Go Pro
→ Here’s the stock symbol I’ve promised (From Stansberry Research) (Ad)tc pixel Free SGOV Stock Alerts

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

iShares 0-3 Month Treasury Bond ETF logo
$100.48 0.00 (0.00%)
As of 08/7/2026 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)
950
Total
Institutional Inflows
(last 12 months)
$10.16B
Number of
Institutional Sellers
(last 12 months)
560
Total
Institutional Outflows
(last 12 months)
$7.93B
Get SGOV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares 0-3 Month Treasury Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SGOV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
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%
7/22/2026 Keystone Financial Group Inc.22,958$2.31M1.2%-87.3%0.002%
7/22/2026 Wealthedge Investment Advisors LLC53,087$5.34M1.8%-6.4%0.005%
7/22/2026 Evolution Wealth Management Inc.9,634$970K0.6%-36.4%0.001%
7/21/2026 Crown Wealth Group LLC131,917$13.28M3.4%-9.9%0.013%
7/21/2026 Norris Perne & French LLP MI23,422$2.36M0.1%+3.4%0.002%
7/21/2026 Novem Group4,527$456K0.0%-27.8%0.000%
7/21/2026 Legacy Advisory Services LLC157,858$15.89M11.2%-4.4%0.016%
7/21/2026 DecisionMap Wealth Management LLC2,762$278K0.2%-22.7%0.000%
7/21/2026 Leavell Investment Management Inc.144,174$14.51M0.5%-5.8%0.015%
7/21/2026 Guidance Capital Inc.15,688$1.58M0.3%+4.8%0.002%
7/21/2026 Envestnet Portfolio Solutions Inc.51,477$5.18M0.0%-24.1%0.005%
7/21/2026 B.O.S.S. Retirement Advisors LLC10,921$1.10M0.3%-15.9%0.001%
7/21/2026 Abacus Planning Group Inc.2,064$208K0.0%N/A0.000%
7/21/2026 Triumph Capital Management18,611$1.87M0.3%+23.0%0.002%
7/21/2026 Valued Wealth Advisors LLC16,912$1.70M0.6%N/A0.002%
7/20/2026 Objective Capital Management LLC10,150$1.02M0.9%-8.9%0.001%
7/20/2026 Clarity Financial LLC6,468$651K0.1%-3.3%0.001%
7/20/2026 Wellspring Financial Advisors LLC90,999$9.16M0.2%-49.5%0.009%
7/20/2026 Independent Wealth Network Inc.14,115$1.42M0.4%+2.4%0.001%
7/20/2026 Mission Wealth Management LP6,637$668K0.0%N/A0.001%
7/20/2026 Titleist Asset Management LLC560,048$56.38M3.8%-12.1%0.057%
7/20/2026 Crane Advisory LLC24,384$2.45M0.4%+24.1%0.002%
7/20/2026 Alpha Zero LLC8,944$899K0.3%-34.6%0.001%
7/20/2026 GHP Investment Advisors Inc.6,780$683K0.0%-21.4%0.001%
7/12/2026 Walker Asset Management LLC21,815$2.20M1.1%+30.9%0.002%
7/10/2026 Heck Capital Advisors LLC35,829$3.61M0.2%-13.9%0.004%
7/10/2026 Kennicott Capital Management LLC149,832$15.08M7.0%-4.8%0.016%
7/10/2026 Fiduciary Financial Group LLC672,284$67.68M7.7%+6.9%0.070%
7/10/2026 Prosperity Planning Inc.28,309$2.85M0.7%-2.7%0.003%
7/10/2026 Spinnaker Investment Group LLC6,921$697K0.1%+23.1%0.001%
7/10/2026 Highland Financial Advisors LLC113,186$11.39M2.5%+4.0%0.012%
7/10/2026 Redhawk Wealth Advisors Inc.24,908$2.51M0.2%+179.5%0.003%
7/10/2026 Sterling Investment Advisors LLC ADV188,608$18.99M8.5%+3.2%0.020%
7/10/2026 Wealthcare Advisory Partners LLC10,190$1.03M0.0%-97.6%0.001%
7/9/2026 Shrier Wealth Management LLC230,244$23.18M7.8%+2.7%0.024%
7/9/2026 Revolve Wealth Partners LLC6,937$698K0.1%N/A0.001%
7/9/2026 Sapient Capital LLC5,813$585K0.0%-41.0%0.001%
7/9/2026 World Equity Group Inc.4,126$415K0.1%+46.3%0.000%
7/9/2026 Professional Financial Advisors LLC8,443$850K0.1%-7.1%0.001%
7/9/2026 Focus Financial Network Inc.13,365$1.35M0.0%+3.6%0.001%
7/9/2026 Allied Private Wealth LLC34,899$3.51M2.2%N/A0.004%
7/9/2026 Kastel Capital Advisors LLC50,044$5.04M3.0%+24.1%0.005%
7/9/2026 Deane Retirement Strategies Inc.1,717$173K0.1%-92.7%0.000%
7/9/2026 GoalVest Advisory LLC1,401$141K0.0%-78.9%0.000%
7/9/2026 Tactive Advisors LLC35,087$3.53M0.9%+34.1%0.004%
7/9/2026 Topor & Co. Korea30,089$3.03M2.4%+26.2%0.003%
7/9/2026 Sax Wealth Advisors LLC5,106$514K0.0%N/A0.001%
7/9/2026 Hennion & Walsh Asset Management Inc.72,375$7.29M0.2%+10.9%0.008%
They didn't warn anyone in 1971. This time someone is warning you. (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
7/9/2026 Affinity Capital Advisors LLC177,956$17.87M2.2%-10.2%0.019%
7/9/2026 Private Wealth Group LLC249,089$25.08M9.7%+34.3%0.026%
7/9/2026 Worth Asset Management LLC177,200$17.84M5.7%+543.6%0.018%
7/8/2026 Baring Financial LLC56,863$5.72M3.1%-0.9%0.006%
7/8/2026 Invariant Investment Management59,727$6.00M3.5%-14.0%0.006%
7/8/2026 First Heartland Consultants Inc.34,325$3.46M0.2%+231.6%0.004%
7/8/2026 Aurora Investment Managers LLC.10,869$1.09M0.7%N/A0.001%
7/8/2026 LifeGoal Investments LLC5,112$515K0.2%-39.7%0.001%
7/8/2026 Scott & Selber Inc.27,257$2.74M0.6%-3.3%0.003%
7/8/2026 Finley Financial LLC27,174$2.74M1.1%+17.5%0.003%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,357 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 1,271 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 101,044,255 shares in the last 24 months. This purchase volume represents approximately $10.16B in transactions.

Of the 560 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. ($4.56M), Northwestern Mutual Wealth Management Co. ($1.54M), Synergy Asset Management LLC ($1.30M), and Maxi Investments CY Ltd ($1.26M).

Institutional investors have sold a total of 78,833,028 shares in the last 24 months. This volume of shares sold represents approximately $7.93B 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 8/7/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
I’ll Keep This Short… (Huge AI Opportunity)
Analyst Ross Givens says the top AI opportunity right now isn't Microsoft, Google, Amazon, Apple, or Nvidia - ...
Traders Agency | Sponsoredtc pixel
AI Bubble Could Finally Be Done - Wall St's Warning
Wall Street analysts are warning that the AI-driven market rally may be nearing its limits, with some cautioni...
TradeSmith | Sponsoredtc pixel
China is not hedging. It's escaping.
China's US Treasury holdings have fallen from a peak of $1.32 trillion to roughly $659 billion, an 18-year low...
Behind the Markets | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
The dollar reset no one told you about
Porter Stansberry says a dollar reset is underway - one that has happened only once before in America's 250-ye...
Porter & Company | Sponsoredtc pixel