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

iShares 0-3 Month Treasury Bond ETF logo
$100.54 +0.05 (+0.05%)
As of 01/17/2025 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)
527
Total
Institutional Inflows
(last 12 months)
$4.23B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$2.14B
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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
1/17/2025New Century Financial Group LLC6,626$665K0.3%-1.7%0.003%
1/17/2025Fiduciary Family Office LLC31,998$3.21M0.9%N/A0.016%
1/17/2025Baron Silver Stevens Financial Advisors LLC4,457$447K0.1%+2.4%0.002%
1/17/2025Avior Wealth Management LLC1,472$148K0.0%+26.7%0.001%
1/17/2025Raleigh Capital Management Inc.16,815$1.69M0.7%+1,681,400.0%0.008%
1/17/2025Mutual Advisors LLC7,406$744K0.0%-14.4%0.004%
1/17/2025Independent Wealth Network Inc.13,284$1.33M0.5%N/A0.007%
1/17/2025Baker Ellis Asset Management LLC88,118$8.84M1.3%-7.1%0.044%
1/17/2025Advisory Alpha LLC8,567$859K0.0%-4.2%0.004%
1/17/2025Traphagen Investment Advisors LLC251,005$25.18M2.6%-9.7%0.124%
1/17/2025Simon Quick Advisors LLC27,791$2.79M0.2%+8.9%0.014%
1/17/2025Beaumont Financial Advisors LLC40,480$4.06M0.3%+6.2%0.020%
1/17/2025Planned Solutions Inc.48,202$4.84M2.0%+708.6%0.024%
1/17/2025Atomi Financial Group Inc.6,427$645K0.0%+38.8%0.003%
1/17/2025Transform Wealth LLC601,801$60.37M3.4%+17,864.2%0.298%
1/17/2025Prosperity Planning Inc.14,878$1.49M0.5%+13.8%0.007%
1/17/2025ADE LLC67,691$6.79M4.2%+14.7%0.034%
1/16/2025Aspiriant LLC4,871$489K0.0%-39.1%0.002%
1/16/2025Sugar Maple Asset Management LLC1,479$148K0.1%N/A0.001%
1/16/2025Koshinski Asset Management Inc.2,642$265K0.0%+26.8%0.001%
1/16/2025Ulland Investment Advisors LLC252$25K0.0%+152.0%0.000%
1/16/2025Cove Private Wealth LLC20,750$2.08M1.3%N/A0.010%
1/16/2025Lee Johnson Capital Management LLC646,116$64.82M34.2%-18.4%0.320%
1/16/2025True Link Financial Advisors LLC18,125$1.82M0.2%+0.7%0.009%
1/16/2025UMB Bank n.a.17,025$1.71M0.0%N/A0.008%
1/16/2025Wooster Corthell Wealth Management Inc.6,363$638K0.1%-2.7%0.003%
1/16/2025Diversify Advisory Services LLC58,405$5.87M0.3%+3.1%0.029%
1/16/2025Diversify Wealth Management LLC2,933$295K0.0%+12.5%0.001%
1/16/2025Successful Portfolios LLC25,449$2.55M1.7%+19.8%0.013%
1/16/2025Evanson Asset Management LLC2,639$265K0.0%-14.6%0.001%
1/16/2025Bayshore Asset Management LLC2,390$240K0.1%N/A0.001%
1/16/2025McElhenny Sheffield Capital Management LLC400,289$40.16M13.5%N/A0.198%
1/15/2025 J2 Capital Management Inc54,374$5.46M5.1%N/A0.027%
1/15/2025 Smith Salley Wealth Management2,272$228K0.0%N/A0.001%
1/15/2025 Ameritas Advisory Services LLC53,019$5.32M0.2%+3.0%0.026%
1/15/2025 Hubbell Strickland Wealth Management LLC46,856$4.70M2.2%-12.9%0.023%
1/15/2025 Trust Co. of Vermont17,490$1.76M0.1%N/A0.009%
1/15/2025 Stonekeep Investments LLC151,913$15.24M11.3%-4.1%0.075%
1/15/2025 Arkadios Wealth Advisors3,768$378K0.0%-50.5%0.002%
1/15/2025 Spring Capital Management LLC2,015$202K0.1%N/A0.001%
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1/15/2025 Dominguez Wealth Management Solutions Inc.131,840$13.23M9.6%+0.6%0.065%
1/15/2025 Selective Wealth Management Inc.308,388$30.99M12.6%+23.2%0.153%
1/15/2025 Sax Wealth Advisors LLC5,834$585K0.0%-16.5%0.003%
1/15/2025 Relyea Zuckerberg Hanson LLC81,008$8.13M1.1%+121.1%0.040%
1/15/2025 Wealthcare Advisory Partners LLC9,411$944K0.0%-15.7%0.005%
1/15/2025 RDA Financial Network10,019$1.01M0.3%-34.2%0.005%
1/15/2025 Capital Planning LLC18,139$1.82M0.5%+811.5%0.009%
1/15/2025 Eagle Rock Investment Company LLC4,750$477K0.1%-13.6%0.002%
1/15/2025 Fermata Advisors LLC6,177$620K0.1%-35.7%0.003%
1/15/2025 Capital Advisors Wealth Management LLC21,225$2.13M0.4%+129.0%0.011%
1/15/2025 Retireful LLC41,841$4.20M2.4%+46.7%0.021%
1/15/2025 Carnegie Investment Counsel90,403$9.07M0.3%+215.0%0.045%
1/15/2025 IFS Advisors LLC196,171$19.68M15.5%-0.5%0.097%
1/14/2025 Freestate Advisors LLC4,407$442K0.5%N/A0.002%
1/14/2025 Sterling Investment Advisors LLC ADV142,427$14.29M8.3%+7.3%0.071%
1/14/2025 Godsey & Gibb Inc.664$67K0.0%N/A0.000%
1/14/2025 Armstrong Advisory Group Inc.202,987$20.36M1.6%+9.8%0.101%
1/14/2025 Smith Anglin Financial LLC119,349$11.97M1.1%+3.5%0.059%
1/14/2025 Peak Financial Advisors LLC30,260$3.04M1.6%N/A0.015%
1/14/2025 CPR Investments Inc.11,105$1.11M1.0%-38.0%0.006%
1/14/2025 Founders Grove Wealth Partners LLC7,783$781K0.2%N/A0.004%
1/14/2025 Laurel Wealth Advisors LLC207,205$20.79M3.2%+5.5%0.103%
1/14/2025 Park Avenue Securities LLC18,342$1.84M0.0%+58.7%0.009%
1/14/2025 Accurate Wealth Management LLC79,822$8.02M1.5%+1,356.9%0.040%
1/14/2025 Fiduciary Financial Group LLC208,903$20.98M4.6%+140.1%0.103%
1/14/2025 Pacifica Partners Inc.1,400$140K0.1%-70.1%0.001%
1/14/2025 Crane Advisory LLC2,453$246K0.0%+6.5%0.001%
1/14/2025 Signal Advisors Wealth LLC4,348$436K0.0%N/A0.002%
1/14/2025 Professional Financial Advisors LLC57,218$5.74M1.5%+6.6%0.028%
1/13/2025 Columbia Advisory Partners LLC11,462$1.15M1.1%N/A0.006%
1/13/2025 Pinnacle Wealth Management Group Inc.22,524$2.26M1.4%-10.9%0.011%
1/13/2025 Signet Financial Management LLC87,435$8.77M1.1%+2.9%0.043%
1/13/2025 Marion Wealth Management47,096$4.73M1.3%-0.4%0.023%
1/13/2025 Courier Capital LLC39,334$3.95M0.3%N/A0.019%
1/13/2025 Miracle Mile Advisors LLC462,544$46.40M0.9%+173.3%0.229%
1/13/2025 Elevated Capital Advisors LLC13,761$1.38M0.4%+3.2%0.007%
1/13/2025 Friedenthal Financial47,425$4.76M2.8%+1,263.6%0.023%
1/13/2025 Vigilare Wealth Management983,026$98.62M40.0%+153.9%0.487%
1/13/2025 Claro Advisors LLC2,175$218K0.0%-9.3%0.001%
1/13/2025 Wedmont Private Capital3,191$321K0.0%N/A0.002%
1/13/2025 Salem Investment Counselors Inc.12,354$1.24M0.0%-1.3%0.006%
1/13/2025 Eagle Bay Advisors LLC17,491$1.76M1.1%+4.5%0.009%
1/13/2025 Emprise Bank114,877$11.52M6.5%-2.3%0.057%
1/13/2025 Brookstone Capital Management394,061$39.53M0.6%+101.7%0.195%
1/10/2025 Bruce G. Allen Investments LLC527$53K0.0%-71.8%0.000%
1/10/2025 Highline Wealth Partners LLC5,376$539K0.2%-29.2%0.003%
1/10/2025 ORG Wealth Partners LLC882$88K0.0%-97.5%0.000%
1/10/2025 Ridgewood Investments LLC24,505$2.46M1.2%+713.3%0.012%
1/10/2025 ST Germain D J Co. Inc.92,973$9.33M0.4%+19.0%0.046%
1/10/2025 Wealth Enhancement Advisory Services LLC682,756$68.77M0.1%0.0%0.338%
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1/10/2025 ORG Partners LLC64,235$6.45M0.9%+24.5%0.032%
1/10/2025 Baker Tilly Wealth Management LLC2,990$300K0.1%N/A0.001%
1/10/2025 CJM Wealth Advisers Ltd.5,475$549K0.2%N/A0.003%
1/8/2025 Worth Asset Management LLC249,915$25.07M13.4%+270.2%0.124%
1/8/2025 International Assets Investment Management LLC104,933$10.53M0.5%N/A0.052%
1/7/2025 Spartan Planning & Wealth Management7,808$783K0.7%N/A0.004%
1/7/2025 Diversified Trust Co59,134$5.93M0.1%+3.0%0.029%
1/7/2025 Bangor Savings Bank176,767$17.73M1.7%+16.7%0.088%
1/6/2025 Ridgeline Wealth LLC48,826$4.90M4.0%N/A0.024%
1/6/2025 Kozak & Associates Inc.791$79K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

SGOV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SGOV shares?

During the previous two years, 801 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 ($487.92M), Morgan Stanley ($470.48M), Exchange Traded Concepts LLC ($365.73M), LPL Financial LLC ($304.73M), Raymond James & Associates ($190.95M), Equity Investment Corp ($167.79M), and JPMorgan Chase & Co. ($165.45M).Learn more on SGOV's institutional investors.

Which institutional investors have been buying iShares 0-3 Month Treasury Bond ETF stock?

Of the 752 institutional investors that purchased iShares 0-3 Month Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($4.35M), Strategic Financial Concepts LLC ($4.06M), Exchange Traded Concepts LLC ($3.63M), LPL Financial LLC ($2.58M), Beaumont Financial Advisors LLC ($2.32M), Modera Wealth Management LLC ($2.31M), and Raymond James & Associates ($2.00M).

How much institutional buying is happening at iShares 0-3 Month Treasury Bond ETF?

Institutional investors have bought a total of 100,655,256 shares in the last 24 months. This purchase volume represents approximately $10.12B in transactions.

Which iShares 0-3 Month Treasury Bond ETF major shareholders have been selling company stock?

Of the 410 institutional investors that sold iShares 0-3 Month Treasury Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Exchange Traded Concepts LLC ($8.46M), Bank of America Corp DE ($3.60M), AlphaStar Capital Management LLC ($2.41M), Beaumont Financial Advisors LLC ($2.30M), SVB Wealth LLC ($1.64M), Merriman Wealth Management LLC ($1.45M), and Aveo Capital Partners LLC ($1.39M).

How much institutional selling is happening at iShares 0-3 Month Treasury Bond ETF?

Institutional investors have sold a total of 48,988,215 shares in the last 24 months. This volume of shares sold represents approximately $4.92B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 1/19/2025 by MarketBeat.com Staff
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