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

iShares 0-3 Month Treasury Bond ETF logo
$100.58 +0.04 (+0.04%)
Closing price 02/21/2025 04:10 PM Eastern
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$100.58 0.00 (0.00%)
As of 02/21/2025 07:59 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)
645
Total
Institutional Inflows
(last 12 months)
$5.72B
Number of
Institutional Sellers
(last 12 months)
340
Total
Institutional Outflows
(last 12 months)
$1.92B
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2025Westfuller Advisors LLC153,763$15.43M9.8%+1.6%0.076%
2/20/2025Peak Retirement Planning Inc.166,972$16.77M11.2%N/A0.083%
2/20/2025Kingstone Capital Partners Texas LLC31,335$3.14M2.6%N/A0.016%
2/19/2025 Toronto Dominion Bank1,136$114K0.0%+4,633.3%0.001%
2/18/2025 Strait & Sound Wealth Management LLC124,473$12.49M5.8%-8.9%0.062%
2/18/2025 Breakthru Advisory Services LLC27,110$2.72M2.5%N/A0.013%
2/18/2025 Sunbelt Securities Inc.2,628$264K0.0%-31.3%0.001%
2/18/2025 GTS Securities LLC37,690$3.78M0.2%-51.5%0.019%
2/18/2025 Value Aligned Research Advisors LLC71,010$7.12M1.9%N/A0.035%
2/18/2025 Vise Technologies Inc.14,897$1.49M0.1%N/A0.007%
2/18/2025 Headinvest LLC29,640$2.97M0.6%+4.6%0.015%
2/18/2025 Orion Capital Management LLC267,962$26.88M11.8%+8.9%0.133%
2/18/2025 Novak & Powell Financial Services Inc.8,589$862K0.5%N/A0.004%
2/18/2025 JDM Financial Group LLC22,557$2.26M1.2%+16.8%0.011%
2/18/2025 Focus Partners Advisor Solutions LLC139,871$14.03M0.2%+2,197.9%0.069%
2/18/2025 Note Advisors LLC3,632$364K0.3%N/A0.002%
2/18/2025 Mpwm Advisory Solutions LLC5,648$567K0.4%N/A0.003%
2/18/2025 Talisman Wealth Advisors LLC24,967$2.51M2.6%-22.7%0.012%
2/17/2025 Waverly Advisors LLC391,743$39.30M0.6%+13.4%0.194%
2/17/2025 Wellington Wealth Strategies LLC.7,552$759K0.7%N/A0.004%
2/17/2025 Vestment Financial LLC5,070$509K0.4%N/A0.003%
2/17/2025 Tidal Investments LLC220,012$22.07M0.2%+240.2%0.109%
2/17/2025 True Wealth Design LLC295$30K0.0%N/A0.000%
2/17/2025 Strategic Wealth Partners Ltd.7,444$748K0.1%-5.0%0.004%
2/17/2025 Stuart Chaussee & Associates Inc.1,300$130K0.0%-99.9%0.001%
2/17/2025 Toronto Dominion Bank1,136$114K0.0%+4,633.3%0.001%
2/17/2025 Studio Investment Management LLC60,468$6.07M1.3%-5.9%0.030%
2/17/2025 Shepherd Kaplan Krochuk LLC25,014$2.51M2.1%+11.5%0.012%
2/17/2025 Royal Bank of Canada894,265$89.71M0.0%-3.4%0.443%
2/17/2025 Main Management LLC152,572$15.31M1.3%N/A0.076%
2/17/2025 Night Owl Capital Management LLC24,755$2.48M0.3%+47.7%0.012%
2/17/2025 NorthRock Partners LLC1,696,203$170.16M5.6%+146.8%0.840%
2/17/2025 Millennium Management LLC498,645$50.02M0.0%-27.3%0.247%
2/17/2025 Lionshead Wealth Management LLC26,113$2.62M1.9%N/A0.013%
2/17/2025 Global Assets Advisory LLC14,769$1.48M0.8%-1.4%0.007%
2/17/2025 Greenline Partners LLC128,811$12.92M1.8%+1,724.5%0.064%
2/17/2025 Focus Partners Wealth596,677$60.17M0.2%+27.5%0.296%
2/17/2025 Full Sail Capital LLC299,424$30.04M1.9%+17.3%0.148%
2/17/2025 Cohalo Advisory LLC2,515$252K21.5%N/A0.001%
2/17/2025 EP Wealth Advisors LLC14,019$1.41M0.0%-6.5%0.007%
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2/17/2025 CoreCap Advisors LLC9,868$990K0.0%+6.7%0.005%
2/17/2025 Cresset Asset Management LLC897,971$90.08M0.4%-5.9%0.445%
2/17/2025 Cambridge Investment Research Advisors Inc.1,200,856$120.47M0.4%+40.1%0.595%
2/17/2025 Cetera Investment Advisers978,906$98.20M0.2%+18.5%0.485%
2/17/2025 Captrust Financial Advisors1,028,484$103.18M0.3%-1.6%0.509%
2/17/2025 Cary Street Partners Financial LLC51,616$5.18M0.2%N/A0.026%
2/17/2025 Baker Avenue Asset Management LP19,085$1.92M0.1%+38.4%0.009%
2/17/2025 Bank of America Corp DE3,235,346$324.57M0.0%-4.6%1.602%
2/17/2025 Benjamin Edwards Inc.28,595$2.87M0.0%+1.8%0.014%
2/17/2025 Ameriprise Financial Inc.956,205$95.95M0.0%+5.2%0.474%
2/17/2025 Ancora Advisors LLC1,390$139K0.0%-7.5%0.001%
2/17/2025 Aptus Capital Advisors LLC19,879$1.99M0.0%+1,634.6%0.010%
2/17/2025 AlTi Global Inc.3,891$391K0.0%N/A0.002%
2/17/2025 4WEALTH Advisors Inc.20,165$2.02M2.0%N/A0.010%
2/14/2025 Gallagher Fiduciary Advisors LLC19,868$1.99M0.4%+9.9%0.010%
2/14/2025 Mercer Global Advisors Inc. ADV7,422$745K0.0%+23.6%0.004%
2/14/2025 Jane Street Group LLC3,867$388K0.0%-95.7%0.002%
2/14/2025 Widmann Financial Services Inc.2,300$231K0.2%N/A0.001%
2/14/2025 Bison Wealth LLC28,209$2.83M0.6%+161.2%0.014%
2/14/2025 Triumph Capital Management7,332$736K0.3%+14.5%0.004%
2/14/2025 WealthCollab LLC3,701$371K0.2%+77.3%0.002%
2/14/2025 Comerica Bank49,866$5.00M0.0%+13.3%0.025%
2/14/2025 Owen LaRue LLC198,636$19.93M10.4%+617.3%0.098%
2/14/2025 Lido Advisors LLC106,865$10.72M0.0%+65.4%0.053%
2/14/2025 Northern Trust Corp6,926$695K0.0%N/A0.003%
2/14/2025 Second Half Financial Partners LLC4,513$453K0.2%-25.1%0.002%
2/14/2025 Berger Financial Group Inc7,660$768K0.1%N/A0.004%
2/14/2025 Coldstream Capital Management Inc.358,500$36.00M0.8%N/A0.178%
2/14/2025 Capital Analysts LLC4,296$431K0.0%+48.3%0.002%
2/14/2025 Hayek Kallen Investment Management36,825$3.69M1.3%+42.2%0.018%
2/14/2025 Two Sigma Securities LLC2,700$271K0.0%-93.0%0.001%
2/14/2025 Kovitz Investment Group Partners LLC451,748$45.32M0.2%+40.1%0.224%
2/14/2025 Integrated Wealth Concepts LLC73,201$7.34M0.1%+28.9%0.036%
2/14/2025 MGO One Seven LLC137,527$13.80M0.5%+34.5%0.068%
2/14/2025 Turim 21 Investimentos Ltda.136,177$13.71M3.6%N/A0.067%
2/14/2025 J. Safra Sarasin Holding AG3,015$302K0.0%-12.7%0.001%
2/14/2025 OneDigital Investment Advisors LLC15,079$1.51M0.0%-65.1%0.007%
2/14/2025 Stifel Financial Corp645,893$64.80M0.1%+16.4%0.320%
2/14/2025 TD Waterhouse Canada Inc.20,064$2.01M0.0%+191.8%0.010%
2/14/2025 Transce3nd LLC154,195$15.47M5.2%N/A0.076%
2/14/2025 Trajan Wealth LLC109,348$10.97M0.6%-2.7%0.054%
2/14/2025 Kayne Anderson Rudnick Investment Management LLC9,534$956K0.0%+158.7%0.005%
2/14/2025 Landing Point Financial Group LLC3,828$385K0.3%N/A0.002%
2/14/2025 MML Investors Services LLC254,924$25.57M0.1%+37.9%0.126%
2/14/2025 Curi RMB Capital LLC77,799$7.81M0.2%-0.5%0.039%
2/14/2025 GeoWealth Management LLC24,630$2.47M0.1%+1,680.9%0.012%
2/14/2025 Concourse Financial Group Securities Inc.879$88K0.0%-16.2%0.000%
2/13/2025 Advisory Research Inc.28,346$2.84M0.5%N/A0.014%
2/13/2025 NewEdge Advisors LLC64,241$6.45M0.0%+5.6%0.032%
2/13/2025 Evergreen Capital Management LLC74,087$7.43M0.2%+41.7%0.037%
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2/13/2025 Regal Investment Advisors LLC9,500$953K0.1%-49.3%0.005%
2/13/2025 United Capital Financial Advisors LLC285,149$28.61M0.2%+4.1%0.141%
2/13/2025 Kane Investment Management Inc.3,867$388K0.2%N/A0.002%
2/13/2025 Guggenheim Capital LLC36,249$3.64M0.0%+7.2%0.018%
2/13/2025 Investment Counsel Co. of Nevada732$73K0.2%N/A0.000%
2/13/2025 Belpointe Asset Management LLC6,004$605K0.0%-1.7%0.003%
2/13/2025 Hanlon Investment Management Inc.331,056$33.21M9.1%+151.3%0.164%
2/13/2025 CreativeOne Wealth LLC2,777$279K0.0%-32.2%0.001%
2/13/2025 Mariner LLC259,415$26.02M0.0%-24.0%0.128%
2/13/2025 Dynamic Wealth Strategies LLC19,522$1.96M1.7%N/A0.010%
(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, 925 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), Raymond James & Associates ($190.95M), and Partners Capital Investment Group LLP ($175.70M).Learn more on SGOV's institutional investors.

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

Of the 869 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), Elm Partners Management LLC ($2.17M), and Raymond James Financial Inc. ($2.14M).

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

Institutional investors have bought a total of 113,783,906 shares in the last 24 months. This purchase volume represents approximately $11.44B in transactions.

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

Of the 459 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), 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 49,235,520 shares in the last 24 months. This volume of shares sold represents approximately $4.95B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 2/22/2025 by MarketBeat.com Staff
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