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

iShares 0-3 Month Treasury Bond ETF logo
$100.52 +0.01 (+0.01%)
As of 05/14/2026 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)
993
Total
Institutional Inflows
(last 12 months)
$30.55B
Number of
Institutional Sellers
(last 12 months)
605
Total
Institutional Outflows
(last 12 months)
$8.74B
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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
5/14/2026Gamco Investors INC. ET AL77,428$7.79M0.1%+5.9%0.009%
5/14/2026Hilltop Holdings Inc.138,863$13.98M1.3%+4.7%0.016%
5/14/2026Compound Planning Inc.63,602$6.40M0.2%+13.5%0.008%
5/14/2026Modern Wealth Management LLC30,095$3.02M0.1%+262.2%0.004%
5/14/2026 Lido Advisors LLC178,195$17.94M0.1%-17.5%0.021%
5/13/2026 Cetera Investment Advisers2,142,221$215.64M0.2%+12.3%0.253%
5/13/2026 Dynamic Wealth Strategies LLC120,886$12.17M7.0%-0.1%0.014%
5/13/2026 Cambridge Associates LLC MA ADV443,120$44.60M0.7%-21.4%0.052%
5/13/2026 Quantum Capital Management LLC NJ1,609$162K0.0%-23.2%0.000%
5/13/2026 Clearwater Capital Advisors LLC2,642$266K0.0%-23.7%0.000%
5/13/2026 NewEdge Wealth LLC17,550$1.77M0.0%+36.8%0.002%
5/13/2026 Alpha Financial Partners LLC23,371$2.35M1.4%+2.1%0.003%
5/13/2026 Petra Financial Advisors Inc.9,198$926K0.6%+97.0%0.001%
5/13/2026 Goepper Burkhardt LLC5,479$552K0.2%+2.9%0.001%
5/13/2026 WealthCollab LLC22,813$2.30M0.9%+16.4%0.003%
5/13/2026 Alesco Advisors LLC An ESL Co54,060$5.44M0.1%-16.2%0.006%
5/12/2026 First Wilshire Securities Management Inc.666,152$67.06M15.1%+73.5%0.079%
5/12/2026 Fortis Capital Management LLC65,590$6.60M0.7%N/A0.008%
5/12/2026 Bellwether Advisors LLC2,428$244K0.0%N/A0.000%
5/8/2026 Pacific Sun Financial Corp3,914$394K0.2%N/A0.000%
5/8/2026 PNC Financial Services Group Inc.14,129$1.42M0.0%+40.9%0.002%
5/8/2026 Burling Wealth Partners LLC19,332$1.95M0.3%+335.3%0.002%
5/8/2026 Stone Loft Wealth Management LLC21,343$2.15M1.5%N/A0.003%
5/8/2026 Atlantic Private Wealth LLC5,686$572K0.4%-29.5%0.001%
5/8/2026 Cura Wealth Advisors LLC29,509$2.97M1.3%+1.7%0.003%
5/8/2026 Alpha Zero LLC13,672$1.38M0.7%+166.3%0.002%
5/8/2026 Maimon Wealth Management LTD.5,900$594K0.5%-42.7%0.001%
5/8/2026 Ridgepath Capital Management LLC181,832$18.30M9.1%-71.9%0.022%
5/7/2026 Legacy Wealth Managment LLC ID1,260$127K0.1%N/A0.000%
5/7/2026 Florida Financial Advisors LLC14,358$1.45M0.3%N/A0.002%
5/7/2026 Commonwealth Financial Services LLC21,780$2.19M0.3%+102.0%0.003%
5/7/2026 Cornerstone Advisors Asset Management LLC219,403$22.09M3.4%+15.9%0.026%
5/7/2026 Meeder Advisory Services Inc.369,041$37.15M1.6%+44.6%0.044%
5/7/2026 Parallel Advisors LLC28,839$2.90M0.1%+60.7%0.003%
5/7/2026 Greenwood Gearhart LLC6,225$627K0.0%+2.0%0.001%
5/7/2026 Financial Discovery Group Inc.121,331$12.21M28.5%N/A0.014%
5/7/2026 World Equity Group Inc.2,821$284K0.1%N/A0.000%
5/7/2026 Valley Wealth Managers Inc.868$87K0.0%N/A0.000%
5/7/2026 Legacy Wealth Advisors LLC467,180$47.03M24.0%+130.9%0.055%
5/7/2026 Spartan Wealth Advisory Services LLC180,835$18.20M1.6%N/A0.021%
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5/7/2026 Arjuna Capital399,697$40.23M10.2%-15.9%0.047%
5/7/2026 Crescent Grove Advisors LLC180,134$18.13M1.7%-12.2%0.021%
5/6/2026 GatePass Capital LLC22,650$2.28M1.1%+138.4%0.003%
5/6/2026 Quadrant Private Wealth Management LLC10,506$1.06M0.2%+172.7%0.001%
5/6/2026 Zhang Financial LLC26,808$2.70M0.1%-56.0%0.003%
5/6/2026 Simon Quick Advisors LLC95,952$9.66M0.4%+41.8%0.011%
5/6/2026 Kera Capital Partners Inc.185,096$18.63M2.3%N/A0.022%
5/6/2026 Gryphon Financial Partners LLC2,767$279K0.0%-3.5%0.000%
5/6/2026 Modera Wealth Management LLC9,418$948K0.0%-3.4%0.001%
5/6/2026 Advisortrust Partners LLC6,114$615K0.3%N/A0.001%
5/6/2026 Morling Financial Advisors LLC2,851$287K0.1%N/A0.000%
5/6/2026 Assetmark Inc.30,757$3.10M0.0%-44.3%0.004%
5/6/2026 Gallacher Capital Management LLC9,623$969K0.4%-13.3%0.001%
5/6/2026 Angeles Wealth Management LLC5,762$580K0.0%-62.6%0.001%
5/6/2026 Fiscal Wisdom Wealth Management LLC28,929$2.91M2.8%+195.0%0.003%
5/6/2026 Bessemer Group Inc.241,467$24.31M0.0%+9,735.7%0.029%
5/6/2026 One Day In July LLC281,647$28.35M2.3%-15.0%0.033%
5/6/2026 Adaptive Financial Consulting LLC21,150$2.13M0.8%-3.6%0.003%
5/6/2026 Independent Financial Group LLC107,417$10.81M0.3%N/A0.013%
5/6/2026 Prosperity Consulting Group LLC3,891$392K0.0%-10.0%0.000%
5/6/2026 Frazier Financial Advisors LLC501$50K0.0%+496.4%0.000%
5/5/2026 Quartz Partners LLC16,487$1.66M0.6%+124.1%0.002%
5/5/2026 BCGM Wealth Management LLC16,460$1.66M0.4%N/A0.002%
5/5/2026 Vectors Research Management LLC9,820$988K0.3%-54.6%0.001%
5/5/2026 Wealthfront Advisers LLC992,541$99.91M0.2%+13.3%0.117%
5/5/2026 D.A. Davidson & CO.712,919$71.76M0.4%+15.3%0.084%
5/5/2026 RFG Bristol Wealth Advisors LLC4,018$404K0.1%+7.9%0.000%
5/5/2026 Beaumont Financial Advisors LLC647,227$65.15M4.5%+34.8%0.077%
5/5/2026 Bank of New York Mellon Corp155,505$15.65M0.0%+16.0%0.018%
5/5/2026 Journey Advisory Group LLC637,029$64.12M5.5%+638.9%0.075%
5/5/2026 Geneos Wealth Management Inc.273,696$27.55M0.6%+80.6%0.032%
5/5/2026 Ethos Financial Group LLC27,675$2.79M0.2%-2.2%0.003%
5/5/2026 LFA Lugano Financial Advisors SA17,123$1.71M0.9%-51.2%0.002%
5/5/2026 Signet Financial Management LLC68,804$6.93M0.8%-2.4%0.008%
5/5/2026 SouthState Bank Corp102,804$10.35M0.5%-18.5%0.012%
5/5/2026 Advisors Preferred LLC193,330$19.46M2.9%-0.7%0.023%
5/5/2026 Sanctuary Advisors LLC391,339$39.39M0.2%+13.5%0.046%
5/5/2026 Sigma Planning Corp69,634$7.01M0.2%+10.8%0.008%
5/5/2026 Conservest Capital Advisors Inc.171,311$17.24M1.6%+50.4%0.020%
5/5/2026 Mosaic Advisors LLC2,500$252K0.3%-75.6%0.000%
5/5/2026 RWWM Inc.720,778$72.55M5.3%-5.8%0.085%
5/5/2026 Nwam LLC19,110$1.92M0.1%+92.3%0.002%
5/4/2026 Retirement Planning Group LLC201,228$20.26M0.6%-5.1%0.024%
5/4/2026 Blake Schutter Theil Wealth Advisors LLC14,978$1.51M1.2%+159.1%0.002%
5/4/2026 Objective Capital Management LLC11,146$1.12M1.1%+4.9%0.001%
5/4/2026 NBZ Investment Advisors LLC46,636$4.69M2.0%+453.7%0.006%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management14,320$1.44M0.0%+4.7%0.002%
5/4/2026 Bleakley Financial Group LLC582,145$58.60M0.9%+3.8%0.069%
5/4/2026 Archer Investment Corp33,099$3.33M0.7%-4.8%0.004%
5/4/2026 V2 Financial group LLC6,339$638K0.3%N/A0.001%
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5/4/2026 NWF Advisory Services Inc.7,748$780K0.1%+3.1%0.001%
5/4/2026 Citizens National Bank Trust Department17,250$1.74M0.3%-14.8%0.002%
5/4/2026 Chicago Partners Investment Group LLC10,940$1.10M0.0%+36.2%0.001%
5/4/2026 IFC Advisors LLC4,439$447K0.1%-16.7%0.001%
5/4/2026 J. Safra Sarasin Holding AG32,184$3.24M0.1%+1,225.0%0.004%
5/4/2026 Procyon Advisors LLC17,977$1.81M0.0%+0.8%0.002%
5/2/2026 Financial Advisory Partners LLC103,477$10.42M2.9%-31.3%0.012%
5/2/2026 Navigate Wealth Management LLC174,555$17.56M12.3%N/A0.021%
5/2/2026 CAP Partners LLC12,334$1.24M0.7%-8.5%0.001%
5/2/2026 Global Assets Advisory LLC12,150$1.22M0.3%+130.8%0.001%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,331 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 ($995.30M), LPL Financial LLC ($882.98M), Morgan Stanley ($802.90M), CIBC Private Wealth Group LLC ($415.76M), Cerity Partners LLC ($395.81M), Raymond James Financial Inc. ($268.21M), and UBS Group AG ($260.10M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

Of the 1,251 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 Raymond James Financial Inc. ($3.19M).

Institutional investors have bought a total of 303,500,178 shares in the last 24 months. This purchase volume represents approximately $30.55B in transactions.

Of the 604 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 86,825,297 shares in the last 24 months. This volume of shares sold represents approximately $8.74B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 5/15/2026 by MarketBeat.com Staff.
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