%-77.7%0.003%
9/23/2026Envestnet Portfolio Solutions Inc.51,477$5.18M0.0%-24.1%0.005%
9/23/2026Envestnet Asset Management Inc.2,052,936$206.67M0.0%-13.2%0.187%
9/9/2026Integrated Wealth Concepts LLC125,879$12.67M0.1%+80.3%0.013%
8/27/2026Corient Private Wealth LP59,321$5.97M0.0%-64.1%0.006%
8/26/2026HighTower Advisors LLC865,348$87.12M0.1%-3.8%0.087%
8/22/2026Rose Capital Advisors LLC30,073$3.03M1.5%N/A0.003%
8/22/2026NBH Bank700$70K0.0%N/A0.000%
8/22/2026Shah Wealth Advisors LLC14,281$1.44M0.3%N/A0.001%
8/22/2026William John Sempolinski81,790$8.23M3.3%N/A0.008%
8/22/2026MW Advisory LLC15,187$1.53M0.6%N/A0.002%
8/22/2026Old Mission Investment Co LLC14,668$1.48M0.3%N/A0.001%
8/22/2026OceanIQ Capital LLC23,020$2.31M1.4%N/A0.002%
8/22/2026Strive Financial Group LLC13,583$1.37M0.6%-14.6%0.001%
8/22/2026Sensenig Capital Advisors Inc69,495$7.00M6.4%+17.8%0.007%
8/22/2026Aureum Wealth Management LLC9,505$957K0.6%-45.0%0.001%
8/22/2026SVRN Asset Management LLC122,285$12.31M6.3%+94.9%0.012%
8/22/2026Cornerstone Advisors Asset Management LLC240,518$24.21M3.2%+9.6%0.024%
8/22/2026Jim Saulnier & Associates LLC15,718$1.58M0.7%-27.2%0.002%
8/22/2026Legacy Wealth Managment LLC ID2,759$278K0.1%+119.0%0.000%
8/22/2026NWF Advisory Services Inc.15,117$1.52M0.1%+95.1%0.002%
8/22/2026Sapient Capital LLC5,813$585K0.0%-41.0%0.001%
8/22/2026Wheelhouse Advisory Group LLC362,616$36.51M10.3%+3.5%0.036%
8/22/2026DORVAL Corp146,232$14.72M4.3%+2.0%0.015%
8/22/2026TD Waterhouse Canada Inc.21,333$2.14M0.0%+44.0%0.002%
8/22/2026United Community Bank1,934$195K0.1%-21.0%0.000%
8/22/2026Concurrent Investment Advisors LLC76,122$7.66M0.1%-55.4%0.008%
8/21/2026Andina Capital Management LLC61,745$6.22M10.1%N/A0.006%
8/21/2026Leo H. Evart Inc.190,606$19.19M15.2%-2.6%0.019%
8/21/2026Strengthening Families & Communities LLC313$31K0.0%-43.2%0.000%
8/21/2026WorthPointe LLC8,306$836K0.2%+23.2%0.001%
8/21/2026Beacon Capital Management LLC20,961$2.11M0.3%-11.7%0.002%
8/21/2026Greenspring Advisors LLC59,189$5.96M0.3%-8.2%0.006%
8/21/2026Waycross Investment Management Co8,248$830K0.5%-12.7%0.001%
8/21/2026Mayport LLC9,559$962K0.2%+58.6%0.001%
8/21/2026Safeguard Investment Advisory Group LLC50,298$5.06M1.1%+213.2%0.005%
8/21/2026Orion Capital Management LLC249,387$25.11M7.9%-29.3%0.025%
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8/21/2026Coppell Advisory Solutions LLC24,501$2.47M0.5%N/A0.002%
8/21/2026Pacifica Partners Inc.8,519$856K0.3%+3.9%0.001%
8/21/2026General Partner Inc.1,550$156K0.1%+10.7%0.000%
8/21/2026Sound Financial Strategies Group LLC45,544$4.59M2.9%-17.2%0.005%
8/21/2026Symphony Financial Ltd. Co.2,368$238K0.0%-40.0%0.000%
8/21/2026Bedel Financial Consulting Inc.2,375$239K0.0%-17.5%0.000%
8/21/2026Acorn Wealth Advisors LLC13,206$1.33M0.3%+413.1%0.001%
8/21/2026Triumph Capital Management18,611$1.87M0.3%+23.0%0.002%
8/20/2026Proficio Capital Partners LLC220,448$22.19M0.8%-50.0%0.022%
8/20/2026Nwam LLC40,200$4.05M0.2%+110.4%0.004%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,372 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.23B), LPL Financial LLC ($882.98M), Morgan Stanley ($802.90M), CIBC Private Wealth Group LLC ($415.76M), Cerity Partners LLC ($395.81M), Confluence Investment Management LLC ($280.67M), and Royal Bank of Canada ($270.93M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

Of the 1,283 institutional investors that purchased iShares 0-3 Month Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($192.79M), Laurel Wealth Advisors LLC ($22.69M), Ameriprise Financial Inc. ($5.58M), Cerity Partners LLC ($4.06M), LPL Financial LLC ($3.95M), Raymond James Financial Inc. ($3.19M), and Strategic Financial Concepts LLC ($3.03M).

Institutional investors have bought a total of 69,980,775 shares in the last 24 months. This purchase volume represents approximately $7.04B in transactions.

Of the 554 institutional investors that sold iShares 0-3 Month Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($22.62M), Cornerstone Advisors Asset Management LLC ($10.10M), Potomac Fund Management Inc. ADV ($8.50M), Bangor Savings Bank ($3.86M), Ameriprise Financial Inc. ($2.79M), First Heartland Consultants Inc. ($1.31M), and Synergy Asset Management LLC ($1.30M).

Institutional investors have sold a total of 79,064,359 shares in the last 24 months. This volume of shares sold represents approximately $7.95B in transactions.


Related Companies

Institutional ownership data for NYSE:SGOV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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