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

iShares 0-3 Month Treasury Bond ETF logo
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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)
857
Total
Institutional Inflows
(last 12 months)
$30.75B
Number of
Institutional Sellers
(last 12 months)
478
Total
Institutional Outflows
(last 12 months)
$3.37B
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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
8/19/2025B. Riley Wealth Advisors Inc.44,027$4.43M0.2%N/A0.008%
8/19/2025Advisory Services Network LLC263,078$26.50M0.4%+154.9%0.051%
8/19/2025Asset Dedication LLC1,459$147K0.0%-19.5%0.000%
8/18/2025Tactive Advisors LLC34,569$3.48M1.1%N/A0.007%
8/18/2025N.E.W. Advisory Services LLC9,315$938K0.1%-11.0%0.002%
8/18/2025Geneos Wealth Management Inc.96,823$9.75M0.2%+24.7%0.019%
8/18/2025SPG Advisors LLC4,346$438K5.2%N/A0.001%
8/18/2025 Semper Augustus Investments Group LLC8,128$818K0.1%-23.3%0.002%
8/16/2025 Evergreen Capital Management LLC206,941$20.84M0.6%+37.7%0.040%
8/15/2025 Tower Research Capital LLC TRC 3,201$322K0.0%-88.8%0.001%
8/15/2025 Sugar Maple Asset Management LLC5,727$577K0.4%+130.6%0.001%
8/15/2025 Corient Private Wealth LLC405,882$40.87M0.1%+34.5%0.078%
8/15/2025 WealthCollab LLC7,261$731K0.4%-6.0%0.001%
8/15/2025 Equitable Holdings Inc.52,692$5.31M0.0%-52.2%0.010%
8/15/2025 Florida Financial Advisors LLC8,834$890K0.3%N/A0.002%
8/15/2025 Hayek Kallen Investment Management45,366$4.57M1.6%+6.6%0.009%
8/15/2025 Captrust Financial Advisors1,781,074$179.34M0.4%+29.6%0.343%
8/15/2025 Alaethes Wealth LLC4,400$443K0.1%N/A0.001%
8/15/2025 Vident Advisory LLC3,060$308K0.0%+35.0%0.001%
8/15/2025 Two Sigma Securities LLC5,994$604K0.1%-77.8%0.001%
8/15/2025 Talisman Wealth Advisors LLC21,927$2.21M2.0%+16.5%0.004%
8/15/2025 Tidal Investments LLC29,392$2.95M0.0%-80.7%0.006%
8/15/2025 Orion Porfolio Solutions LLC82,652$8.32M0.1%-29.5%0.016%
8/15/2025 MML Investors Services LLC409,829$41.27M0.1%+19.9%0.079%
8/15/2025 Modern Wealth Management LLC3,617$364K0.0%-35.5%0.001%
8/15/2025 HRT Financial LP100,029$10.07M0.0%+71.4%0.019%
8/15/2025 IHT Wealth Management LLC10,287$1.04M0.0%N/A0.002%
8/15/2025 Great Valley Advisor Group Inc.19,895$2.00M0.0%+14.9%0.004%
8/15/2025 Gallagher Fiduciary Advisors LLC17,245$1.74M0.0%+13.8%0.003%
8/15/2025 EP Wealth Advisors LLC55,878$5.63M0.0%+309.3%0.011%
8/15/2025 Curi Capital LLC62,974$6.34M0.1%-11.9%0.012%
8/15/2025 Benjamin Edwards Inc.29,314$2.95M0.0%-3.1%0.006%
8/15/2025 Blue Capital Inc.11,780$1.19M0.8%N/A0.002%
8/15/2025 Bank of America Corp DE10,561,368$1.06B0.1%+3.2%2.037%
8/15/2025 Ameriprise Financial Inc.4,724,497$479.70M0.1%-27.2%0.911%
8/14/2025 Florida Financial Advisors LLC8,838$890K0.6%N/A0.002%
8/14/2025 Jane Street Group LLC112,158$11.29M0.0%N/A0.022%
8/14/2025 Ausdal Financial Partners Inc.15,503$1.56M0.1%-3.4%0.003%
8/14/2025 Raymond James Financial Inc.2,410,610$242.72M0.1%-17.7%0.465%
8/14/2025 Transamerica Financial Advisors LLC27,121$2.73M0.3%+6.6%0.005%
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8/14/2025 Quantinno Capital Management LP2,802$282K0.0%-84.2%0.001%
8/14/2025 Diversify Wealth Management LLC69,484$6.98M0.4%+54.7%0.013%
8/14/2025 Diversify Advisory Services LLC31,066$3.12M0.1%-56.8%0.006%
8/14/2025 Quantum Capital Management LLC NJ1,990$200K0.0%-29.5%0.000%
8/14/2025 Objective Capital Management LLC5,886$593K0.7%N/A0.001%
8/14/2025 Peapack Gladstone Financial Corp1,018,869$102.59M1.5%+4.1%0.196%
8/14/2025 LWM Advisory Services LLC4,992$503K0.3%-27.1%0.001%
8/14/2025 HUB Investment Partners LLC68,463$6.89M0.2%+58.8%0.013%
8/14/2025 Ieq Capital LLC147,542$14.86M0.1%+143.5%0.028%
8/14/2025 Clarity Asset Management Inc.717$72K0.0%N/A0.000%
8/14/2025 Faithward Advisors LLC70,880$7.14M1.1%+100.3%0.014%
8/14/2025 NewEdge Advisors LLC90,808$9.14M0.0%+8.3%0.018%
8/14/2025 Stonehaven Wealth & Tax Solutions LLC5,325$536K0.5%N/A0.001%
8/14/2025 Pecaut & CO.277,904$27.98M9.3%-3.3%0.054%
8/14/2025 Financial Strategies Group Inc.29,793$2.99M0.6%+7.7%0.006%
8/14/2025 SVB Wealth LLC86,484$8.71M0.5%-51.7%0.017%
8/14/2025 L2 Asset Management LLC225,280$22.68M3.7%+11.1%0.043%
8/14/2025 First Wilshire Securities Management Inc.379,998$38.26M10.4%-9.9%0.073%
8/14/2025 Transce3nd LLC145,540$14.65M6.2%-4.5%0.028%
8/14/2025 Natixis99,500$10.02M0.0%N/A0.019%
8/14/2025 Baker Avenue Asset Management LP17,865$1.80M0.1%-2.6%0.003%
8/14/2025 Cary Street Partners Financial LLC44,621$4.49M0.1%-4.5%0.009%
8/14/2025 Cerity Partners LLC2,473,988$249.11M0.4%+110.4%0.477%
8/13/2025 ESG Planning DBA Harper Investing47,905$4.82M2.7%+154.8%0.009%
8/13/2025 Victory Financial Group LLC18,870$1.90M0.3%-7.5%0.004%
8/13/2025 New Harbor Financial Group LLC25,459$2.56M0.6%-15.2%0.005%
8/13/2025 StoneX Group Inc.40,195$4.05M0.2%-36.6%0.008%
8/13/2025 Cheviot Value Management LLC870,273$87.45M10.2%+14.2%0.168%
8/13/2025 Flow Traders U.S. LLC30,643$3.09M0.1%-57.6%0.006%
8/13/2025 Cresset Asset Management LLC2,099,914$211.44M0.9%+54.5%0.405%
8/13/2025 Gateway Wealth Partners LLC17,870$1.80M0.3%+1.6%0.003%
8/13/2025 Capital Advisors Wealth Management LLC93,454$9.41M1.5%+84.5%0.018%
8/13/2025 Brown Advisory Inc.178,794$18.00M0.0%+463.3%0.034%
8/13/2025 Portland Global Advisors LLC33,665$3.39M0.4%+6.2%0.006%
8/13/2025 Baird Financial Group Inc.79,429$8.00M0.0%+1,496.2%0.015%
8/13/2025 Dynamic Wealth Strategies LLC143,015$14.40M10.4%+708.8%0.028%
8/13/2025 Crescent Grove Advisors LLC148,874$14.99M1.5%+20.0%0.029%
8/13/2025 Guggenheim Capital LLC25,237$2.54M0.0%-25.7%0.005%
8/13/2025 Sonoma Private Wealth LLC93,162$9.38M11.5%+78.2%0.018%
8/13/2025 EverSource Wealth Advisors LLC15,774$1.59M0.1%+0.8%0.003%
8/13/2025 Trek Financial LLC247,000$24.87M1.7%-76.3%0.048%
8/13/2025 CW Advisors LLC21,075$2.12M0.0%-1.5%0.004%
8/13/2025 Argyle Capital Partners LLC5,070$510K0.4%+89.9%0.001%
8/13/2025 Arjuna Capital550,859$55.47M14.6%+13.4%0.106%
8/13/2025 Wellspring Financial Advisors LLC288,010$29M0.5%-42.8%0.056%
8/13/2025 Westerkirk Capital Inc.67,000$6.75M0.8%N/A0.013%
8/13/2025 Sun Life Financial Inc.256,050$25.78M1.4%N/A0.049%
8/13/2025 Fisher Asset Management LLC11,702$1.18M0.0%+197.1%0.002%
8/13/2025 Wealthedge Investment Advisors LLC90,144$9.08M3.8%+332.4%0.017%
8/13/2025 Smith Moore & CO.34,235$3.45M0.3%+23.9%0.007%
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8/13/2025 Sepio Capital LP23,848$2.40M0.2%-73.4%0.005%
8/13/2025 Lumbard & Kellner LLC10,416$1.05M0.5%-13.8%0.002%
8/13/2025 Everstar Asset Management LLC25,738$2.59M1.6%+3.8%0.005%
8/13/2025 VestGen Advisors LLC114,726$11.55M0.5%+71.2%0.022%
8/13/2025 Greenwich Wealth Management LLC31,058$3.13M0.2%-46.2%0.006%
8/13/2025 Lido Advisors LLC172,906$17.41M0.1%+23.8%0.033%
8/13/2025 Delta Accumulation LLC1,962$198K0.0%-31.2%0.000%
8/13/2025 Wealthquest Corp10,766$1.08M0.1%+4.5%0.002%
8/13/2025 Teca Partners LP76,000$7.65M5.3%N/A0.015%
8/13/2025 Virtue Capital Management LLC2,551$257K0.0%-11.1%0.000%
(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, 1,104 institutional investors and hedge funds held shares of iShares 0-3 Month Treasury Bond ETF. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($19.38B), Laurel Wealth Advisors LLC ($2.30B), Bank of America Corp DE ($1.06B), LPL Financial LLC ($598.35M), Ameriprise Financial Inc. ($479.70M), Morgan Stanley ($470.48M), and Exchange Traded Concepts LLC ($365.73M).Learn more on iShares 0-3 Month Treasury Bond ETF's institutional investors.

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

Of the 1,041 institutional investors that purchased iShares 0-3 Month Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($192.79M), Laurel Wealth Advisors LLC ($22.74M), Strategic Financial Concepts LLC ($7.10M), Ameriprise Financial Inc. ($5.73M), International Assets Investment Management LLC ($4.39M), LPL Financial LLC ($4.02M), and Exchange Traded Concepts LLC ($3.63M).

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

Institutional investors have bought a total of 305,487,736 shares in the last 24 months. This purchase volume represents approximately $30.75B in transactions.

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

Of the 478 institutional investors that sold iShares 0-3 Month Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Geneos Wealth Management Inc. ($2.25M), Equity Investment Corp ($1.81M), Ameriprise Financial Inc. ($1.76M), Stuart Chaussee & Associates Inc. ($1.47M), Blue Trust Inc. ($1.34M), Kingsview Wealth Management LLC ($1.13M), and Nomura Asset Management Co. Ltd. ($875.50K).

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

Institutional investors have sold a total of 33,466,966 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 8/19/2025 by MarketBeat.com Staff
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