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

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$100.56
+0.01 (+0.01%)
(As of 05/17/2024 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)
501
Total
Institutional Inflows
(last 12 months)
$5.68B
Number of
Institutional Sellers
(last 12 months)
267
Total
Institutional Outflows
(last 12 months)
$2.82B
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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
5/17/2024 Jaffetilchin Investment Partners LLC19,937$2.01M0.2%+3.8%0.010%
5/17/2024 Comerica Bank32,989$3.32M0.0%-9.7%0.016%
5/17/2024 Tidal Investments LLC2,555$257K0.0%N/A0.001%
5/17/2024 Creekmur Asset Management LLC6,196$624K0.2%-68.9%0.003%
5/16/2024 Jane Street Group LLC334,740$33.71M0.0%+643.2%0.166%
5/16/2024 B. Riley Wealth Advisors Inc.12,554$1.26M0.0%-62.9%0.006%
5/16/2024 Prudent Investors Network Inc.122,520$12.34M4.7%N/A0.061%
5/16/2024 Kraft Davis & Associates LLC45,757$4.60M1.4%+1,998.9%0.023%
5/16/2024 Waverly Advisors LLC180,323$18.16M0.4%+19.7%0.089%
5/16/2024 Captrust Financial Advisors1,120,442$112.84M0.4%-6.0%0.555%
5/15/2024 SVB Wealth LLC332,424$33.48M0.7%+14.5%0.165%
5/15/2024 Flow Traders U.S. LLC35,730$3.60M0.2%N/A0.018%
5/15/2024 Talisman Wealth Advisors LLC25,064$2.52M3.2%+99.9%0.012%
5/15/2024 Kestra Advisory Services LLC180,642$18.19M0.1%+2.4%0.089%
5/15/2024 LRI Investments LLC808$81K0.0%N/A0.000%
5/15/2024 Quantum Capital Management LLC NJ3,361$338K0.0%+87.1%0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC2,214$223K0.0%N/A0.001%
5/14/2024 Axxcess Wealth Management LLC374,593$37.73M1.0%+34.0%0.186%
5/14/2024 EP Wealth Advisors LLC13,684$1.38M0.0%-2.1%0.007%
5/14/2024 CreativeOne Wealth LLC4,291$432K0.0%-21.2%0.002%
5/14/2024 Evermay Wealth Management LLC346,608$34.91M5.3%+74.7%0.172%
5/14/2024 InterOcean Capital Group LLC4,842$488K0.0%-17.4%0.002%
5/14/2024 Owen LaRue LLC6,330$637K0.4%N/A0.003%
5/14/2024 Lake Street Advisors Group LLC704,711$70.97M3.3%N/A0.349%
5/14/2024 Arjuna Capital48,400$4.87M1.4%-59.5%0.024%
5/13/2024 Windham Capital Management LLC6,973$702K0.6%N/A0.003%
5/13/2024 Mader & Shannon Wealth Management Inc.514,631$51.83M29.1%+17.5%0.255%
5/11/2024 Beaumont Financial Advisors LLC19,473$1.96M0.2%-6.8%0.010%
5/11/2024 Cynosure Group LLC99,494$10.02M1.8%+43.7%0.049%
5/11/2024 Orion Capital Management LLC139,160$14.02M7.4%+91.1%0.069%
5/11/2024 Strait & Sound Wealth Management LLC167,594$16.84M9.4%+0.6%0.083%
5/10/2024 Osaic Holdings Inc.726,399$73.17M0.2%-14.0%0.360%
5/10/2024 First Foundation Advisors2,245$226K0.0%-42.5%0.001%
5/10/2024 GM Advisory Group LLC766,242$77.17M5.4%-30.8%0.380%
5/9/2024 RFP Financial Group LLC24,992$2.52M1.0%+399.8%0.012%
5/9/2024 Orion Portfolio Solutions LLC64,299$6.48M0.1%-91.4%0.032%
5/9/2024 Kingsview Wealth Management LLC202,750$20.42M0.5%-7.6%0.100%
5/9/2024 Clearwater Capital Advisors LLC7,823$788K0.1%-39.7%0.004%
5/9/2024 MB Generational Wealth LLC11,101$1.12M1.0%N/A0.005%
5/9/2024 Private Management Group Inc.8,628$869K0.0%+8.1%0.004%
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5/9/2024 Portland Global Advisors LLC24,115$2.43M0.3%+864.6%0.012%
5/8/2024 FPC Investment Advisory Inc.71,050$7.15M7.0%N/A0.035%
5/8/2024 Bell Investment Advisors Inc1,559$157K0.0%-95.0%0.001%
5/8/2024 Baltimore Washington Financial Advisors Inc.39,171$3.95M0.2%+44.4%0.019%
5/8/2024 Ethos Financial Group LLC48,633$4.90M0.9%-28.5%0.024%
5/8/2024 Advisors Preferred LLC168,360$16.89M2.8%+34.4%0.083%
5/8/2024 Bleakley Financial Group LLC620,391$62.48M1.8%+10.2%0.307%
5/8/2024 Focused Wealth Management Inc306,368$30.85M4.7%+5.3%0.152%
5/8/2024 Avantax Advisory Services Inc.148,561$14.96M0.1%+21.0%0.074%
5/8/2024 US Bancorp DE93,890$9.46M0.0%+3.0%0.047%
5/8/2024 Legacy Capital Group California Inc.11,534$1.16M0.4%-72.9%0.006%
5/7/2024 Anson Capital Inc.45,118$4.54M6.5%+20.9%0.022%
5/7/2024 Verus Capital Partners LLC5,772$581K0.1%+6.7%0.003%
5/7/2024 NorthRock Partners LLC806,924$81.27M6.9%-1.4%0.400%
5/7/2024 Choate Investment Advisors10,125$1.02M0.0%-50.1%0.005%
5/7/2024 Regency Capital Management Inc. DE2,730$275K0.2%N/A0.001%
5/7/2024 Chilton Capital Management LLC6,525$657K0.0%-40.9%0.003%
5/7/2024 Stonebrook Private Inc.44,064$4.44M1.3%+15.1%0.022%
5/7/2024 Concurrent Investment Advisors LLC171,190$17.24M0.7%+648.5%0.085%
5/7/2024 Pecaut & CO.318,564$32.08M12.0%+26.7%0.158%
5/7/2024 WealthPLAN Partners LLC9,798$987K0.1%N/A0.005%
5/7/2024 Smithfield Trust Co177,556$17.87M0.9%-27.4%0.088%
5/7/2024 Equity Investment Corp1,644,296$165.60M4.1%+27.5%0.814%
5/7/2024 Oppenheimer Asset Management Inc.164,655$16.58M0.2%-3.6%0.082%
5/7/2024 Oppenheimer & Co. Inc.14,036$1.41M0.0%-65.4%0.007%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,462$550K0.0%N/A0.003%
5/7/2024 Insight Advisors LLC PA2,385$240K0.0%-9.6%0.001%
5/6/2024 Envestnet Portfolio Solutions Inc.163,535$16.47M0.1%+6.9%0.081%
5/6/2024 VitalStone Financial LLC162,436$16.36M12.5%-23.0%0.080%
5/6/2024 Advisory Services Network LLC40,321$4.06M0.1%-27.7%0.020%
5/6/2024 Advisory Alpha LLC11,386$1.15M0.0%-4.0%0.006%
5/4/2024 Geneos Wealth Management Inc.35,745$3.60M0.2%+20.4%0.018%
5/4/2024 WBI Investments LLC7,391$744K0.2%-83.9%0.004%
5/4/2024 Buck Wealth Strategies LLC289,050$29.11M10.0%+214.8%0.143%
5/4/2024 Csenge Advisory Group2,608$263K0.0%-37.8%0.001%
5/3/2024 Wittenberg Investment Management Inc.3,000$302K0.1%+20.0%0.001%
5/3/2024 RIA Advisory Group LLC325,747$32.81M13.3%N/A0.161%
5/3/2024 Rehmann Capital Advisory Group6,563$661K0.0%-2.4%0.003%
5/3/2024 United Community Bank2,825$285K0.1%+36.9%0.001%
5/2/2024 Salomon & Ludwin LLC24,318$2.45M0.2%-4.9%0.012%
5/2/2024 USAdvisors Wealth Management LLC6,341$638K0.2%N/A0.003%
5/2/2024 Summit Financial Wealth Advisors LLC4,277$431K0.1%-8.9%0.002%
5/2/2024 Lincoln National Corp26,750$2.69M0.0%+159.4%0.013%
5/2/2024 Almanack Investment Partners LLC.299,951$30.21M5.1%-4.2%0.149%
5/2/2024 Montgomery Investment Management Inc.16,040$1.62M0.6%-9.0%0.008%
5/2/2024 ESG Planning DBA Harper Investing440,930$44.41M52.2%-47.0%0.218%
5/2/2024 Hunter Associates Investment Management LLC33,794$3.41M0.6%N/A0.017%
5/2/2024 Hanlon Investment Management Inc.164,197$16.54M5.0%-4.5%0.081%
5/1/2024 Resonant Capital Advisors LLC638,851$64.34M5.5%+9.1%0.316%
5/1/2024 Janney Montgomery Scott LLC57,692$5.81M0.0%-2.1%0.029%
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5/1/2024 New Harbor Financial Group LLC21,089$2.12M0.7%+2.7%0.010%
5/1/2024 Blue Trust Inc.479,349$48.28M0.7%+385.0%0.237%
5/1/2024 Mirae Asset Global Investments Co. Ltd.173,272$17.45M0.0%+0.6%0.086%
5/1/2024 Concourse Financial Group Securities Inc.986$99K0.0%-20.0%0.001%
5/1/2024 Sequoia Financial Advisors LLC416,017$41.90M0.5%+20.1%0.213%
5/1/2024 DecisionPoint Financial LLC1,360$137K0.1%N/A0.001%
4/30/2024 Private Advisor Group LLC107,405$10.82M0.1%-1.5%0.055%
4/30/2024 J.W. Cole Advisors Inc.35,027$3.53M0.2%+25.2%0.018%
4/30/2024 Astor Investment Management LLC61,450$6.19M2.5%-72.9%0.031%
4/30/2024 Fortis Group Advisors LLC100,089$10.08M1.9%-36.2%0.051%
(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, 661 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), 3EDGE Asset Management LP ($229.01M), LPL Financial LLC ($223.48M), AE Wealth Management LLC ($188.10M), and Beaumont Financial Partners LLC ($174.55M).Learn more on SGOV's institutional investors.

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

Of the 628 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), Bank of America Corp DE ($8.10M), International Assets Investment Management LLC ($4.24M), Beaumont Financial Advisors LLC ($2.32M), Modera Wealth Management LLC ($2.30M), 3EDGE Asset Management LP ($2.29M), and LPL Financial LLC ($2.02M).

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

Institutional investors have bought a total of 114,394,921 shares in the last 24 months. This purchase volume represents approximately $11.49B in transactions.

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

Of the 308 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), SVB Wealth LLC ($4.02M), Bank of America Corp DE ($3.60M), AlphaStar Capital Management LLC ($2.41M), Beaumont Financial Advisors LLC ($2.30M), Merriman Wealth Management LLC ($1.45M), and Stuart Chaussee & Associates Inc. ($1.20M).

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

Institutional investors have sold a total of 44,918,184 shares in the last 24 months. This volume of shares sold represents approximately $4.51B in transactions.


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This page (NYSEARCA:SGOV) was last updated on 5/19/2024 by MarketBeat.com Staff

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