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

iShares 0-3 Month Treasury Bond ETF logo
$100.69 +0.03 (+0.03%)
As of 08/28/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
931
Total
Institutional Inflows
(last 12 months)
$7.23B
Number of
Institutional Sellers
(last 12 months)
547
Total
Institutional Outflows
(last 12 months)
$7.42B
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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
8/27/2026 Corient Private Wealth LP59,321$5.97M0.0%-64.1%0.006%
8/26/2026 HighTower Advisors LLC865,348$87.12M0.1%-3.8%0.087%
8/22/2026 Rose Capital Advisors LLC30,073$3.03M1.5%N/A0.003%
8/22/2026 NBH Bank700$70K0.0%N/A0.000%
8/22/2026 Shah Wealth Advisors LLC14,281$1.44M0.3%N/A0.001%
8/22/2026 William John Sempolinski81,790$8.23M3.3%N/A0.008%
8/22/2026 MW Advisory LLC15,187$1.53M0.6%N/A0.002%
8/22/2026 Old Mission Investment Co LLC14,668$1.48M0.3%N/A0.001%
8/22/2026 OceanIQ Capital LLC23,020$2.31M1.4%N/A0.002%
8/22/2026 Strive Financial Group LLC13,583$1.37M0.6%-14.6%0.001%
8/22/2026 Sensenig Capital Advisors Inc69,495$7.00M6.4%+17.8%0.007%
8/22/2026 Aureum Wealth Management LLC9,505$957K0.6%-45.0%0.001%
8/22/2026 SVRN Asset Management LLC122,285$12.31M6.3%+94.9%0.012%
8/22/2026 Cornerstone Advisors Asset Management LLC240,518$24.21M3.2%+9.6%0.024%
8/22/2026 Jim Saulnier & Associates LLC15,718$1.58M0.7%-27.2%0.002%
8/22/2026 Legacy Wealth Managment LLC ID2,759$278K0.1%+119.0%0.000%
8/22/2026 NWF Advisory Services Inc.15,117$1.52M0.1%+95.1%0.002%
8/22/2026 Sapient Capital LLC5,813$585K0.0%-41.0%0.001%
8/22/2026 Wheelhouse Advisory Group LLC362,616$36.51M10.3%+3.5%0.036%
8/22/2026 DORVAL Corp146,232$14.72M4.3%+2.0%0.015%
8/22/2026 TD Waterhouse Canada Inc.21,333$2.14M0.0%+44.0%0.002%
8/22/2026 United Community Bank1,934$195K0.1%-21.0%0.000%
8/22/2026 Concurrent Investment Advisors LLC76,122$7.66M0.1%-55.4%0.008%
8/21/2026 Andina Capital Management LLC61,745$6.22M10.1%N/A0.006%
8/21/2026 Leo H. Evart Inc.190,606$19.19M15.2%-2.6%0.019%
8/21/2026 Strengthening Families & Communities LLC313$31K0.0%-43.2%0.000%
8/21/2026 WorthPointe LLC8,306$836K0.2%+23.2%0.001%
8/21/2026 Beacon Capital Management LLC20,961$2.11M0.3%-11.7%0.002%
8/21/2026 Greenspring Advisors LLC59,189$5.96M0.3%-8.2%0.006%
8/21/2026 Waycross Investment Management Co8,248$830K0.5%-12.7%0.001%
8/21/2026 Mayport LLC9,559$962K0.2%+58.6%0.001%
8/21/2026 Safeguard Investment Advisory Group LLC50,298$5.06M1.1%+213.2%0.005%
8/21/2026 Orion Capital Management LLC249,387$25.11M7.9%-29.3%0.025%
8/21/2026 Coppell Advisory Solutions LLC24,501$2.47M0.5%N/A0.002%
8/21/2026 Pacifica Partners Inc.8,519$856K0.3%+3.9%0.001%
8/21/2026 General Partner Inc.1,550$156K0.1%+10.7%0.000%
8/21/2026 Sound Financial Strategies Group LLC45,544$4.59M2.9%-17.2%0.005%
8/21/2026 Symphony Financial Ltd. Co.2,368$238K0.0%-40.0%0.000%
8/21/2026 Bedel Financial Consulting Inc.2,375$239K0.0%-17.5%0.000%
8/21/2026 Acorn Wealth Advisors LLC13,206$1.33M0.3%+413.1%0.001%
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8/21/2026 Triumph Capital Management18,611$1.87M0.3%+23.0%0.002%
8/20/2026 Proficio Capital Partners LLC220,448$22.19M0.8%-50.0%0.022%
8/20/2026 Nwam LLC40,200$4.05M0.2%+110.4%0.004%
8/20/2026 JNBA Financial Advisors924,007$93.02M4.7%+9.1%0.093%
8/20/2026 Strategic Advisors LLC36,865$3.71M0.7%-46.6%0.004%
8/20/2026 Ancora Advisors LLC39,660$3.99M0.1%+64.6%0.004%
8/20/2026 Sigma Planning Corp27,192$2.74M0.1%-61.0%0.003%
8/20/2026 GTS Securities LLC85,100$8.57M0.2%-31.2%0.009%
8/20/2026 IMC Chicago LLC6,287$633K0.0%N/A0.001%
8/20/2026 Flputnam Investment Management Co.6,144$619K0.0%-4.2%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.1,139,981$114.76M0.1%-1.7%0.115%
8/20/2026 Private Management Group Inc.28,144$2.83M0.1%-27.2%0.003%
8/19/2026 Capital Advisors Inc. OK3,482$351K0.0%N/A0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC450,319$45.33M0.0%-23.9%0.045%
8/19/2026 Toth Financial Advisory Corp96,660$9.73M1.0%-46.6%0.010%
8/19/2026 Chapin Davis Inc.2,000$201K0.0%N/A0.000%
8/19/2026 Lincoln Capital Corp24,062$2.42M0.8%+681.5%0.002%
8/12/2026 Compass Financial Management LLC29,110$2.93M0.3%N/A0.003%
8/7/2026 Trust Co. of Vermont125,859$12.67M0.5%N/A0.013%
7/25/2026 Platform Technology Partners44,779$4.51M0.7%+209.6%0.005%
7/25/2026 Stone Loft Wealth Management LLC39,276$3.95M2.2%+84.0%0.004%
7/25/2026 Fortis Group Advisors LLC61,710$6.21M1.0%+12.8%0.006%
7/25/2026 Bogart Wealth LLC7,310$736K0.0%+11.1%0.001%
7/25/2026 Seamount Financial Group Inc.2,051$206K0.1%N/A0.000%
7/25/2026 Freedom Day Solutions LLC12,281$1.24M0.3%N/A0.001%
7/24/2026 Avidian Wealth Enterprises LLC26,784$2.70M0.1%-41.5%0.003%
7/24/2026 D.A. Davidson & CO.708,362$71.31M0.4%-0.6%0.072%
7/24/2026 Fell Capital Management ADV6,500$654K0.6%+4.0%0.001%
7/24/2026 L.K. Benson & Company P.C.9,602$967K0.3%+6.2%0.001%
7/24/2026 EverSource Wealth Advisors LLC39,365$3.96M0.1%+37.1%0.004%
7/24/2026 Nilsine Partners LLC24,477$2.46M0.2%-9.9%0.002%
7/24/2026 Crewe Advisors LLC5,072$511K0.0%-7.7%0.001%
7/24/2026 Cascade Investment Group Inc.6,424$647K0.4%+37.0%0.001%
7/24/2026 Hunter Associates Investment Management LLC20,921$2.12M0.2%-10.4%0.002%
7/24/2026 Financial Consulate Inc.250$25K0.0%N/A0.000%
7/24/2026 Dynamic Wealth Strategies LLC1,828$184K0.1%-98.5%0.000%
7/23/2026 JNBA Financial Advisors924,007$93.02M7.0%+9.1%0.094%
7/23/2026 PFG Investments LLC105,259$10.60M0.4%+16.1%0.011%
7/23/2026 Johnson Investment Counsel Inc.31,616$3.18M0.0%+182.9%0.003%
7/23/2026 Wealth Architects LLC14,575$1.47M0.1%-28.9%0.001%
7/23/2026 Bayshore Asset Management LLC28,225$2.84M1.0%-8.8%0.003%
7/23/2026 J. M. Brown & Associates Inc.39,431$3.97M2.3%N/A0.004%
7/23/2026 New Harbor Financial Group LLC26,636$2.68M0.4%-24.1%0.003%
7/23/2026 RIA Advisory Group LLC417,009$41.98M9.1%+4.5%0.043%
7/23/2026 Leonard Rickey Investment Advisors P.L.L.C.348,375$35.07M5.5%-16.1%0.036%
7/23/2026 McElhenny Sheffield Capital Management LLC547,033$55.07M13.6%-27.8%0.056%
7/23/2026 Capital Advisors Inc. OK3,482$351K0.0%N/A0.000%
7/23/2026 Apollon Wealth Management LLC210,320$21.17M0.3%+96.7%0.021%
7/23/2026 Klein Pavlis & Peasley Financial Inc.69,096$6.96M3.6%+24.9%0.007%
7/23/2026 Albion Financial Group UT354,373$35.68M2.1%+85,291.1%0.036%
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7/23/2026 Confluence Wealth Services Inc.14,091$1.42M0.0%N/A0.001%
7/22/2026 Harbor Asset Planning Inc.23,476$2.36M1.8%+7.5%0.002%
7/22/2026 Owen LaRue LLC182,589$18.38M6.4%-12.2%0.019%
7/22/2026 Fortitude Advisory Group L.L.C.8,473$853K0.3%-22.0%0.001%
7/22/2026 Citizens National Bank Trust Department16,650$1.68M0.2%-3.5%0.002%
7/22/2026 Synergy Asset Management LLC375,603$37.81M3.6%-2.8%0.038%
7/22/2026 Mirae Asset Global Investments Co. Ltd.587,000$59.09M0.1%-10.5%0.060%
7/22/2026 Xena Financial Planning LLC4,483$451K0.4%N/A0.000%
7/22/2026 Madson Wealth Advisors Inc91,162$9.18M6.2%+19.5%0.009%
7/22/2026 Raleigh Capital Management Inc.12,418$1.25M0.4%+167.3%0.001%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,366 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 ($1.23B), LPL Financial LLC ($882.98M), Morgan Stanley ($802.90M), CIBC Private Wealth Group LLC ($415.76M), Cerity Partners LLC ($395.81M), Confluence Investment Management LLC ($280.67M), and Royal Bank of Canada ($270.93M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

Of the 1,277 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 ($22.69M), Ameriprise Financial Inc. ($5.58M), Cerity Partners LLC ($4.06M), LPL Financial LLC ($3.95M), CX Institutional ($3.42M), and Raymond James Financial Inc. ($3.19M).

Institutional investors have bought a total of 71,881,702 shares in the last 24 months. This purchase volume represents approximately $7.23B in transactions.

Of the 547 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: Laurel Wealth Advisors LLC ($22.62M), Cornerstone Advisors Asset Management LLC ($10.10M), Potomac Fund Management Inc. ADV ($8.50M), Ameriprise Financial Inc. ($2.79M), Synergy Asset Management LLC ($1.30M), Northwestern Mutual Wealth Management Co. ($1.27M), and Maxi Investments CY Ltd ($1.26M).

Institutional investors have sold a total of 73,761,498 shares in the last 24 months. This volume of shares sold represents approximately $7.42B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SGOV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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