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

iShares 0-3 Month Treasury Bond ETF logo
$100.52 +0.02 (+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)
866
Total
Institutional Inflows
(last 12 months)
$30.92B
Number of
Institutional Sellers
(last 12 months)
481
Total
Institutional Outflows
(last 12 months)
$3.32B
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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
10/14/2025Confluence Investment Management LLC2,599,958$261.82M3.7%+9.7%0.445%
10/14/2025Berger Financial Group Inc18,760$1.89M0.1%+6.3%0.003%
10/14/2025HBK Sorce Advisory LLC55,858$5.61M0.1%N/A0.010%
10/14/2025Berkshire Money Management Inc.10,542$1.06M0.1%-15.7%0.002%
10/14/2025J2 Capital Management Inc66,266$6.67M5.0%+0.8%0.011%
10/14/2025Mendota Financial Group LLC104,925$10.57M7.9%N/A0.018%
10/14/2025Private Client Services LLC6,067$611K0.2%+48.8%0.001%
10/14/2025Walker Asset Management LLC15,227$1.53M0.9%-19.2%0.003%
10/14/2025Perennial Advisors LLC5,288$533K0.1%+5.5%0.001%
10/14/2025Westmount Partners LLC4,701$472K0.1%+17.3%0.001%
10/14/2025Stableford Capital II LLC58,727$5.91M2.1%-66.5%0.010%
10/14/2025Brighton Jones LLC202,465$20.39M0.5%+262.8%0.035%
10/14/2025Evanson Asset Management LLC8,756$882K0.1%+53.5%0.001%
10/14/2025Goelzer Investment Management Inc.10,481$1.06M0.1%+19.9%0.002%
10/10/2025 Marion Wealth Management45,466$4.58M1.1%+4.0%0.008%
10/10/2025 Spinnaker Investment Group LLC4,642$467K0.1%N/A0.001%
10/10/2025 Tlwm487,889$49.13M8.8%+0.7%0.084%
10/10/2025 Sound Income Strategies LLC1,357$136K0.0%-11.1%0.000%
10/10/2025 Kathleen S. Wright Associates Inc.133,816$13.48M5.0%-9.5%0.023%
10/10/2025 Pathway Financial Advisors LLC7,078$713K0.1%-16.8%0.001%
10/10/2025 Mills Wealth Advisors LLC31,042$3.13M1.3%+282.3%0.005%
10/10/2025 Lionshead Wealth Management LLC13,494$1.36M1.1%-11.7%0.002%
10/10/2025 Selective Wealth Management Inc.737,879$74.11M23.9%+39.3%0.127%
10/10/2025 Clarity Financial LLC9,047$911K0.1%-81.8%0.002%
10/10/2025 Focused Wealth Management Inc262,212$26.41M2.8%+2.8%0.045%
10/10/2025 Matauro LLC6,145$619K0.1%N/A0.001%
10/10/2025 Focus Financial Network Inc.2,233$225K0.0%N/A0.000%
10/10/2025 Signal Advisors Wealth LLC28,489$2.87M0.3%+22.8%0.005%
10/10/2025 Fiduciary Financial Group LLC384,792$38.75M6.1%+47.6%0.066%
10/9/2025 AdvisorNet Financial Inc7,381$743K0.0%-45.2%0.001%
10/9/2025 Ridgepath Capital Management LLC647,593$65.21M27.8%+1.3%0.111%
10/9/2025 Astoria Portfolio Advisors LLC.22,149$2.23M0.6%+187.2%0.004%
10/9/2025 Breakthru Advisory Services LLC22,140$2.23M1.5%N/A0.004%
10/9/2025 U.S. Capital Wealth Advisors LLC2,449$247K0.0%N/A0.000%
10/9/2025 Affinity Capital Advisors LLC84,557$8.49M1.3%+477.0%0.015%
10/9/2025 Dynamic Advisor Solutions LLC3,738$376K0.0%-20.5%0.001%
10/9/2025 Chapin Davis Inc.13,313$1.34M0.3%N/A0.002%
10/9/2025 Prosperity Planning Inc.21,192$2.13M0.6%+85.6%0.004%
10/9/2025 Archer Investment Management LLC80,379$8.09M5.0%-35.5%0.014%
10/9/2025 Whalen Wealth Management Inc.2,040$205K0.1%-65.1%0.000%
10/9/2025 Pacifica Partners Inc.3,593$361K0.1%+50.1%0.001%
10/8/2025 New Capital Management LP3,666$369K0.1%-7.9%0.001%
10/8/2025 Armstrong Advisory Group Inc.41,562$4.19M0.3%+43.0%0.007%
10/8/2025 Fiduciary Alliance LLC15,877$1.60M0.1%-37.5%0.003%
10/8/2025 RDA Financial Network6,474$652K0.2%-20.2%0.001%
10/8/2025 Sincerus Advisory LLC10,714$1.08M0.9%+44.2%0.002%
10/8/2025 Andrews Lucia Wealth Management LLC3,100$312K0.2%N/A0.001%
10/8/2025 Beacon Financial Group29,744$3.00M0.3%+4.7%0.005%
10/7/2025 ST Germain D J Co. Inc.25,392$2.56M0.1%-40.4%0.004%
10/7/2025 Grant Private Wealth Management Inc2,580$260K0.2%N/A0.000%
10/7/2025 Ervin Investment Management LLC19,756$1.99M1.1%-2.9%0.003%
10/7/2025 Traphagen Investment Advisors LLC254,916$25.67M2.2%+5.6%0.045%
10/7/2025 Freestate Advisors LLC8,189$825K0.7%+17.4%0.001%
10/7/2025 Salem Investment Counselors Inc.16,624$1.67M0.0%-12.1%0.003%
10/6/2025 Collective Family Office LLC2,298$231K0.1%N/A0.000%
10/6/2025 Baring Financial LLC45,054$4.54M3.1%+7.9%0.008%
10/6/2025 Nilsine Partners LLC24,207$2.44M0.2%+495.4%0.004%
10/3/2025 Dominguez Wealth Management Solutions Inc.142,948$14.40M9.1%+5.1%0.025%
10/3/2025 Aaron Wealth Advisors LLC1,649,615$166.12M9.8%N/A0.287%
10/1/2025 Vigilare Wealth Management140,873$14.19M4.9%-65.4%0.027%
9/29/2025 Summit Financial Wealth Advisors LLC3,477$350K0.1%-18.7%0.001%
9/26/2025Corient Private Wealth LLC405,884$40.87M0.1%+34.5%0.078%
9/9/2025NWF Advisory Services Inc.15,303$1.54M0.2%+282.2%0.003%
9/4/2025Osaic Holdings Inc.2,313,701$232.99M0.4%+28.4%0.446%
8/29/2025Evolution Wealth Management Inc.14,758$1.49M1.8%N/A0.003%
8/29/2025Centaurus Financial Inc.83,278$8.39M0.5%-17.1%0.016%
8/27/2025Orion Porfolio Solutions LLC82,652$8.32M0.1%-29.5%0.016%
8/26/2025Provident Investment Management Inc.8,378$844K0.1%-25.8%0.002%
8/26/2025Thrivent Financial for Lutherans5,552$559K0.0%-96.0%0.001%
8/25/2025Promus Capital LLC24,795$2.50M1.6%N/A0.005%
8/22/2025TT Capital Management LLC143,199$14.42M4.8%-11.2%0.028%
8/20/2025Coppell Advisory Solutions LLC32,859$3.31M0.4%N/A0.006%
8/19/2025B. Riley Wealth Advisors Inc.44,027$4.43M0.2%N/A0.008%
8/19/2025Advisory Services Network LLC263,078$26.50M0.4%+154.9%0.051%
8/19/2025Asset Dedication LLC1,459$147K0.0%-19.5%0.000%
8/18/2025Tactive Advisors LLC34,569$3.48M1.1%N/A0.007%
8/18/2025N.E.W. Advisory Services LLC9,315$938K0.1%-11.0%0.002%
8/18/2025Geneos Wealth Management Inc.96,823$9.75M0.2%+24.7%0.019%
8/18/2025SPG Advisors LLC4,346$438K5.2%N/A0.001%
8/18/2025Semper Augustus Investments Group LLC8,128$818K0.1%-23.3%0.002%
8/16/2025Evergreen Capital Management LLC206,941$20.84M0.6%+37.7%0.040%
8/15/2025Tower Research Capital LLC TRC 3,201$322K0.0%-88.8%0.001%
8/15/2025Sugar Maple Asset Management LLC5,727$577K0.4%+130.6%0.001%
8/15/2025Corient Private Wealth LLC405,882$40.87M0.1%+34.5%0.078%
8/15/2025WealthCollab LLC7,261$731K0.4%-6.0%0.001%
8/15/2025Equitable Holdings Inc.52,692$5.31M0.0%-52.2%0.010%
8/15/2025Florida Financial Advisors LLC8,834$890K0.3%N/A0.002%
8/15/2025Hayek Kallen Investment Management45,366$4.57M1.6%+6.6%0.009%
8/15/2025Captrust Financial Advisors1,781,074$179.34M0.4%+29.6%0.343%
8/15/2025Alaethes Wealth LLC4,400$443K0.1%N/A0.001%
8/15/2025Vident Advisory LLC3,060$308K0.0%+35.0%0.001%
8/15/2025Two Sigma Securities LLC5,994$604K0.1%-77.8%0.001%
8/15/2025Talisman Wealth Advisors LLC21,927$2.21M2.0%+16.5%0.004%
8/15/2025Tidal Investments LLC29,392$2.95M0.0%-80.7%0.006%
8/15/2025Orion Porfolio Solutions LLC82,652$8.32M0.1%-29.5%0.016%
8/15/2025MML Investors Services LLC409,829$41.27M0.1%+19.9%0.079%
8/15/2025Modern Wealth Management LLC3,617$364K0.0%-35.5%0.001%
8/15/2025HRT Financial LP100,029$10.07M0.0%+71.4%0.019%
8/15/2025IHT Wealth Management LLC10,287$1.04M0.0%N/A0.002%
8/15/2025Great Valley Advisor Group Inc.19,895$2.00M0.0%+14.9%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, 1,109 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), Laurel Wealth Advisors LLC ($2.30B), Bank of America Corp DE ($1.06B), LPL Financial LLC ($598.35M), Ameriprise Financial Inc. ($479.70M), Morgan Stanley ($470.48M), and Exchange Traded Concepts LLC ($365.73M).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 1,045 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 ($22.74M), Strategic Financial Concepts LLC ($7.10M), Ameriprise Financial Inc. ($5.73M), LPL Financial LLC ($4.02M), Exchange Traded Concepts LLC ($3.63M), and International Assets Investment Management LLC ($3.60M).

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

Institutional investors have bought a total of 307,214,806 shares in the last 24 months. This purchase volume represents approximately $30.92B in transactions.

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

Of the 481 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), Equity Investment Corp ($1.81M), Ameriprise Financial Inc. ($1.76M), Stuart Chaussee & Associates Inc. ($1.47M), Blue Trust Inc. ($1.34M), Kingsview Wealth Management LLC ($1.13M), and Nomura Asset Management Co. Ltd. ($875.50K).

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

Institutional investors have sold a total of 32,976,636 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 10/14/2025 by MarketBeat.com Staff
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