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

iShares 0-3 Month Treasury Bond ETF logo
$100.41 +0.02 (+0.02%)
Closing price 08/4/2025 04:10 PM Eastern
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$100.42 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Number of
Institutional Buyers
(last 12 months)
820
Total
Institutional Inflows
(last 12 months)
$28.07B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$2.50B
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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
8/4/2025Balentine LLC1,009,163$101.61M4.0%+12.4%0.195%
8/4/2025NBZ Investment Advisors LLC9,339$940K0.5%+26.2%0.002%
8/4/2025Jim Saulnier & Associates LLC24,545$2.47M1.7%-43.5%0.005%
8/4/2025AlphaStar Capital Management LLC1,527,023$153.76M10.3%-18.9%0.294%
8/4/20254WEALTH Advisors Inc.18,957$1.91M1.9%+0.6%0.004%
8/4/2025Integrity Alliance LLC.184,960$18.62M1.0%-63.7%0.036%
8/4/2025Bordeaux Wealth Advisors LLC2,490$251K0.0%N/A0.000%
8/4/2025Kovack Advisors Inc.2,322$234K0.0%-5.2%0.000%
8/4/2025IFG Advisory LLC9,063$913K0.0%+126.3%0.002%
8/4/2025Mesirow Financial Investment Management Inc.392,339$39.51M0.8%+77.2%0.076%
8/4/2025Simon Quick Advisors LLC67,117$6.76M0.3%+23.4%0.013%
8/4/2025Impact Partnership Wealth LLC206,967$20.84M3.8%-4.8%0.040%
8/4/2025One Day In July LLC568,737$57.27M5.2%-0.1%0.110%
8/4/2025Atria Investments Inc45,591$4.59M0.1%-34.8%0.009%
8/4/2025Savvy Advisors Inc.10,183$1.03M0.1%+58.6%0.002%
8/4/2025Assetmark Inc.43,071$4.34M0.0%-44.9%0.008%
8/4/2025Premier Path Wealth Partners LLC24,027$2.42M0.3%N/A0.005%
8/4/2025Spire Wealth Management890$90K0.0%-51.6%0.000%
8/4/2025Buck Wealth Strategies LLC49,053$4.94M0.8%+17.6%0.009%
8/4/2025Arkadios Wealth Advisors13,699$1.38M0.0%+259.0%0.003%
8/4/2025World Investment Advisors38,320$3.86M0.1%+55.1%0.007%
8/4/2025Flagship Harbor Advisors LLC645,900$65.04M3.1%+41.4%0.125%
8/4/2025Waterfront Wealth Inc.26,780$2.70M0.6%+35.4%0.005%
8/4/2025Bristlecone Advisors LLC5,144$518K0.0%+13.5%0.001%
8/4/2025L.M. Kohn & Company2,218$223K0.1%N/A0.000%
8/4/2025JDM Financial Group LLC39,722$4M1.9%-7.4%0.008%
8/1/2025 Oarsman Capital Inc.2,554$257K0.0%-43.7%0.000%
8/1/2025 Bull Oak Capital LLC97,555$9.82M4.5%N/A0.019%
8/1/2025 First Pacific Advisors LP48,123$4.85M0.1%+15.1%0.009%
8/1/2025 SwitchPoint Financial Planning LLC28,295$2.85M2.3%+0.9%0.005%
8/1/2025 Zhang Financial LLC6,103$615K0.0%+20.8%0.001%
8/1/2025 Anson Capital Inc.99,418$10.01M8.1%-0.4%0.019%
8/1/2025 Heritage Wealth Management Inc. Texas71,355$7.19M3.6%+10.1%0.014%
8/1/2025 Petra Financial Advisors Inc.3,314$334K0.2%-21.6%0.001%
8/1/2025 GWN Securities Inc.10,137$1.02M0.2%-72.9%0.002%
8/1/2025 Rossby Financial LCC1,158$117K0.0%+15.2%0.000%
8/1/2025 Liberty Wealth Management LLC2,072$209K0.0%N/A0.000%
8/1/2025 Brookwood Investment Group LLC3,965$399K0.1%-13.8%0.001%
8/1/2025 Ashton Thomas Private Wealth LLC36,862$3.71M0.1%-40.8%0.007%
8/1/2025 Riverwater Partners LLC7,840$789K0.4%N/A0.002%
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8/1/2025 Envestnet Asset Management Inc.956,797$96.34M0.0%-22.0%0.185%
7/31/2025 Resonant Capital Advisors LLC418,153$42.10M2.7%-24.0%0.081%
7/31/2025 Wealthfront Advisers LLC474,431$47.77M0.1%+74.5%0.092%
7/31/2025 Oppenheimer Asset Management Inc.293,215$29.52M0.3%+223.0%0.057%
7/31/2025 Cosner Financial Group LLC8,944$901K0.5%-1.9%0.002%
7/31/2025 Orion Capital Management LLC330,699$33.30M12.7%+7.2%0.064%
7/31/2025 VestGen Investment Management63,755$6.42M4.6%-7.3%0.012%
7/31/2025 Strait & Sound Wealth Management LLC116,132$11.69M5.0%-1.1%0.022%
7/31/2025 Brighton Jones LLC55,809$5.62M0.2%-54.1%0.011%
7/31/2025 Leavell Investment Management Inc.130,982$13.19M0.6%+21.2%0.025%
7/31/2025 Aspen Capital Management LLC635,800$64.02M17.9%+19.2%0.123%
7/31/2025 Peapod Lane Capital LLC18,729$1.89M1.9%+29.9%0.004%
7/31/2025 Focus Partners Advisor Solutions LLC15,571$1.57M0.0%-89.7%0.003%
7/31/2025 Sage Mountain Advisors LLC35,050$3.53M0.2%N/A0.007%
7/31/2025 MN Wealth Advisors LLC3,021$304K0.2%-92.1%0.001%
7/31/2025 West Michigan Advisors LLC165,785$16.69M4.7%+201.3%0.032%
7/31/2025 Kathleen S. Wright Associates Inc.147,790$14.88M5.8%+4.7%0.029%
7/31/2025 3EDGE Asset Management LP282,901$28.48M1.8%+22.3%0.055%
7/31/2025 Moloney Securities Asset Management LLC4,737$477K0.1%+47.0%0.001%
7/31/2025 Opus Capital Group LLC280,604$28.25M3.4%-2.3%0.054%
7/31/2025 Mader & Shannon Wealth Management Inc.188,087$18.94M10.3%+0.8%0.036%
7/31/2025 AlTi Global Inc.2,506$252K0.0%-48.9%0.000%
7/31/2025 Carnegie Investment Counsel61,118$6.15M0.1%-8.4%0.012%
7/31/2025 CAP Partners LLC9,926$999K0.6%+61.9%0.002%
7/31/2025 Arrien Investments Inc.58,829$5.92M3.7%N/A0.011%
7/30/2025 Bleakley Financial Group LLC437,840$44.09M1.1%-25.8%0.085%
7/30/2025 Bayshore Asset Management LLC10,746$1.08M0.5%-5.0%0.002%
7/30/2025 Strategic Blueprint LLC32,799$3.30M0.2%+13.0%0.006%
7/30/2025 Red Crane Wealth Management LLC48,506$4.88M4.4%+20.9%0.009%
7/30/2025 Forum Financial Management LP2,971$299K0.0%N/A0.001%
7/30/2025 Caliber Wealth Management LLC KS43,416$4.37M0.5%+7.5%0.008%
7/30/2025 Exencial Wealth Advisors LLC408,387$41.12M1.4%-4.8%0.079%
7/30/2025 Denali Advisors LLC9,029$909K0.1%-23.6%0.002%
7/30/2025 Brookstone Capital Management356,478$35.89M0.5%+4.8%0.069%
7/30/2025 Studio Investment Management LLC64,586$6.50M1.3%-9.1%0.012%
7/30/2025 Retirement Planning Group LLC8,320$838K0.0%-21.4%0.002%
7/30/2025 D.A. Davidson & CO.508,187$51.17M0.4%N/A0.099%
7/30/2025 Blume Capital Management Inc.140,635$14.16M2.8%+20.9%0.027%
7/30/2025 Whittier Trust Co. of Nevada Inc.14,457$1.46M0.0%-61.8%0.003%
7/30/2025 Probity Advisors Inc.2,721$274K0.0%-65.2%0.001%
7/30/2025 Clune & Associates LTD.33,611$3.38M0.9%+53.1%0.007%
7/30/2025 Mills Wealth Advisors LLC8,120$818K0.4%-58.5%0.002%
7/30/2025 Avidian Wealth Enterprises LLC23,318$2.35M0.1%-17.9%0.005%
7/30/2025 Journey Advisory Group LLC157,750$15.88M1.2%+16.6%0.031%
7/30/2025 Bogart Wealth LLC7,297$735K0.0%+23.6%0.001%
7/30/2025 Nottingham Advisors Inc.130,453$13.14M1.9%+111.3%0.025%
7/30/2025 Demars Financial Group LLC5,069$510K0.2%N/A0.001%
7/30/2025 Schnieders Capital Management LLC18,925$1.91M0.3%N/A0.004%
7/30/2025 Crewe Advisors LLC562$57K0.0%N/A0.000%
7/30/2025 Evermay Wealth Management LLC38,653$3.89M0.5%-6.2%0.008%
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New China tariffs hit August 12th—and Wall Street’s already moving. Banks and billionaires are quietly shifting out of stocks, while everyday investors remain exposed. A free guide reveals where the smart money is going—and how to protect your wealth before the next sell-off.

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7/29/2025 Stephens Inc. AR177,027$17.83M0.2%+5.7%0.034%
7/29/2025 Madison Wealth Partners Inc2,993$301K0.1%+37.1%0.001%
7/29/2025 Altus Wealth Group LLC11,866$1.20M0.5%+53.2%0.002%
7/29/2025 Balboa Wealth Partners23,239$2.34M0.5%-14.8%0.005%
7/29/2025 Cohalo Advisory LLC1,770$178K13.6%-34.8%0.000%
7/29/2025 Salomon & Ludwin LLC11,671$1.17M0.1%-18.0%0.002%
7/29/2025 Chicago Partners Investment Group LLC5,114$515K0.0%+3.5%0.001%
7/29/2025 Alpha Wealth Funds LLC670,827$67.55M56.5%+13.8%0.130%
7/29/2025 Planned Solutions Inc.21,671$2.18M0.8%-62.9%0.004%
7/29/2025 International Assets Investment Management LLC131,256$13.22M0.7%-4.6%0.026%
(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, 1,069 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($19.38B), Ameriprise Financial Inc. ($652.88M), LPL Financial LLC ($598.35M), Morgan Stanley ($470.48M), Exchange Traded Concepts LLC ($365.73M), Bank of America Corp DE ($324.57M), and Raymond James Financial Inc. ($294.79M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

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

Of the 1,012 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), Strategic Financial Concepts LLC ($7.10M), Ameriprise Financial Inc. ($5.73M), International Assets Investment Management LLC ($4.39M), LPL Financial LLC ($4.02M), Exchange Traded Concepts LLC ($3.63M), and CX Institutional ($3.11M).

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

Institutional investors have bought a total of 278,911,800 shares in the last 24 months. This purchase volume represents approximately $28.07B in transactions.

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

Of the 439 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: Geneos Wealth Management Inc. ($2.25M), Stuart Chaussee & Associates Inc. ($1.47M), Blue Trust Inc. ($1.34M), Equity Investment Corp ($713.92K), AlphaStar Capital Management LLC ($679.13K), Cambridge Investment Research Advisors Inc. ($529.09K), and Simplicity Wealth LLC ($526.99K).

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

Institutional investors have sold a total of 24,807,590 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 8/5/2025 by MarketBeat.com Staff
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