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

$100.62
+0.01 (+0.01%)
(As of 04/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
516
Total
Institutional Inflows
(last 12 months)
$6.10B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$2.85B
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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
4/25/2024Cambridge Investment Research Advisors Inc.572,874$57.69M0.2%+13.4%0.293%
4/24/2024Leavell Investment Management Inc.66,169$6.66M0.4%+31.8%0.034%
4/24/2024CENTRAL TRUST Co24,557$2.47M0.1%+52.1%0.013%
4/24/2024Pinnacle Wealth Management Group Inc.66,123$6.66M4.9%N/A0.034%
4/24/2024Greenspring Advisors LLC11,126$1.12M0.3%+96.1%0.006%
4/24/2024Simplicity Wealth LLC627,572$63.20M1.5%N/A0.321%
4/24/2024Ackerman Capital Advisors LLC85,247$8.59M2.4%+49.7%0.044%
4/24/2024Spire Wealth Management2,161$218K0.0%-17.0%0.001%
4/23/2024 Spartan Fund Management Inc.9,300$937K2.0%N/A0.005%
4/23/2024 Lunt Capital Management Inc.3,263$329K0.2%-50.2%0.002%
4/23/2024 Global Retirement Partners LLC156,394$15.75M0.6%-1.0%0.080%
4/23/2024 Venturi Wealth Management LLC7,930$799K0.1%+7.4%0.004%
4/23/2024 Silver Lake Advisory LLC14,466$1.46M0.6%N/A0.007%
4/23/2024 McAdam LLC26,413$2.66M0.2%+352.4%0.014%
4/23/2024 Principle Wealth Partners LLC2,504$252K0.0%-7.4%0.001%
4/23/2024 Strategic Blueprint LLC3,260$328K0.0%N/A0.002%
4/23/2024 4J Wealth Management LLC5,225$526K0.5%+9.2%0.003%
4/23/2024 Accurate Wealth Management LLC61,748$6.21M1.8%N/A0.032%
4/23/2024 Rebalance LLC19,883$2.00M0.2%-47.0%0.010%
4/23/2024 Raymond James Financial Services Advisors Inc.307,349$30.95M0.0%-29.2%0.157%
4/22/2024 Nicholas Hoffman & Company LLC.14,716$1.48M0.1%+22.6%0.008%
4/22/2024 Strategic Financial Concepts LLC56,795$5.72M1.4%+714.6%0.029%
4/22/2024 Vishria Bird Financial Group LLC11,295$1.14M0.5%+1.5%0.006%
4/22/2024 PFG Investments LLC7,934$799K0.0%N/A0.004%
4/22/2024 Sollinda Capital Management LLC128,899$12.98M4.1%+817.4%0.066%
4/22/2024 Outlook Wealth Advisors LLC12,383$1.25M0.4%-41.1%0.006%
4/22/2024 Donaldson Capital Management LLC8,634$870K0.0%-12.8%0.004%
4/22/2024 Raymond James & Associates1,094,951$110.27M0.1%-0.7%0.561%
4/22/2024 Waycross Investment Management Co13,045$1.31M1.2%-4.3%0.007%
4/22/2024Ashton Thomas Private Wealth LLC58,197$5.86M0.3%+3.9%0.030%
4/22/2024 Strategic Advisors LLC27,547$2.77M0.5%-4.7%0.014%
4/19/2024 Oak Harvest Investment Services8,966$903K0.2%+20.4%0.005%
4/19/2024 Core Wealth Partners LLC30,465$3.07M2.3%-10.0%0.016%
4/19/2024 Lee Johnson Capital Management LLC951,894$95.87M49.8%N/A0.487%
4/19/2024 True Link Financial Advisors LLC21,842$2.20M0.2%+4.5%0.011%
4/19/2024 AWM Capital LLC470,039$47.34M7.9%+2.3%0.241%
4/19/2024 Altiora Financial Group LLC111,068$11.19M3.0%+87.7%0.057%
4/18/2024 MBM Wealth Consultants LLC71,292$7.18M2.5%+3.2%0.036%
4/18/2024 Eagle Ridge Investment Management131,641$13.26M1.2%+0.9%0.067%
4/18/2024 Capital Advisors Ltd. LLC12,647$1.27M0.2%+1.5%0.006%
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4/18/2024 Woodmont Investment Counsel LLC133,127$13.41M1.1%+23.4%0.068%
4/18/2024 Financial Strategies Group Inc.9,143$918K0.2%+47.1%0.005%
4/18/2024 Synergy Asset Management LLC375,636$37.83M6.4%+41.0%0.192%
4/18/2024 Steele Capital Management Inc.13,030$1.31M0.1%+4.5%0.007%
4/18/2024 Congress Wealth Management LLC DE 41,203$4.15M0.1%-4.2%0.021%
4/18/2024 Dominguez Wealth Management Solutions Inc.128,153$12.91M10.2%-0.7%0.066%
4/18/2024 Claro Advisors LLC2,656$267K0.0%-71.9%0.001%
4/18/2024 Miracle Mile Advisors LLC32,606$3.28M0.1%N/A0.017%
4/18/2024 Hubbell Strickland Wealth Management LLC55,243$5.57M2.8%+1.0%0.028%
4/18/2024 Horizon Wealth Management LLC262,631$26.45M6.9%N/A0.134%
4/18/2024 Successful Portfolios LLC16,094$1.62M1.1%+66.8%0.008%
4/18/2024 ADE LLC5,700$574K0.4%-67.2%0.003%
4/17/2024 Trilogy Capital Inc.8,709$877K0.1%+170.2%0.004%
4/17/2024 Founders Financial Securities LLC58,591$5.90M0.6%+15.4%0.030%
4/17/2024 Guidance Capital Inc.18,278$1.84M0.7%+14.5%0.009%
4/17/2024 Kathleen S. Wright Associates Inc.143,038$14.40M6.5%-11.4%0.073%
4/17/2024Baker Ellis Asset Management LLC86,200$8.68M1.3%-2.3%0.044%
4/16/2024 Moisand Fitzgerald Tamayo LLC2,419$244K0.0%+8.7%0.001%
4/16/2024 Financial Management Professionals Inc.874$88K0.0%+16.5%0.000%
4/16/2024 Lincoln Capital Corp17,257$1.74M0.8%+8.5%0.009%
4/16/2024 Wealth Enhancement Advisory Services LLC387,912$39.07M0.1%-2.2%0.199%
4/15/2024 Signet Financial Management LLC74,218$7.48M1.0%+5.7%0.038%
4/15/2024 Wealthcare Advisory Partners LLC11,808$1.19M0.0%-12.4%0.006%
4/15/2024 Brookstone Capital Management172,215$17.34M0.3%+32.8%0.088%
4/15/2024 Sunbelt Securities Inc.1,917$193K0.0%-7.0%0.001%
4/15/2024 Elevated Capital Advisors LLC3,372$340K0.1%-77.4%0.002%
4/15/2024 Ehrlich Financial Group2,200$222K0.2%N/A0.001%
4/15/2024 Eagle Rock Investment Company LLC5,500$554K0.1%-8.3%0.003%
4/15/2024 Kingswood Wealth Advisors LLC9,700$977K0.1%+5.5%0.005%
4/15/2024 Columbia Advisory Partners LLC8,788$885K0.9%N/A0.007%
4/12/2024 Fermata Advisors LLC3,226$325K0.1%N/A0.003%
4/12/2024 Worth Asset Management LLC180,551$18.18M11.2%+23.7%0.151%
4/12/2024 Global Assets Advisory LLC1,291,010$130.02M0.4%+10,223.1%1.077%
4/12/2024 Lloyd Advisory Services LLC.283,884$27.70M5.6%+255.3%0.237%
4/11/2024 RDA Financial Network28,217$2.84M1.0%-0.5%0.024%
4/11/2024 Contravisory Investment Management Inc.2,735$275K0.1%N/A0.002%
4/11/2024 Bangor Savings Bank51,351$5.17M0.5%+48.0%0.043%
4/11/2024 International Assets Investment Management LLC74,164$7.44M0.2%+95.3%0.062%
4/11/2024 Selective Wealth Management Inc.166,139$16.69M7.2%+20.2%0.139%
4/11/2024 Congress Asset Management Co. MA41,230$4.15M0.0%-4.2%0.034%
4/11/2024 Maryland Capital Advisors Inc.355$36K0.0%N/A0.000%
4/11/2024 Sterling Investment Advisors LLC ADV137,558$13.85M8.1%+8.1%0.115%
4/11/2024 RFG Advisory LLC218,596$22.02M0.7%+245.9%0.182%
4/10/2024 Park Avenue Securities LLC9,195$926K0.0%+66.9%0.008%
4/10/2024 Lantz Financial LLC9,047$911K0.3%+123.7%0.008%
4/10/2024 Bruce G. Allen Investments LLC1,758$177K0.1%+20.3%0.001%
4/10/2024 Abacus Wealth Partners LLC6,204$625K0.1%N/A0.005%
4/10/2024 Stableford Capital II LLC112,407$11.32M4.5%-1.9%0.094%
4/9/2024 New Capital Management LP5,167$520K0.2%-16.2%0.004%
4/9/2024 Deane Retirement Strategies Inc.80,473$8.10M4.1%N/A0.067%
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4/9/2024 Mather Group LLC.1,305$131K0.0%N/A0.001%
4/8/2024 Mid American Wealth Advisory Group Inc.62,028$6.25M4.2%-59.9%0.052%
4/8/2024Emprise Bank106,753$10.75M7.2%N/A0.089%
4/8/2024 Evensky & Katz LLC795$80K0.0%-99.7%0.001%
4/8/2024 Marion Wealth Management46,275$4.66M1.4%+24.2%0.039%
4/5/2024 First Hawaiian Bank27,680$2.79M0.1%N/A0.023%
4/5/2024 Lake Hills Wealth Management LLC2,510$253K0.2%-94.2%0.002%
4/4/2024 IFS Advisors LLC156,734$15.79M13.8%N/A0.131%
4/3/2024 Efficient Frontier Advisors LLC301,539$30.37M24.0%-3.8%0.252%
4/2/2024 ST Germain D J Co. Inc.105,713$10.65M0.5%-9.1%0.088%
(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, 639 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 ($487.92M), Morgan Stanley ($470.48M), Exchange Traded Concepts LLC ($365.73M), 3EDGE Asset Management LP ($229.01M), LPL Financial LLC ($223.48M), AE Wealth Management LLC ($188.10M), and Beaumont Financial Partners LLC ($174.55M).Learn more on SGOV's institutional investors.

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

Of the 607 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: Exchange Traded Concepts LLC ($12.09M), Bank of America Corp DE ($8.10M), International Assets Investment Management LLC ($4.24M), AlphaStar Capital Management LLC ($2.98M), Beaumont Financial Advisors LLC ($2.32M), Modera Wealth Management LLC ($2.30M), and 3EDGE Asset Management LP ($2.29M).

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

Institutional investors have bought a total of 112,543,769 shares in the last 24 months. This purchase volume represents approximately $11.30B in transactions.

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

Of the 284 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 ($8.46M), SVB Wealth LLC ($4.02M), Bank of America Corp DE ($3.60M), AlphaStar Capital Management LLC ($2.41M), Beaumont Financial Advisors LLC ($2.29M), Merriman Wealth Management LLC ($1.45M), and Stuart Chaussee & Associates Inc. ($1.20M).

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

Institutional investors have sold a total of 42,059,350 shares in the last 24 months. This volume of shares sold represents approximately $4.22B in transactions.


This page (NYSEARCA:SGOV) was last updated on 4/25/2024 by MarketBeat.com Staff

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