Free Trial
→ Elon Set to Shock the World by May 1st ? (From Brownstone Research) (Ad) Buy SGOV Stock  Free SGOV Stock Alerts

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

iShares 0-3 Month Treasury Bond ETF logo
$100.40 +0.03 (+0.03%)
Closing price 05/2/2025 04:10 PM Eastern
Extended Trading
$100.40 +0.00 (+0.00%)
As of 05/2/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Number of
Institutional Buyers
(last 12 months)
718
Total
Institutional Inflows
(last 12 months)
$6.29B
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$2.05B
Get SGOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 0-3 Month Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

SGOV Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Pecaut & CO.287,366$28.93M9.8%+11.0%0.066%
5/2/2025Independent Wealth Network Inc.13,093$1.32M0.5%-1.4%0.003%
5/2/2025Sachetta LLC1,730$174K0.1%N/A0.000%
5/2/2025Burling Wealth Partners LLC6,508$655K0.1%N/A0.001%
5/2/2025Fortis Group Advisors LLC73,824$7.43M1.4%-14.6%0.017%
5/2/2025Kingsview Wealth Management LLC1,283,761$129.24M2.4%+567.9%0.295%
5/2/2025Legacy Capital Wealth Partners LLC10,670$1.07M0.2%N/A0.002%
5/2/2025Napatree Capital LLC11,179$1.13M0.6%+143.5%0.003%
5/2/2025Equity Investment Corp2,059,727$207.35M4.6%+106.1%0.473%
5/2/2025Segall Bryant & Hamill LLC83,883$8.45M0.1%+7.4%0.019%
5/2/2025Bridgewater Advisors Inc.6,711$676K0.1%N/A0.002%
5/2/2025Larson Financial Group LLC2,332$235K0.0%-76.3%0.001%
5/2/2025Wealthfront Advisers LLC271,811$27.36M0.1%+75.8%0.062%
5/2/2025Fortress Wealth Management Inc.10,053$1.01M0.5%N/A0.002%
5/2/2025Whittier Trust Co. of Nevada Inc.37,860$3.81M0.1%N/A0.009%
5/2/2025ESG Planning DBA Harper Investing18,799$1.89M1.2%-2.7%0.004%
5/2/2025Blake Schutter Theil Wealth Advisors LLC8,650$871K1.0%+90.5%0.002%
5/2/2025Apollon Wealth Management LLC2,337$235K0.0%-5.3%0.001%
5/2/2025Bogart Wealth LLC5,903$594K0.0%+14.5%0.001%
5/2/2025Red Wave Investments LLC165,074$16.62M6.0%+192.5%0.038%
5/2/2025Sigma Planning Corp62,239$6.27M0.2%-1.0%0.014%
5/2/2025Slow Capital Inc.388,814$39.14M5.2%-12.9%0.089%
5/1/2025 Bleakley Financial Group LLC590,085$59.40M1.9%+4.1%0.136%
5/1/2025 ELCO Management Co. LLC3,300$332K0.2%N/A0.001%
5/1/2025 LRI Investments LLC1,238$125K0.0%+62.3%0.000%
5/1/2025 Asset Dedication LLC1,812$182K0.0%+508.1%0.000%
5/1/2025 CWM LLC124,012$12.48M0.0%+15.0%0.028%
5/1/2025 Stephens Inc. AR167,540$16.87M0.2%-23.3%0.038%
5/1/2025 3EDGE Asset Management LP231,268$23.28M1.6%+26.9%0.053%
5/1/2025 Realta Investment Advisors18,661$1.88M0.9%-10.1%0.004%
5/1/2025 Focused Wealth Management Inc305,927$30.80M4.2%-11.9%0.070%
5/1/2025 Gateway Wealth Partners LLC17,587$1.77M0.4%+8.2%0.004%
5/1/2025 Diversify Wealth Management LLC44,920$4.52M0.3%+1,431.5%0.010%
5/1/2025 ADE LLC58,693$5.91M3.4%-13.3%0.013%
5/1/2025 Sage Rhino Capital LLC48,735$4.91M1.1%-51.5%0.011%
4/30/2025 Luminvest Wealth Management LLC3,572$360K0.1%N/A0.001%
4/30/2025 Cerity Partners LLC1,175,672$118.36M0.2%+5.6%0.270%
4/30/2025 Arcus Capital Partners LLC8,370$843K0.3%N/A0.002%
4/30/2025 DMC Group LLC18,142$1.83M1.5%N/A0.004%
4/30/2025 Hunter Associates Investment Management LLC40,101$4.05M0.6%+303.2%0.009%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
4/30/2025 Vision Capital Management Inc.12,209$1.23M0.2%-11.0%0.003%
4/30/2025 Allworth Financial LP236,267$23.77M0.1%+3.0%0.054%
4/30/2025 Index Fund Advisors Inc.2,451$247K0.0%N/A0.001%
4/30/2025 Leavell Investment Management Inc.108,086$10.88M0.5%+13.6%0.025%
4/30/2025 Peapod Lane Capital LLC14,417$1.45M1.6%+214.5%0.003%
4/30/2025 Alpha Financial Partners LLC16,986$1.71M1.4%-4.1%0.004%
4/30/2025 Moloney Securities Asset Management LLC3,222$324K0.0%-13.8%0.001%
4/30/2025 Axxcess Wealth Management LLC522,407$52.59M1.4%-20.9%0.120%
4/30/2025 Twelve Points Wealth Management LLC152,134$15.32M4.2%+10.3%0.035%
4/30/2025 Trek Financial LLC1,040,253$104.72M7.6%+414.4%0.239%
4/30/2025 Opus Capital Group LLC287,195$28.91M3.7%-9.5%0.066%
4/30/2025 AlphaStar Capital Management LLC1,882,439$190K0.0%+177.4%0.432%
4/30/2025 Stratos Wealth Partners LTD.81,065$8.16M0.1%+6.6%0.019%
4/30/2025 Stratos Wealth Advisors LLC460,566$46.37M2.5%+5.7%0.106%
4/30/2025 Geneva Partners LLC10,396$1.05M0.5%N/A0.002%
4/30/2025 Lee Johnson Capital Management LLC601,864$60.59M32.0%-6.8%0.138%
4/30/2025 Brown Advisory Inc.31,743$3.20M0.0%-36.3%0.007%
4/30/2025 Jessup Wealth Management Inc4,019$405K0.2%-4.7%0.001%
4/30/2025 Gibraltar Capital Management Inc.259,062$26.08M5.6%N/A0.059%
4/30/2025 Fullcircle Wealth LLC5,862$590K0.2%-7.9%0.001%
4/29/2025 Financial Counselors Inc.3,025$305K0.0%-29.7%0.001%
4/29/2025 Envestnet Asset Management Inc.1,226,852$123.51M0.0%+10.3%0.282%
4/29/2025 Pure Portfolios Holdings LLC8,241$830K0.3%+185.7%0.002%
4/29/2025 SwitchPoint Financial Planning LLC28,052$2.82M2.7%+66.0%0.006%
4/29/2025 Capital Planning LLC45,588$4.59M1.3%+151.3%0.010%
4/29/2025 One Day In July LLC569,098$57.29M5.7%+35.9%0.131%
4/29/2025 Vickerman Investment Advisors Inc.332,776$33.50M7.6%-31.0%0.076%
4/29/2025 Quattro Financial Advisors LLC34,297$3.45M1.2%N/A0.008%
4/29/2025 Concurrent Investment Advisors LLC109,993$11.07M0.3%+174.0%0.025%
4/29/2025 Discipline Wealth Solutions LLC18,212$1.83M0.9%+23.7%0.004%
4/29/2025 Bank of New York Mellon Corp341,355$34.36M0.0%-10.1%0.078%
4/29/2025 World Investment Advisors24,704$2.49M0.1%-78.5%0.006%
4/29/2025 Capital Investment Advisory Services LLC10,527$1.06M0.1%N/A0.002%
4/29/2025 Phil A. Younker & Associates Ltd.49,302$4.96M4.9%N/A0.011%
4/29/2025 Element Wealth LLC10,900$1.10M0.6%N/A0.003%
4/29/2025 Mills Wealth Advisors LLC19,572$1.97M1.0%+125.1%0.004%
4/29/2025 Strategic Blueprint LLC29,024$2.92M0.2%+200.8%0.007%
4/29/2025 Brookstone Capital Management340,079$34.24M0.5%-13.7%0.078%
4/29/2025 Huntleigh Advisors Inc.40,256$4.05M0.8%+2.1%0.009%
4/29/2025 Timber Creek Capital Management LLC3,502$353K0.1%N/A0.001%
4/29/2025 OneDigital Investment Advisors LLC58,131$5.85M0.1%+285.5%0.013%
4/29/2025 Avantax Planning Partners Inc.2,749$277K0.0%N/A0.001%
4/29/2025 Silver Oak Securities Incorporated11,015$1.11M0.1%+66.5%0.003%
4/29/2025 Goelzer Investment Management Inc.20,430$2.06M0.1%N/A0.005%
4/28/2025 North Capital Inc.2,000$201K0.2%N/A0.000%
4/28/2025 Mutual Advisors LLC845,889$85.14M2.4%+11,321.7%0.194%
4/28/2025 ZWJ Investment Counsel Inc.3,328$335K0.0%N/A0.001%
4/28/2025 Able Wealth Management LLC2,484$250K0.1%N/A0.001%
4/28/2025 Resonant Capital Advisors LLC550,330$55.40M3.9%-22.4%0.126%
4/28/2025 Clune & Associates LTD.21,957$2.21M0.7%-6.8%0.005%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

Be ready before the historic gold move. Get Garrett’s Top Four picks now.
4/28/2025 Axis Wealth Partners LLC15,857$1.60M1.2%+34.6%0.004%
4/28/2025 Heritage Oak Wealth Advisors LLC41,204$4.15M1.8%-72.2%0.009%
4/28/2025 Strategic Financial Concepts LLC47,015$4.73M0.9%+31.1%0.011%
4/28/2025 Cannon Advisors Inc.3,925$395K0.4%+9.2%0.001%
4/28/2025 Private Trust Co. NA9,591$966K0.1%+372.5%0.002%
4/28/2025 Vishria Bird Financial Group LLC11,595$1.17M0.4%-1.3%0.003%
4/28/2025 Compound Global Advisors LLC3,977$400K2.3%N/A0.001%
4/28/2025 Alterna Wealth Management Inc.44,650$4.50M3.4%+118.0%0.010%
4/28/2025 Rossby Financial LCC1,005$101K0.0%N/A0.000%
4/28/2025 Quarry Hill Advisors LLC8,380$844K0.5%N/A0.002%
(Data available from 1/1/2016 forward)

SGOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGOV shares?

During the previous two years, 988 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($470.48M), LPL Financial LLC ($424.98M), Exchange Traded Concepts LLC ($365.73M), Bank of America Corp DE ($324.57M), Raymond James Financial Inc. ($214.54M), Equity Investment Corp ($207.35M), and Confluence Investment Management LLC ($195.65M).Learn more on SGOV's institutional investors.

Which institutional investors have been buying iShares 0-3 Month Treasury Bond ETF stock?

Of the 937 institutional investors that purchased iShares 0-3 Month Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Strategic Financial Concepts LLC ($7.10M), International Assets Investment Management LLC ($4.39M), Exchange Traded Concepts LLC ($3.63M), LPL Financial LLC ($3.45M), Equity Investment Corp ($2.79M), Modera Wealth Management LLC ($2.31M), and Confluence Investment Management LLC ($2.21M).

How much institutional buying is happening at iShares 0-3 Month Treasury Bond ETF?

Institutional investors have bought a total of 122,876,696 shares in the last 24 months. This purchase volume represents approximately $12.36B in transactions.

Which iShares 0-3 Month Treasury Bond ETF major shareholders have been selling company stock?

Of the 493 institutional investors that sold iShares 0-3 Month Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($7.27M), Stuart Chaussee & Associates Inc. ($2.67M), AlphaStar Capital Management LLC ($2.36M), Beaumont Financial Advisors LLC ($2.30M), Blue Trust Inc. ($1.33M), Elm Partners Management LLC ($1.30M), and Cambridge Investment Research Advisors Inc. ($1.27M).

How much institutional selling is happening at iShares 0-3 Month Treasury Bond ETF?

Institutional investors have sold a total of 49,990,508 shares in the last 24 months. This volume of shares sold represents approximately $5.03B in transactions.


Related Companies

This page (NYSEARCA:SGOV) was last updated on 5/3/2025 by MarketBeat.com Staff
From Our Partners
Gold Alert: The Truth About Fort Knox Is Coming
Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s alr...
Golden Portfolio | Sponsored
How to invest in Elon Musk’s Optimus before its launch
Elon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...
InvestorPlace | Sponsored
Trump to solve American wealth loss?
Is President Trump’s Executive Order 14179… A secret way to restore wealth for good citizens? If you’ve ...
Paradigm Press | Sponsored
The collapse has already started
The headlines scream tariffs and export bans — but the real damage is happening in retirement portfolios. Tim ...
Investors Alley | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Massive red flag about American consumer
Why is the U.S. Dollar suddenly crashing? Pundits on either side of the aisle have been warning that the U....
Stansberry Research | Sponsored
Most traders are panicking. We’re cashing in
Most traders are panicking right now. Bitcoin’s dropping. Altcoins are bleeding. The stock market’s a mess....
Crypto Swap Profits | Sponsored