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

iShares 0-3 Month Treasury Bond ETF logo
$100.64 +0.03 (+0.03%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$100.64 +0.00 (+0.00%)
As of 05/23/2025 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.

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

Number of
Institutional Buyers
(last 12 months)
780
Total
Institutional Inflows
(last 12 months)
$7.87B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$2.24B
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SGOV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025 McAdam LLC31,901$3.21M0.2%-22.4%0.007%
5/21/2025 Geneos Wealth Management Inc.77,672$7.82M0.3%-93.6%0.017%
5/20/2025 Belpointe Asset Management LLC781,783$78.70M4.1%+12,921.0%0.168%
5/20/2025 Focus Partners Wealth787,278$79.26M0.2%+31.9%0.169%
5/20/2025 Integrity Alliance LLC.509,156$51.26M2.0%+524.1%0.109%
5/19/2025 Advisory Alpha LLC9,147$921K0.0%+6.8%0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC424,534$42.74M0.0%N/A0.091%
5/19/2025 Legacy Advisory Services LLC57,025$5.74M4.8%N/A0.012%
5/16/2025 Prostatis Group LLC10,062$1.01M0.3%-4.4%0.002%
5/16/2025 Stuart Chaussee & Associates Inc.1,000$101K0.0%-23.1%0.000%
5/16/2025 Empowered Funds LLC52,425$5.26M0.1%+108.5%0.011%
5/16/2025 Faithward Advisors LLC35,381$3.56M0.6%+15.3%0.008%
5/16/2025 Ascent Group LLC75,272$7.58M0.3%N/A0.016%
5/16/2025 Arete Wealth Advisors LLC36,415$3.67M0.3%+187.4%0.008%
5/16/2025 Strait & Sound Wealth Management LLC117,457$11.82M5.5%-5.6%0.025%
5/16/2025 Signature Estate & Investment Advisors LLC8,325$838K0.0%+19.7%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC62,295$6.27M0.2%-31.9%0.013%
5/16/2025 Goldman Sachs Group Inc.8,048$810K0.0%N/A0.002%
5/16/2025 Legacy Wealth Managment LLC ID1,856$187K0.1%N/A0.000%
5/16/2025 Financial Strategies Group Inc.27,663$2.78M0.7%+57.2%0.006%
5/16/2025 Talon Private Wealth LLC283,345$28.52M3.8%-2.4%0.061%
5/16/2025 Ursa Fund Management LLC6,000$604K1.5%N/A0.001%
5/16/2025 Sepio Capital LP89,698$9.03M0.7%+39.1%0.019%
5/16/2025 Sheridan Capital Management LLC17,843$1.80M1.3%+2.9%0.004%
5/16/2025 Plancorp LLC23,835$2.40M0.1%N/A0.005%
5/16/2025 NewEdge Advisors LLC83,854$8.44M0.0%+30.5%0.018%
5/16/2025 Night Owl Capital Management LLC35,411$3.57M0.4%+43.0%0.008%
5/16/2025 Millennium Management LLC419,222$42.20M0.0%-15.9%0.090%
5/16/2025 Integrated Wealth Concepts LLC75,792$7.63M0.1%+3.5%0.016%
5/16/2025 Gotham Asset Management LLC113,755$11.45M0.1%+576.0%0.024%
5/16/2025 Greenline Partners LLC59,879$6.03M0.9%-53.5%0.013%
5/16/2025 Curi RMB Capital LLC71,507$7.20M0.2%-8.1%0.015%
5/16/2025 AQR Capital Management LLC2,053$207K0.0%N/A0.000%
5/16/2025 AlTi Global Inc.4,901$493K0.0%+26.0%0.001%
5/16/2025 Ancora Advisors LLC870$88K0.0%-37.4%0.000%
5/16/2025 5th Street Advisors LLC30,109$3.03M1.5%N/A0.006%
5/15/2025 EP Wealth Advisors LLC13,651$1.37M0.0%-2.6%0.003%
5/15/2025 Focus Partners Advisor Solutions LLC151,414$15.24M0.2%+8.3%0.032%
5/15/2025 Royal Bank of Canada2,057,083$207.09M0.0%+130.0%0.441%
5/15/2025 Cura Wealth Advisors LLC8,200$825K0.3%N/A0.002%
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5/15/2025 MAI Capital Management1,493,945$150.40M1.1%+5.0%0.320%
5/15/2025 Calton & Associates Inc.5,714$575K0.1%N/A0.001%
5/15/2025 Brasada Capital Management LP62,938$6.32M1.2%+55.9%0.014%
5/15/2025 Hayek Kallen Investment Management42,570$4.29M1.6%+15.6%0.009%
5/15/2025 Centric Wealth Management40,935$4.12M1.1%N/A0.009%
5/15/2025 Titleist Asset Management LLC841,644$84.73M9.8%-2.8%0.181%
5/15/2025 Baird Financial Group Inc.4,976$501K0.0%N/A0.001%
5/15/2025 Evergreen Capital Management LLC150,274$15.13M0.5%+102.8%0.032%
5/15/2025 JDM Financial Group LLC42,900$4.32M2.2%+90.2%0.009%
5/15/2025 GKV Capital Management Co. Inc.17,683$1.78M0.6%N/A0.004%
5/15/2025 Clayton Partners LLC52,802$5.32M4.6%-6.5%0.011%
5/15/2025 Tortoise Investment Management LLC321,793$32.40M3.4%+14.7%0.069%
5/15/2025 Hanover Advisors Inc.5,525$556K0.2%+61.0%0.001%
5/15/2025 Oarsman Capital Inc.4,537$457K0.1%N/A0.001%
5/14/2025 Transamerica Financial Advisors LLC25,448$2.56M0.3%+12.3%0.005%
5/14/2025 CreativeOne Wealth LLC3,553$358K0.0%+27.9%0.001%
5/14/2025 Ieq Capital LLC60,585$6.10M0.0%N/A0.013%
5/14/2025 Quadcap Wealth Management LLC2,159$217K0.0%-62.9%0.000%
5/14/2025 PKS Advisory Services LLC8,201$826K0.2%+203.9%0.002%
5/14/2025 Widmann Financial Services Inc.2,200$221K0.2%-4.3%0.000%
5/14/2025 Orion Capital Management LLC308,356$31.04M13.1%+15.1%0.066%
5/14/2025 Talisman Wealth Advisors LLC18,824$1.90M1.9%-24.6%0.004%
5/14/2025 Full Sail Capital LLC311,319$31.34M2.0%+4.0%0.067%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC15,992$1.61M0.0%+67.7%0.003%
5/14/2025 Comerica Bank53,575$5.39M0.0%+7.4%0.011%
5/14/2025 Synovus Financial Corp4,521$455K0.0%+64.8%0.001%
5/14/2025 Oak Harvest Investment Services21,734$2.19M0.3%+16.4%0.005%
5/14/2025 Napa Wealth Management4,973$501K0.3%N/A0.001%
5/14/2025 SVB Wealth LLC179,058$18.03M0.7%-8.3%0.038%
5/14/2025 Smartleaf Asset Management LLC324$33K0.0%N/A0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.1,431,734$144.13M0.1%+14.5%0.307%
5/14/2025 Lionshead Wealth Management LLC27,018$2.72M2.8%+3.5%0.006%
5/14/2025 Kestra Advisory Services LLC238,619$24.02M0.1%+19.9%0.051%
5/14/2025 Compound Planning Inc.8,165$822K0.0%+27.0%0.002%
5/14/2025 Hobbs Group Advisors LLC14,249$1.43M0.5%+19.9%0.003%
5/14/2025 Ameriprise Financial Inc.6,485,389$652.88M0.2%+578.2%1.391%
5/14/2025 CW Advisors LLC21,388$2.15M0.0%+18.1%0.005%
5/14/2025 Flow Traders U.S. LLC72,349$7.28M0.3%N/A0.016%
5/14/2025 Partners Capital Investment Group LLP1,536,118$154.64M2.6%-12.3%0.330%
5/14/2025 Quantum Capital Management LLC NJ2,822$284K0.0%-27.1%0.001%
5/14/2025 GM Advisory Group LLC1,483,426$149.34M8.1%+11.0%0.318%
5/14/2025 T. Rowe Price Investment Management Inc.257,597$25.93M0.0%N/A0.055%
5/14/2025 New Harbor Financial Group LLC30,039$3.02M0.8%-6.1%0.006%
5/14/2025 Capital Analysts LLC962$97K0.0%-77.6%0.000%
5/14/2025 Vertex Planning Partners LLC8,545$860K0.2%-24.7%0.002%
5/14/2025 Berkshire Asset Management LLC PA112,688$11.32M0.5%+13.4%0.024%
5/14/2025 Sumitomo Mitsui Financial Group Inc.53,356$5.37M0.1%+95.6%0.011%
5/14/2025 First Wilshire Securities Management Inc.421,838$42.47M12.2%+7.3%0.090%
5/14/2025 Andina Capital Management LLC7,237$729K0.5%-1.4%0.002%
5/14/2025 RWA Wealth Partners LLC4,386$442K0.0%-52.7%0.001%
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5/13/2025 Aptus Capital Advisors LLC21,197$2.13M0.0%+6.6%0.005%
5/13/2025 17 Capital Partners LLC7,698$775K0.5%N/A0.002%
5/13/2025 Steward Partners Investment Advisory LLC297,115$29.91M0.3%+37.8%0.064%
5/13/2025 RMR Capital Management LLC148,595$14.96M10.6%-3.2%0.032%
5/13/2025 Raymond James Financial Inc.2,928,316$294.79M0.1%+36.9%0.628%
5/13/2025 Cowa LLC26,677$2.69M1.1%-23.7%0.006%
5/13/2025 Cresset Asset Management LLC1,359,561$136.87M0.7%+51.4%0.292%
5/13/2025 Alliance Wealth Advisors LLC UT3,360$338K0.1%+48.3%0.001%
5/13/2025 Dynamic Financial Group560,157$56.39M56.5%+2.6%0.120%
5/13/2025 Wealthedge Investment Advisors LLC20,848$2.10M0.9%+43.4%0.004%
(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, 1,032 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were 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), Raymond James Financial Inc. ($294.79M), and JPMorgan Chase & Co. ($218.68M).Learn more on SGOV's institutional investors.

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

Of the 979 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), Ameriprise Financial Inc. ($5.73M), LPL Financial LLC ($4.41M), International Assets Investment Management LLC ($4.39M), Exchange Traded Concepts LLC ($3.63M), Raymond James Financial Inc. ($2.93M), and Equity Investment Corp ($2.79M).

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

Institutional investors have bought a total of 135,169,567 shares in the last 24 months. This purchase volume represents approximately $13.59B in transactions.

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

Of the 514 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), Geneos Wealth Management Inc. ($2.25M), Beaumont Financial Advisors LLC ($1.73M), Blue Trust Inc. ($1.33M), Elm Partners Management LLC ($1.30M), and Cetera Advisor Networks LLC ($1.14M).

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

Institutional investors have sold a total of 50,899,096 shares in the last 24 months. This volume of shares sold represents approximately $5.12B in transactions.



This page (NYSEARCA:SGOV) was last updated on 5/25/2025 by MarketBeat.com Staff
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