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

iShares 0-3 Month Treasury Bond ETF logo
$100.57 +0.04 (+0.04%)
Closing price 04/17/2025 04:10 PM Eastern
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$100.58 +0.02 (+0.01%)
As of 04/17/2025 06:24 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)
669
Total
Institutional Inflows
(last 12 months)
$5.79B
Number of
Institutional Sellers
(last 12 months)
346
Total
Institutional Outflows
(last 12 months)
$1.94B
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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
4/18/2025Optivise Advisory Services LLC6,032$607K0.3%+4.2%0.002%
4/18/2025Prosperity Wealth Management Inc.21,554$2.17M1.0%+51.5%0.006%
4/18/2025Marest Capital LLC17,391$1.75M1.5%N/A0.004%
4/18/2025CENTRAL TRUST Co92,049$9.27M0.2%+3.1%0.024%
4/18/2025Five Oceans Advisors188,617$18.99M9.1%+1.0%0.048%
4/17/2025 Robertson Stephens Wealth Management LLC143,945$14.49M0.5%+269.9%0.037%
4/17/2025 Strategic Advisors LLC74,551$7.51M1.4%+12.3%0.019%
4/17/2025 Vivid Wealth Management LLC104,460$10.52M5.3%+4.7%0.027%
4/17/2025 Fortitude Advisory Group L.L.C.10,632$1.07M0.7%N/A0.003%
4/17/2025 Highline Wealth Partners LLC3,712$374K0.1%-31.0%0.001%
4/17/2025 Adero Partners LLC6,862$691K0.0%N/A0.002%
4/17/2025 Sowell Financial Services LLC154,239$15.53M0.7%+11.6%0.039%
4/17/2025 Janney Montgomery Scott LLC84,713$8.53M0.0%N/A0.022%
4/17/2025 Brown Miller Wealth Management LLC6,605$665K0.2%N/A0.002%
4/17/2025 1900 Wealth Management LLC24,257$2.44M0.2%+22.7%0.006%
4/17/2025 Bayshore Asset Management LLC11,312$1.14M0.6%+373.3%0.003%
4/17/2025 Traphagen Investment Advisors LLC228,880$23.04M2.4%-8.8%0.058%
4/17/2025 Access Financial Services Inc.4,271$430K0.2%N/A0.001%
4/17/2025 Good Life Advisors LLC12,126$1.22M0.1%-5.7%0.003%
4/17/2025 RHS Financial LLC2,325$234K0.1%N/A0.001%
4/17/2025 Morton Capital Management LLC CA2,333$235K0.0%N/A0.001%
4/17/2025 Brighton Jones LLC121,527$12.23M0.4%+153.4%0.031%
4/17/2025 Pinion Investment Advisors LLC5,664$570K0.1%N/A0.001%
4/17/2025 Atlas Private Wealth Advisors211,014$21.24M3.0%N/A0.054%
4/17/2025 Sound Income Strategies LLC21,649$2.18M0.1%+0.7%0.006%
4/17/2025 Partners Wealth Management LLC13,047$1.31M1.5%-22.6%0.003%
4/17/2025 Dynamic Advisor Solutions LLC5,796$583K0.0%+17.0%0.001%
4/17/2025 Scratch Capital LLC42,425$4.27M4.4%+28.7%0.011%
4/17/2025 Motive Wealth Advisors98,783$9.94M5.3%+39.0%0.025%
4/16/2025 Pathway Financial Advisors LLC7,860$791K0.1%N/A0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC901,325$90.74M0.2%-0.3%0.230%
4/16/2025 Steele Capital Management Inc.37,546$3.78M0.2%+215.2%0.010%
4/16/2025 Salem Investment Counselors Inc.16,290$1.64M0.1%+31.9%0.004%
4/16/2025 Relyea Zuckerberg Hanson LLC99,926$10.06M1.4%+23.4%0.026%
4/16/2025 Compagnie Lombard Odier SCmA12,302$1.24M0.0%-22.7%0.003%
4/15/2025 Members Wealth LLC61,595$6.20M4.7%+22.2%0.016%
4/15/2025 Simon Quick Advisors LLC54,385$5.48M0.3%+95.7%0.014%
4/15/2025 Capital Advisors Ltd. LLC5,075$511K0.1%-10.6%0.001%
4/15/2025 Zhang Financial LLC5,053$509K0.0%N/A0.001%
4/15/2025 Baker Ellis Asset Management LLC99,318$10.00M1.4%+12.7%0.025%
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4/15/2025 Magnolia Private Wealth LLC72,712$7.32M4.1%-17.2%0.019%
4/15/2025 Laurel Wealth Advisors LLC217,715$21.92M3.4%+5.1%0.056%
4/15/2025 Transform Wealth LLC601,611$60.56M3.7%0.0%0.154%
4/15/2025 Donaldson Capital Management LLC3,637$366K0.0%-39.2%0.001%
4/15/2025 CX Institutional442,313$44.53M1.7%-38.8%0.113%
4/15/2025 Integrated Advisors Network LLC20,924$2.11M0.1%+176.8%0.005%
4/15/2025 Vestment Financial LLC3,565$358K0.3%-29.7%0.001%
4/15/2025 Collier Financial18,319$1.84M1.6%+67.9%0.005%
4/15/2025 Walker Asset Management LLC20,690$2.08M1.3%N/A0.005%
4/15/2025 Accurate Wealth Management LLC5,830$586K0.1%-92.7%0.001%
4/15/2025 Kingstone Capital Partners Texas LLC35,321$3.56M2.9%+12.7%0.009%
4/15/2025 Fiduciary Financial Group LLC181,609$18.24M3.9%-13.1%0.046%
4/15/2025 Michael A. Dubis Financial Planning LLC142,686$14.36M13.9%-0.9%0.036%
4/15/2025 Simplicity Wealth LLC15,149$1.53M0.1%-14.9%0.004%
4/15/2025 Wealthcare Advisory Partners LLC11,628$1.17M0.0%+23.6%0.003%
4/15/2025 Signet Financial Management LLC75,750$7.63M1.0%-13.4%0.019%
4/14/2025 Panoramic Capital Partners LLC98,972$9.94M9.3%-24.9%0.025%
4/14/2025 Bruce G. Allen Investments LLC2,132$215K0.2%+304.6%0.001%
4/14/2025 Farther Finance Advisors LLC546,328$54.82M1.4%+210.8%0.140%
4/14/2025 Deane Retirement Strategies Inc.46,065$4.64M2.2%-51.7%0.012%
4/14/2025 Selective Wealth Management Inc.357,064$35.88M15.4%+15.8%0.091%
4/14/2025 Courier Capital LLC81,301$8.19M0.5%+106.7%0.021%
4/14/2025 Bangor Savings Bank199,235$20.06M1.9%+12.7%0.051%
4/14/2025 Park Avenue Securities LLC11,439$1.15M0.0%-37.6%0.003%
4/14/2025 Flagship Private Wealth LLC108,153$10.89M5.2%+18.0%0.028%
4/14/2025 Greenspring Advisors LLC38,055$3.83M0.9%+4.5%0.010%
4/14/2025 Wealthcare Capital Partners LLC2,135$215K0.1%N/A0.001%
4/14/2025 Miracle Mile Advisors LLC808,032$81.35M1.6%+74.7%0.206%
4/14/2025 RDA Financial Network9,280$934K0.3%-7.4%0.002%
4/14/2025 UMB Bank n.a.19,190$1.93M0.0%+12.7%0.005%
4/11/2025 Lake Hills Wealth Management LLC9,630$969K0.7%N/A0.002%
4/11/2025 Leicht Financial Planning & Wealth Management Inc.15,768$1.59M0.8%N/A0.004%
4/11/2025 Successful Portfolios LLC27,818$2.80M1.9%+9.3%0.007%
4/11/2025 Congress Asset Management Co.15,619$1.57M0.0%-2.7%0.004%
4/11/2025 Ridgeline Wealth LLC46,026$4.63M3.9%-5.7%0.012%
4/11/2025 McNamara Financial Services Inc.13,541$1.36M0.3%+261.9%0.003%
4/11/2025 Sandbox Financial Partners LLC83,337$8.39M3.0%N/A0.021%
4/11/2025 Insight Advisors LLC PA2,792$281K0.0%+19.4%0.001%
4/11/2025 Signal Advisors Wealth LLC13,918$1.40M0.1%+220.1%0.004%
4/11/2025 Prosperity Planning Inc.13,122$1.32M0.4%-11.8%0.003%
4/10/2025 Retirement Planning Group LLC10,591$1.07M0.0%N/A0.003%
4/10/2025 Retireful LLC16,528$1.66M1.6%-60.5%0.004%
4/10/2025 Fermata Advisors LLC5,362$540K0.1%-13.2%0.001%
4/10/2025 Sugar Maple Asset Management LLC2,484$250K0.2%+68.0%0.001%
4/10/2025 Beacon Financial Group27,381$2.76M0.3%+6.8%0.007%
4/10/2025 Warren Street Wealth Advisors LLC77,642$7.82M3.0%+43.4%0.020%
4/10/2025 Financial Advisory Partners LLC134,686$13.56M4.5%+271.2%0.034%
4/10/2025 Alpha Wealth Funds LLC589,334$59.33M59.9%+29.5%0.151%
4/10/2025 IFS Advisors LLC204,698$20.61M16.7%+4.3%0.052%
4/10/2025 CPR Investments Inc.17,788$1.79M1.6%+60.2%0.005%
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4/10/2025 Contravisory Investment Management Inc.523$53K0.0%-20.5%0.000%
4/10/2025 Smith Anglin Financial LLC147,014$14.80M1.6%+23.2%0.038%
4/9/2025 Planned Solutions Inc.58,458$5.89M2.4%+21.3%0.015%
4/9/2025 Freestate Advisors LLC6,781$683K0.7%+53.9%0.002%
4/9/2025 RFG Advisory LLC379,384$38.19M1.0%+82.0%0.097%
4/9/2025 ST Germain D J Co. Inc.79,963$8.05M0.4%-14.0%0.020%
4/9/2025 Elevation Wealth Partners LLC16,921$1.70M0.7%+0.7%0.004%
4/9/2025 Anderson Hoagland & Co.89,122$8.95M1.1%+104.5%0.023%
4/9/2025 Harbor Investment Advisory LLC1,646$166K0.0%+41,050.0%0.000%
4/9/2025 Sweeney & Michel LLC3,061$307K0.1%N/A0.001%
(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, 947 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were Morgan Stanley ($470.48M), LPL Financial LLC ($424.98M), Exchange Traded Concepts LLC ($365.73M), Bank of America Corp DE ($324.57M), Raymond James Financial Inc. ($214.54M), Confluence Investment Management LLC ($195.65M), and Raymond James & Associates ($190.95M).Learn more on SGOV's institutional investors.

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

Of the 895 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: Strategic Financial Concepts LLC ($7.09M), International Assets Investment Management LLC ($4.35M), Exchange Traded Concepts LLC ($3.63M), LPL Financial LLC ($3.45M), Modera Wealth Management LLC ($2.31M), Confluence Investment Management LLC ($2.21M), and Elm Partners Management LLC ($2.17M).

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

Institutional investors have bought a total of 116,573,922 shares in the last 24 months. This purchase volume represents approximately $11.72B in transactions.

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

Of the 464 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 ($7.27M), Stuart Chaussee & Associates Inc. ($2.67M), AlphaStar Capital Management LLC ($2.36M), Beaumont Financial Advisors LLC ($2.30M), Blue Trust Inc. ($1.33M), Elm Partners Management LLC ($1.30M), and Cetera Advisor Networks LLC ($1.14M).

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

Institutional investors have sold a total of 47,874,924 shares in the last 24 months. This volume of shares sold represents approximately $4.81B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 4/18/2025 by MarketBeat.com Staff
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