ISHARES 0-3 MONTH TREASURY B SGOV
$100.44
+0.0% 52w: $97.47 – $100.44
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data97.4798.95100.44
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.2K
+115 QoQ
13F value
$22.52B
+24.4% QoQ
Smart-money holders
70
signal tier ≥ 2
New smart buyers
12
Q1 2026
Options barometer
22.4×
$9.5M calls / $423K puts
Institutional value by quarter
Number of holders
Who owns SGOV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 12.2M | $1.23B | 0.1% | +13.2% |
| LPL Financial LLC | Bank broker | 10.9M | $1.09B | 0.3% | +23.4% |
| Howard Capital Management Inc. | Wealth advisor | 9.3M | $939.7M | 15.4% | New |
| MORGAN STANLEY | Bank broker | 8.4M | $845.4M | 0.1% | +5.0% |
| UBS Group AG | Bank broker | 5.1M | $516.8M | 0.1% | +98.2% |
| CIBC Bancorp USA Inc. | Diversified mechanical | 4.0M | $391.6M | 0.5% | — |
| Cerity Partners LLC | Diversified mechanical | 3.6M | $358.9M | 0.5% | -9.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.5M | $354.6M | 0.1% | +31.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 3.4M | $272.5M | 0.1% | +67.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.7M | $271.8M | 0.4% | +4.2% |
| ROYAL BANK OF CANADA | Bank broker | 2.7M | $270.9M | 0.1% | +14.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.6M | $263.6M | 0.1% | +40.9% |
| JPMORGAN CHASE & CO | Bank broker | 2.6M | $259.1M | 0.0% | +9.5% |
| Focus Partners Wealth | Wealth advisor | 2.5M | $252.5M | 0.3% | +11.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 2.4M | $238.0M | 0.1% | +109.7% |
| GM Advisory Group, LLC | Wealth advisor | 2.3M | $233.0M | 9.0% | -7.2% |
| Robinhood Asset Management, LLC | Wealth advisor | 2.3M | $232.1M | 16.8% | +30.2% |
| NorthRock Partners, LLC | Wealth advisor | 2.2M | $225.8M | 3.6% | +11.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 2.2M | $219.7M | 0.4% | +8.8% |
| Cetera Investment Advisers | Wealth advisor | 2.1M | $215.6M | 0.2% | +12.3% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | Other | 1.8M | $176.5M | 2.7% | -16.1% |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC ★2 | Fundamental diversified | 1.7M | $172.7M | 8.4% | +32.2% |
| Hilton Capital Management, LLC | Wealth advisor | 1.6M | $157.4M | — | New |
| Westerkirk Capital Inc. | Other | 1.5M | $153.4M | — | Held |
| Waverly Advisors, LLC | Wealth advisor | 1.5M | $152.0M | 1.1% | +2.7% |
| Hamilton Capital Partners Inc. | — | 1.5M | $146.8M | — | -8.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.5M | $146.6M | — | -31.3% |
| Farther Finance Advisors, LLC | Wealth advisor | 1.4M | $141.8M | 1.3% | +34.1% |
| EQUITY INVESTMENT CORP | Other | 1.3M | $135.5M | — | +129.3% |
| MAI Capital Management | Wealth advisor | 1.3M | $132.2M | 0.8% | -3.1% |
| Gotham Asset Management, LLC | Diversified mechanical | 1.2M | $124.7M | 0.4% | -30.7% |
| PEAPACK GLADSTONE FINANCIAL CORP | Other | 1.2M | $123.6M | 1.6% | +2.1% |
| Marex Group plc | Quant stat arb | 1.2M | $121.7M | 1.3% | +154.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.2M | $116.8M | 0.1% | +2.1% |
| CX Institutional | Wealth advisor | 1.1M | $115.5M | 3.5% | -10.5% |
| Cynosure Group, LLC | Wealth advisor | 1.1M | $114.5M | 14.3% | -4.3% |
| Balentine LLC | Wealth advisor | 1.1M | $112.9M | 4.5% | +11.4% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | Wealth advisor | 1.1M | $111.9M | 15.1% | New |
| Alpha Wealth Funds, LLC | Wealth advisor | 1.1M | $110.9M | 78.9% | +4.9% |
| Cheviot Value Management, LLC | Other | 1.1M | $107.5M | 10.8% | +9.4% |
| PRUDENTIAL FINANCIAL INC | Insurance | 1.0M | $104.9M | 0.1% | -15.7% |
| Mutual Advisors, LLC | Wealth advisor | 1.0M | $102.9M | 2.2% | +1.3% |
| 3EDGE Asset Management, LP | Wealth advisor | 1.0M | $102.0M | 4.9% | +138.8% |
| Wealthfront Advisers LLC | Wealth advisor | 992.5K | $99.9M | 0.2% | +13.3% |
| AE Wealth Management LLC | Wealth advisor | 967.4K | $97.4M | 0.5% | +51.4% |
| AlphaStar Capital Management, LLC | Wealth advisor | 927.2K | $93.3M | 6.9% | +60.9% |
| POTOMAC FUND MANAGEMENT INC /ADV | Wealth advisor | 905.7K | $91.2M | — | +5.9% |
| HighTower Advisors, LLC | Diversified mechanical | 899.7K | $90.6M | 0.1% | +21.9% |
| Vigilare Wealth Management | Wealth advisor | 891.4K | $89.7M | 30.3% | +450.7% |
| Kestra Advisory Services, LLC | Wealth advisor | 890.8K | $89.7M | 0.3% | +152.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.