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

iShares 0-3 Month Treasury Bond ETF logo
$100.45 +0.03 (+0.03%)
As of 06/5/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Number of
Institutional Buyers
(last 12 months)
992
Total
Institutional Inflows
(last 12 months)
$30.56B
Number of
Institutional Sellers
(last 12 months)
598
Total
Institutional Outflows
(last 12 months)
$8.61B
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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
6/3/2026 Wealthquest Corp11,534$1.16M0.1%-1.6%0.001%
6/3/2026 Stillwater Private Wealth LLC15,697$1.58M1.3%N/A0.002%
6/3/2026 Parallel Advisors LLC28,839$2.90M0.1%+60.7%0.003%
6/3/2026 NewEdge Advisors LLC313,448$31.55M0.1%+156.3%0.037%
5/22/2026 Segall Bryant & Hamill LLC105,808$10.65M0.1%+54.8%0.013%
5/22/2026 Verus Capital Partners LLC2,918$294K0.0%+15.1%0.000%
5/21/2026 Essential Partners LLC25,936$2.61M0.9%+100.4%0.003%
5/21/2026 JDM Financial Group LLC283,950$28.58M6.0%+24.3%0.034%
5/20/2026 Hobbs Group Advisors LLC10,627$1.07M0.3%+8.4%0.001%
5/20/2026 Arete Wealth Advisors LLC28,066$2.83M0.2%+17.1%0.003%
5/20/2026 RMR Capital Management LLC145,421$14.64M10.6%-3.9%0.017%
5/20/2026 Norris Financial Group LLC33,046$3.33M1.1%N/A0.004%
5/19/2026 GTS Financial LLC143,897$14.49M10.5%N/A0.017%
5/19/2026 Winnow Wealth LLC108,631$10.94M8.4%+1.5%0.013%
5/19/2026 Sonoma Allocations LLC57,494$5.78M2.0%+4.1%0.007%
5/19/2026 Bank of America Corp DE12,170,491$1.23B0.1%+13.2%1.440%
5/19/2026 Strait & Sound Wealth Management LLC94,763$9.54M3.6%-3.3%0.011%
5/19/2026 Cassady Wealth & Retirement Planning LLC139,132$14.01M6.9%+64.7%0.016%
5/19/2026 Centaurus Financial Inc.121,864$12.27M0.6%+10.7%0.014%
5/19/2026 Ashton Thomas Securities LLC9,039$910K0.1%N/A0.001%
5/19/2026 Arkadios Wealth Advisors105,789$10.65M0.2%+1.0%0.013%
5/19/2026 Arete Wealth Advisors LLC28,066$2.83M0.2%+17.1%0.003%
5/18/2026 Sunbelt Securities Inc.16,847$1.70M0.1%+140.1%0.002%
5/18/2026 Guardian Partners Inc.61,026$6.14M0.5%N/A0.007%
5/18/2026 EverSource Wealth Advisors LLC28,706$2.89M0.1%+75.1%0.003%
5/18/2026 Talon Private Wealth LLC224,963$22.65M3.0%N/A0.027%
5/18/2026 Core Wealth Advisors Inc.5,530$557K0.1%N/A0.001%
5/18/2026 Royal Bank of Canada2,691,521$270.93M0.0%+14.5%0.318%
5/18/2026 Raine Capital LLC7,200$725K5.1%N/A0.001%
5/18/2026 Empowered Funds LLC230,373$23.13M0.1%-10.9%0.027%
5/16/2026 Quantinno Capital Management LP144,635$14.56M0.0%-36.1%0.017%
5/16/2026 Seal Cove Capital LLC67,584$6.80M6.0%+5.1%0.008%
5/16/2026 Jessup Wealth Management Inc3,440$346K0.1%-4.1%0.000%
5/15/2026 Gateway Wealth Partners LLC61,100$6.15M0.2%+125.3%0.007%
5/15/2026 Quadcap Wealth Management LLC2,981$300K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC1,510,486$152.05M1.1%+2.7%0.179%
5/15/2026 Aristotle Capital Management LLC287,383$28.93M0.1%+3.7%0.034%
5/14/2026 Gamco Investors INC. ET AL77,428$7.79M0.1%+5.9%0.009%
5/14/2026 Hilltop Holdings Inc.138,863$13.98M1.3%+4.7%0.016%
5/14/2026 Compound Planning Inc.63,602$6.40M0.2%+13.5%0.008%
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5/14/2026 Modern 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%
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%


SGOV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,338 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), Royal Bank of Canada ($270.93M), and Raymond James Financial Inc. ($268.21M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

Of the 1,261 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 303,654,893 shares in the last 24 months. This purchase volume represents approximately $30.56B in transactions.

Of the 598 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 85,606,659 shares in the last 24 months. This volume of shares sold represents approximately $8.61B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 6/6/2026 by MarketBeat.com Staff.
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