ISHARES 0-3 MONTH TREASURY B (SGOV) Institutional Ownership
sgov is currently held by 5 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $139.28M based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026.
The largest disclosed holder is Sequoia Financial Advisors, which reported ownership valued at approximately $52.29M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Sequoia Financial Advisors's sgov position is now estimated to be worth approximately $52.18M, representing an estimated loss of -0.21% since the filing period.
Major shareholders tracked on this page include Sequoia Financial Advisors, Punch Card Management, Greenlea Lane Capital Management, and other prominent asset managers. Collectively, these investors account for approximately 100% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional holding trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward ISHARES 0-3 MONTH TREASURY B (SGOV).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 5 | $139,279,677 | 1,383,665 |
| Q4 2025 | 3 | $57,669,615 | 574,513 |
| Q3 2025 | 4 | $166,503,065 | 1,653,456 |
| Q2 2025 | 4 | $122,942,286 | 1,220,998 |
| Q1 2025 | 5 | $245,770,392 | 2,441,347 |
| Q4 2024 | 4 | $199,511,319 | 1,988,749 |
| Q3 2024 | 4 | $181,505,144 | 1,802,076 |
| Q2 2024 | 4 | $171,405,288 | 1,701,969 |
| Q1 2024 | 4 | $44,853,212 | 1,222,292 |
| Q4 2023 | 4 | $105,171,906 | 1,154,055 |
| Q3 2023 | 3 | $36,591,574 | 864,279 |
| Q2 2023 | 2 | $28,926,810 | 634,510 |
Related SGOV Institutional Insights:
- SGOV Institutional Ownership & Insiders Activity
- SGOV Institutional Ownership & 13F Activity
- SGOV Top Institutional Shareholders
- SGOV Institutional Buying Activity
- SGOV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SGOV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings