ISHARES 0-3 MONTH TREASURY B (SGOV) Stock Institutional Owners


ISHARES 0-3 MONTH TREASURY B (SGOV) is held by 4 institutional investors with a total value of $166.12M. This comprehensive analysis highlights the top institutional holders led by Sequoia Financial Advisors, Punch Card Management, Polen Capital Management, and others, who collectively account for nearly 100% of the total institutional ownership.Sequoia Financial Advisors remains the largest institutional holder with a position worth $108.45M. Explore insights into ownership patterns, position sizes, and portfolio allocations to understand institutional investment strategies and market sentiment.

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NameInvestor/ManagerPortfolio %QuantityReported Balance
Sequoia Financial Advisors0.66%1,076,919$108,445,789
Punch Card ManagementNorbert Lou18.88%566,000$56,815,080
Polen Capital ManagementDavid M. Polen0.00%4,972$499,089
Semper Augustus Investments GroupChristopher Bloomstran0.04%3,541$355,446

Frequently asked questions about SGOV

  • Who owns the most SGOV stock?

    The largest holders of SGOV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES 0-3 MONTH TREASURY B (SGOV).

  • Is SGOV widely held by superinvestors?

    Many widely followed stocks like SGOV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SGOV is represented among the institutional managers we track.