Go Pro
→ Trump's New Dollar (From Porter & Company) (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
$100.59 +0.01 (+0.01%)
As of 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)
981
Total
Institutional Inflows
(last 12 months)
$10.76B
Number of
Institutional Sellers
(last 12 months)
597
Total
Institutional Outflows
(last 12 months)
$8.55B
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
7/20/2026Wellspring Financial Advisors LLC90,999$9.16M0.2%-49.5%0.009%
7/20/2026Independent Wealth Network Inc.14,115$1.42M0.4%+2.4%0.001%
7/20/2026Mission Wealth Management LP6,637$668K0.0%N/A0.001%
7/20/2026Titleist Asset Management LLC560,048$56.38M3.8%-12.1%0.057%
7/20/2026Crane Advisory LLC24,384$2.45M0.4%+24.1%0.002%
7/20/2026Alpha Zero LLC8,944$899K0.3%-34.6%0.001%
7/20/2026GHP 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%
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%
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown” (Ad)

In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon adviser Jim Rickards publicly predicted a Trump victory before election night. Now Rickards is issuing a new forecast he calls a potential mid-term meltdown, one he believes could send shockwaves through financial markets.tc pixel

See Jim Rickards' full market warning and what it means for your portfolio
7/8/2026 Finley Financial LLC27,174$2.74M1.1%+17.5%0.003%
7/8/2026 Ryan Investment Management Inc.112,305$11.31M5.1%N/A0.012%
7/8/2026 Factor Wealth Management LTD16,286$1.64M0.2%-34.2%0.002%
7/8/2026 Bannerman Wealth Management Group LLC2,425$244K0.1%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC78,845$7.92M1.5%-12.3%0.008%
7/8/2026 Attessa Capital LLC17,235$1.74M0.8%+65.7%0.002%
7/8/2026 Apella Capital LLC3,863$388K0.0%N/A0.000%
7/8/2026 Byrne Asset Management LLC750$76K0.0%-25.0%0.000%
7/8/2026 Emprise Bank71,184$7.17M2.6%-6.7%0.008%
7/8/2026 Evanson Financial LLC11,111$1.12M0.1%N/A0.001%
7/8/2026 Chapin Davis Inc.2,000$201K0.0%N/A0.000%
7/7/2026 Mirador Capital Partners LP12,182$1.23M0.2%N/A0.001%
7/7/2026 DMKC Advisory Services LLC2,400$242K0.0%N/A0.000%
7/7/2026 Dynamic Advisor Solutions LLC19,675$1.98M0.1%+368.0%0.002%
7/7/2026 GK Wealth Management LLC7,806$786K0.4%N/A0.001%
7/7/2026 Avior Wealth Management LLC17,260$1.74M0.0%+15.8%0.002%
7/7/2026 Value Investment Professionals LLC3,511$353K0.3%-41.7%0.000%
7/7/2026 Mader & Shannon Wealth Management Inc.336,373$33.86M15.8%+0.4%0.036%
7/7/2026 Arlington Trust Co LLC427$43K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC24,327$2.45M0.1%+20.5%0.003%
7/7/2026 Anderson Hoagland & Co.107,051$10.78M0.8%+18.3%0.011%
7/7/2026 Pathway Financial Advisors LLC2,925$294K0.0%-14.1%0.000%
7/6/2026 Bangor Savings Bank366,588$36.90M2.7%+87.9%0.039%
7/6/2026 Sincerus Advisory LLC8,464$852K0.6%+39.4%0.001%
7/6/2026 Stableford Capital II LLC162,018$16.31M5.7%+250.8%0.017%
7/6/2026 Vigilare Wealth Management720,786$72.56M22.2%-19.1%0.076%
7/6/2026 Bulwark Capital Corp62,897$6.33M3.6%-10.1%0.007%
7/6/2026 Private Client Services LLC28,407$2.86M0.8%-18.9%0.003%
7/6/2026 General Partner Inc.1,550$156K0.1%+10.7%0.000%
7/2/2026 CX Institutional1,847,279$185.97M5.4%+60.9%0.194%
7/1/2026 Confluence Investment Management LLC2,788,012$280.67M4.4%+59.0%0.292%
7/1/2026 Miller Global Investments LLC441$44K0.0%-41.2%0.000%
7/1/2026 Eastern Bank3,252$327K0.0%N/A0.000%
6/22/2026 Sapient Capital LLC9,850$992K0.0%N/A0.001%
6/16/2026Steelhead Wealth Management LLC5,176$521K0.3%N/A0.001%
6/10/2026FAS Wealth Partners Inc.8,294$835K0.1%-9.0%0.001%
6/9/2026 Robinswood Financial LLC785$79K0.1%N/A0.000%
6/8/2026Pine Valley Investments Ltd Liability Co25,177$2.53M0.1%N/A0.003%
6/3/2026Wealthquest Corp11,534$1.16M0.1%-1.6%0.001%
6/3/2026Stillwater Private Wealth LLC15,697$1.58M1.3%N/A0.002%
6/3/2026Parallel Advisors LLC28,839$2.90M0.1%+60.7%0.003%
6/3/2026NewEdge Advisors LLC313,448$31.55M0.1%+156.3%0.037%
5/22/2026Segall Bryant & Hamill LLC105,808$10.65M0.1%+54.8%0.013%
5/22/2026Verus Capital Partners LLC2,918$294K0.0%+15.1%0.000%
5/21/2026Essential Partners LLC25,936$2.61M0.9%+100.4%0.003%
5/21/2026JDM Financial Group LLC283,950$28.58M6.0%+24.3%0.034%
5/20/2026Hobbs Group Advisors LLC10,627$1.07M0.3%+8.4%0.001%
5/20/2026Arete Wealth Advisors LLC28,066$2.83M0.2%+17.1%0.003%
5/20/2026RMR Capital Management LLC145,421$14.64M10.6%-3.9%0.017%
5/20/2026Norris Financial Group LLC33,046$3.33M1.1%N/A0.004%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
5/19/2026GTS Financial LLC143,897$14.49M10.5%N/A0.017%
5/19/2026Winnow Wealth LLC108,631$10.94M8.4%+1.5%0.013%
5/19/2026 Sonoma Allocations LLC57,494$5.78M2.0%+4.1%0.007%
5/19/2026Bank of America Corp DE12,170,491$1.23B0.1%+13.2%1.440%
5/19/2026Strait & Sound Wealth Management LLC94,763$9.54M3.6%-3.3%0.011%
5/19/2026Cassady Wealth & Retirement Planning LLC139,132$14.01M6.9%+64.7%0.016%
5/19/2026Centaurus Financial Inc.121,864$12.27M0.6%+10.7%0.014%
5/19/2026Ashton Thomas Securities LLC9,039$910K0.1%N/A0.001%
5/19/2026Arkadios Wealth Advisors105,789$10.65M0.2%+1.0%0.013%
5/19/2026Arete Wealth Advisors LLC28,066$2.83M0.2%+17.1%0.003%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,352 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 1,274 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), Strategic Financial Concepts LLC ($7.05M), Ameriprise Financial Inc. ($5.58M), LPL Financial LLC ($4.43M), Cerity Partners LLC ($4.06M), and CX Institutional ($3.42M).

Institutional investors have bought a total of 106,924,493 shares in the last 24 months. This purchase volume represents approximately $10.76B in transactions.

Of the 597 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), Equity Investment Corp ($1.52M), and Synergy Asset Management LLC ($1.29M).

Institutional investors have sold a total of 84,953,825 shares in the last 24 months. This volume of shares sold represents approximately $8.55B in transactions.


Related Companies

This page (NYSEARCA:SGOV) was last updated on 7/20/2026 by MarketBeat.com Staff.
From Our Partners
Man who Predicted Trump 2016 Win: “Prepare for Mid-Term Meltdown”
In 2016, major election models gave Hillary Clinton a 99% chance of winning - but former CIA and Pentagon advi...
Paradigm Press | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
I found Rolls-Royce at $2 - now I see the same setup again
In 2022, Karim Rahemtulla recommended Rolls-Royce under $2 - a misunderstood aerospace name the market had wri...
Monument Traders Alliance | Sponsoredtc pixel
#1 Power Grid Stock Right Now
The U.S. power grid is cracking - and one company's technology is already generating round-the-clock power in ...
Altimetry | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel
BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it?
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel