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

iShares 0-3 Month Treasury Bond ETF logo
$100.52 +0.05 (+0.05%)
(As of 11/15/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV)

Number of
Institutional Buyers
(last 12 months)
516
Total
Institutional Inflows
(last 12 months)
$4.08B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$2.12B
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SGOV Institutional Buying and Selling by Quarter

iShares 0-3 Month Treasury Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024Clarity Asset Management Inc.694$70K0.0%N/A0.000%
11/15/2024Barclays PLC9,988$1.01M0.0%N/A0.005%
11/15/2024MML Investors Services LLC184,915$18.63M0.1%+15.4%0.092%
11/15/2024Orion Portfolio Solutions LLC101,520$10.23M0.2%+45.0%0.050%
11/15/2024 National Bank of Canada FI3,112$313K0.0%+5.0%0.002%
11/15/2024Glen Eagle Advisors LLC25,898$2.61M0.4%-0.5%0.013%
11/15/2024Jane Street Group LLC90,115$9.08M0.0%-46.6%0.045%
11/15/2024Kovitz Investment Group Partners LLC322,359$32.47M0.2%+132.6%0.160%
11/15/2024 Stansberry Asset Management LLC38,469$3.88M0.5%+9.7%0.019%
11/15/2024 Stifel Financial Corp554,976$55.90M0.1%+4.3%0.275%
11/15/2024 Resurgent Financial Advisors LLC3,398$342K0.2%N/A0.002%
11/15/2024 Integrated Wealth Concepts LLC56,792$5.72M0.1%+3.4%0.028%
11/15/2024 HighTower Advisors LLC355,244$35.78M0.1%-8.8%0.176%
11/15/2024 Hilltop Holdings Inc.110,177$11.10M0.7%+175.2%0.055%
11/15/2024 Benjamin Edwards Inc.28,094$2.83M0.0%N/A0.014%
11/14/2024 Encompass More Asset Management14,044$1.42M0.5%+349.4%0.007%
11/14/2024 Flow Traders U.S. LLC148,683$14.98M0.8%+517.5%0.074%
11/14/2024 Captrust Financial Advisors1,045,570$105.31M0.3%-16.1%0.518%
11/14/2024 Kingfisher Capital LLC15,054$1.52M0.3%+632.9%0.007%
11/14/2024 Rockefeller Capital Management L.P.719,537$72.47M0.2%+27.0%0.356%
11/14/2024 Financial Counselors Inc.3,359$338K0.0%+61.6%0.002%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC500,000$50.36M0.0%N/A0.248%
11/14/2024 CreativeOne Wealth LLC4,098$413K0.0%-11.0%0.002%
11/13/2024 Cynosure Group LLC190,895$19.23M2.8%+35.8%0.095%
11/13/2024 Townsquare Capital LLC44,873$4.52M0.1%+135.8%0.022%
11/13/2024 Transamerica Financial Advisors Inc.22,870$2.30M0.2%+139.6%0.011%
11/13/2024 FMR LLC2,817$284K0.0%+832.8%0.001%
11/13/2024 D.A. Davidson & CO.2,231$225K0.0%N/A0.001%
11/13/2024 Brown Brothers Harriman & Co.4,142$417K0.0%N/A0.002%
11/13/2024 Concentric Wealth Management LLC5,870$591K0.1%-23.1%0.003%
11/13/2024 Wittenberg Investment Management Inc.5,000$504K0.2%+25.0%0.002%
11/12/2024 Centaurus Financial Inc.201,260$20.27M1.3%+1.8%0.100%
11/12/2024 StoneX Group Inc.33,210$3.35M0.3%+103.0%0.016%
11/12/2024 Mader & Shannon Wealth Management Inc.242,340$24.41M14.2%-24.5%0.120%
11/12/2024 Kingsview Wealth Management LLC201,912$20.34M0.4%-3.3%0.100%
11/12/2024 Alesco Advisors LLC39,867$4.02M0.1%-4.4%0.020%
11/12/2024 Cerity Partners LLC1,174,783$118.32M0.3%+110.3%0.582%
11/12/2024 Optivise Advisory Services LLC5,763$580K0.3%N/A0.003%
11/12/2024 Great Valley Advisor Group Inc.12,998$1.31M0.0%+111.5%0.006%
11/12/2024 GenTrust LLC11,200$1.13M0.1%N/A0.006%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

11/12/2024 Stonebrook Private Inc.7,317$737K0.2%-79.3%0.004%
11/12/2024 Nwam LLC6,848$690K0.0%N/A0.003%
11/12/2024 Meridian Wealth Management LLC12,131$1.22M0.1%+21.0%0.006%
11/12/2024 Studio Investment Management LLC64,278$6.47M1.4%-4.5%0.032%
11/12/2024 GM Advisory Group LLC953,802$96.07M5.8%+25.4%0.472%
11/12/2024 Altiora Financial Group LLC116,040$11.69M2.6%-19.8%0.057%
11/12/2024 Smithfield Trust Co146,153$14.72M0.7%+13.6%0.072%
11/12/2024 Integrated Investment Consultants LLC212,640$217K0.0%N/A0.105%
11/9/2024 LPL Financial LLC3,025,475$304.73M0.1%+4.5%1.499%
11/9/2024 SSI Investment Management LLC6,587$663K0.0%+2.5%0.003%
11/8/2024 Steele Capital Management Inc.13,614$1.37M0.1%+20.5%0.007%
11/8/2024 Stonebridge Financial Planning Group LLC2,000$201K0.1%-47.4%0.001%
11/8/2024 Retireful LLC28,524$2.87M2.1%-13.2%0.014%
11/8/2024 Segall Bryant & Hamill LLC102,279$10.30M0.1%N/A0.051%
11/8/2024 Avior Wealth Management LLC1,162$117K0.0%-28.8%0.001%
11/8/2024 New Millennium Group LLC478$48K0.0%-97.9%0.000%
11/8/2024 Second Half Financial Partners LLC6,028$607K0.3%+176.1%0.003%
11/8/2024 PNC Financial Services Group Inc.12,810$1.29M0.0%-1.4%0.006%
11/8/2024 SouthState Corp1,550$156K0.0%-82.4%0.001%
11/8/2024 Prospera Financial Services Inc3,511$354K0.0%-7.9%0.002%
11/7/2024 Vertex Planning Partners LLC5,936$598K0.1%+74.5%0.003%
11/7/2024 Pathstone Holdings LLC93,232$9.39M0.0%-63.1%0.046%
11/7/2024 Meeder Advisory Services Inc.178,657$17.99M1.2%N/A0.088%
11/7/2024 Elm Partners Management LLC345,335$34.78M2.4%-40.4%0.171%
11/7/2024 Equity Investment Corp1,665,872$167.79M3.9%+4.3%0.825%
11/7/2024 Westfuller Advisors LLC151,343$15.24M10.9%N/A0.075%
11/7/2024 Thrivent Financial for Lutherans116,308$11.72M0.0%-73.5%0.058%
11/7/2024 Claro Advisors LLC2,399$242K0.0%-31.9%0.001%
11/6/2024 RIA Advisory Group LLC16,866$1.70M0.6%N/A0.008%
11/6/2024 Koa Wealth Management LLC57,042$5.75M4.4%-9.9%0.028%
11/6/2024 Archer Investment Corp44,588$4.49M1.2%-28.5%0.022%
11/6/2024 Empowered Funds LLC16,933$1.71M0.0%N/A0.008%
11/6/2024 Sheaff Brock Investment Advisors LLC2,700$272K0.0%+21.2%0.001%
11/6/2024 Signature Estate & Investment Advisors LLC10,156$1.02M0.0%+15.1%0.005%
11/6/2024 Intellectus Partners LLC2,203$222K0.1%N/A0.001%
11/6/2024 OneDigital Investment Advisors LLC43,232$4.35M0.0%+35.0%0.021%
11/6/2024 Diversified Portfolios Inc.35,195$3.55M0.4%+820.9%0.017%
11/6/2024 Omnia Family Wealth LLC153,599$15.47M6.6%-23.7%0.076%
11/6/2024 Curi RMB Capital LLC78,180$7.87M0.2%-24.8%0.039%
11/6/2024 Arjuna Capital59,073$5.95M1.5%+10.3%0.029%
11/6/2024 Oppenheimer & Co. Inc.4,632$467K0.0%-73.8%0.002%
11/6/2024 Oppenheimer Asset Management Inc.102,341$10.31M0.1%-9.8%0.051%
11/5/2024 Privium Fund Management UK Ltd500,000$50.17M91.7%N/A0.248%
11/5/2024 Empower Advisory Group LLC5,496$554K0.0%N/A0.003%
11/5/2024 Buck Wealth Strategies LLC102,811$10.36M3.3%-13.9%0.051%
11/5/2024 RMR Capital Management LLC97,516$9.82M8.1%-6.6%0.048%
11/5/2024 Aptus Capital Advisors LLC1,146$115K0.0%+165.3%0.001%
11/5/2024 Prime Capital Investment Advisors LLC2,168$218K0.0%-7.9%0.001%
11/5/2024 Ashton Thomas Private Wealth LLC88,058$8.87M0.5%+287.3%0.044%
11/5/2024 Mascoma Wealth Management LLC92,035$9.27M2.3%-25.2%0.046%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

11/5/2024 Verus Capital Partners LLC6,667$671K0.1%+2.7%0.003%
11/5/2024 Harbour Investments Inc.2,589$261K0.0%+8.2%0.001%
11/5/2024 Apollon Wealth Management LLC4,086$412K0.0%+5.0%0.002%
11/4/2024 Jaffetilchin Investment Partners LLC15,476$1.56M0.1%+9.0%0.008%
11/4/2024 Core Wealth Partners LLC33,113$3.34M2.0%+6.9%0.016%
11/4/2024 Beam Wealth Advisors Inc.11,108$1.12M0.3%N/A0.006%
11/4/2024 Baker Avenue Asset Management LP13,790$1.39M0.0%-93.9%0.007%
11/4/2024 Legacy Capital Wealth Partners LLC11,676$1.18M0.2%+90.0%0.006%
11/4/2024 Axxcess Wealth Management LLC591,099$59.54M1.5%+4.8%0.293%
11/4/2024 Sigma Planning Corp70,746$7.13M0.2%+2.4%0.035%
(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, 780 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), 3EDGE Asset Management LP ($229.01M), Raymond James & Associates ($190.95M), and Equity Investment Corp ($167.79M).Learn more on SGOV's institutional investors.

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

Of the 732 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: Exchange Traded Concepts LLC ($12.09M), International Assets Investment Management LLC ($4.25M), Strategic Financial Concepts LLC ($4.06M), 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 106,558,326 shares in the last 24 months. This purchase volume represents approximately $10.71B in transactions.

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

Of the 394 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 48,556,099 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.



This page (NYSEARCA:SGOV) was last updated on 11/17/2024 by MarketBeat.com Staff
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