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

iShares 0-3 Month Treasury Bond ETF logo
$100.16 -0.35 (-0.35%)
(As of 12/18/2024 05:45 PM ET)
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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)
515
Total
Institutional Inflows
(last 12 months)
$4.11B
Number of
Institutional Sellers
(last 12 months)
303
Total
Institutional Outflows
(last 12 months)
$2.13B
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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
12/13/2024 B. Riley Wealth Advisors Inc.33,711$3.40M0.1%+9.4%0.017%
11/26/2024 Peapack Gladstone Financial Corp702,509$70.76M1.0%+16.9%0.348%
11/25/2024 Tidal Investments LLC64,674$6.49M0.1%+91.2%0.032%
11/25/2024 Destination Wealth Management61,458$6.19M0.2%+1.5%0.030%
11/25/2024 Wilmington Savings Fund Society FSB3,583$361K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC17,304$1.74M0.0%-31.4%0.009%
11/25/2024 Sanctuary Advisors LLC411,387$41.38M0.3%+60.4%0.204%
11/19/2024 Barclays PLC9,988$1.01M0.0%N/A0.005%
11/19/2024 Discipline Wealth Solutions LLC9,472$954K0.5%N/A0.005%
11/18/2024 Hobbs Group Advisors LLC10,367$1.04M0.4%-5.6%0.005%
11/18/2024 Arete Wealth Advisors LLC26,816$2.70M0.2%+0.5%0.013%
11/18/2024 Sunbelt Securities Inc.3,827$385K0.0%-7.9%0.002%
11/18/2024 Titan Managers LLC125,353$12.63M19.8%+0.1%0.062%
11/18/2024 Strait & Sound Wealth Management LLC136,628$13.76M6.7%-14.7%0.068%
11/18/2024 Orion Capital Management LLC245,982$24.78M12.0%+54.8%0.122%
11/18/2024 JDM Financial Group LLC19,320$1.95M1.1%N/A0.010%
11/15/2024 Clarity Asset Management Inc.694$70K0.0%N/A0.000%
11/15/2024 Barclays PLC9,988$1.01M0.0%N/A0.005%
11/15/2024 MML Investors Services LLC184,915$18.63M0.1%+15.4%0.092%
11/15/2024 Orion 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%
11/15/2024 Glen Eagle Advisors LLC25,898$2.61M0.4%-0.5%0.013%
11/15/2024 Jane Street Group LLC90,115$9.08M0.0%-46.6%0.045%
11/15/2024 Kovitz 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%
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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%
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%
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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%
(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, 785 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 736 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 106,798,327 shares in the last 24 months. This purchase volume represents approximately $10.74B in transactions.

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

Of the 397 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 48,588,422 shares in the last 24 months. This volume of shares sold represents approximately $4.88B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 12/19/2024 by MarketBeat.com Staff
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