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 quarterInstitutional holdersTotal reported valueTotal shares
Q1 20265$139,279,6771,383,665
Q4 20253$57,669,615574,513
Q3 20254$166,503,0651,653,456
Q2 20254$122,942,2861,220,998
Q1 20255$245,770,3922,441,347
Q4 20244$199,511,3191,988,749
Q3 20244$181,505,1441,802,076
Q2 20244$171,405,2881,701,969
Q1 20244$44,853,2121,222,292
Q4 20234$105,171,9061,154,055
Q3 20233$36,591,574864,279
Q2 20232$28,926,810634,510