SGOV Institutional Ownership & Shareholders
ISHARES 0-3 MONTH TREASURY B (SGOV) is currently held by 1,347 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $22.45B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of SGOV tracked by InsiderSet, reporting ownership valued at approximately $1.39B in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.39B, representing an estimated loss of -0.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 27% of the total disclosed SGOV value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES 0-3 MONTH TREASURY B (SGOV).
This page ranks the largest institutional SGOV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,347
Total Reported Value
$22.45B
Largest Holder
Lpl Financial Llc
Largest Position
$1.39B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.30% | 13,832,918 | $1,392,698,161 | $1,389,516,613 | -$3,181,548 | -0.23% | |
| Bank Of America Corp | 0.07% | 11,457,135 | $1,153,389,741 | $1,150,869,211 | -$2,520,530 | -0.22% | |
| Morgan Stanley | 0.05% | 8,473,084 | $852,985,409 | $851,121,288 | -$1,864,121 | -0.22% | |
| Ubs Group Ag | 0.10% | 5,962,248 | $600,219,506 | $598,907,812 | -$1,311,694 | -0.22% | |
| Cerity Partners Llc | 0.56% | 4,545,424 | $457,587,756 | $456,587,841 | -$999,915 | -0.22% | |
| Ameriprise Financial Inc | 0.08% | 3,803,149 | $382,570,783 | $382,026,317 | -$544,466 | -0.14% | |
| Raymond James Financial Inc | 0.10% | 3,636,385 | $366,074,829 | $365,274,873 | -$799,956 | -0.22% | |
| Osaic Holdings, Inc. | 0.34% | 2,905,328 | $292,503,062 | $291,840,198 | -$662,864 | -0.23% | |
| Robinhood Asset Management, Llc | 15.62% | 2,899,608 | $291,903,496 | $291,265,624 | -$637,872 | -0.22% | |
| Jpmorgan Chase & Co | 0.02% | 2,835,573 | $285,457,307 | $284,833,308 | -$623,999 | -0.22% | |
| Cibc Bancorp Usa Inc. | 0.35% | 2,807,327 | $282,118,686 | $281,995,997 | -$122,689 | -0.04% | |
| Northrock Partners, Llc | 4.00% | 2,736,985 | $275,532,249 | $274,930,143 | -$602,106 | -0.22% | |
| Royal Bank Of Canada | 0.05% | 2,675,275 | $269,320,000 | $268,731,374 | -$588,626 | -0.22% | |
| True North Advisors, Llc | 18.71% | 2,511,902 | $252,898,247 | $252,320,556 | -$577,691 | -0.23% | |
| Wells Fargo & Company/Mn | 0.04% | 2,459,867 | $247,634,850 | $247,093,640 | -$541,210 | -0.22% | |
| Focus Partners Wealth | 0.24% | 2,373,290 | $238,919,130 | $238,396,981 | -$522,150 | -0.22% | |
| Gm Advisory Group, Llc | 8.97% | 2,314,674 | $232,995,116 | $232,509,003 | -$486,113 | -0.21% | |
| Captrust Financial Advisors | 0.36% | 2,306,528 | $232,198,214 | $231,690,738 | -$507,476 | -0.22% | |
| Equity Investment Corp | 4.30% | 2,265,141 | $228,054,396 | $227,533,413 | -$520,983 | -0.23% | |
| Wealthspire Advisors, Llc | 1.23% | 2,224,301 | $223,920,348 | $223,431,035 | -$489,313 | -0.22% | |
| Cetera Investment Advisers | 0.20% | 2,217,429 | $223,228,598 | $222,740,743 | -$487,855 | -0.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.33% | 2,200,596 | $220,842,670 | $221,049,868 | +$207,198 | +0.09% | |
| Confluence Investment Management Llc | 3.63% | 2,152,535 | $216,717,283 | $216,222,141 | -$495,142 | -0.23% | |
| Envestnet Asset Management Inc | 0.05% | 2,052,936 | $206,669,024 | $206,217,421 | -$451,603 | -0.22% | |
| Perigon Wealth Management, Llc | 2.97% | 1,907,278 | $192,024,719 | $191,586,075 | -$438,644 | -0.23% | |
| Hollow Brook Wealth Management Llc | 30.26% | 1,729,663 | $174,142,471 | $173,744,648 | -$397,823 | -0.23% | |
| Farther Finance Advisors, Llc | 1.14% | 1,593,502 | $160,433,786 | $160,067,276 | -$366,510 | -0.23% | |
| Gotham Asset Management, Llc | 0.37% | 1,562,089 | $157,255,500 | $156,911,840 | -$343,660 | -0.22% | |
| Westerkirk Capital Inc. | 14.75% | 1,523,760 | $153,396,919 | $153,061,692 | -$335,227 | -0.22% | |
| Waverly Advisors, Llc | 0.86% | 1,464,822 | $147,463,614 | $147,141,370 | -$322,244 | -0.22% | |
| Mai Capital Management | 0.54% | 1,408,479 | $141,791,542 | $141,481,716 | -$309,826 | -0.22% | |
| Peavine Capital, Llc | 29.57% | 1,341,102 | $135,022,145 | $134,713,696 | -$308,449 | -0.23% | |
| Peapack Gladstone Financial Corp | 1.44% | 1,245,643 | $125,398,000 | $125,124,839 | -$273,161 | -0.22% | |
| Wealthfront Advisers Llc | 0.23% | 1,167,189 | $117,500,917 | $117,244,135 | -$256,782 | -0.22% | |
| Hilton Capital Management, Llc | 7.87% | 1,149,386 | $115,708,648 | $115,455,824 | -$252,824 | -0.22% | |
| Alpha Wealth Funds, Llc | 67.93% | 1,125,518 | $113,317,168 | $113,058,283 | -$258,885 | -0.23% | |
| 3Edge Asset Management, Lp | 4.81% | 1,121,792 | $112,942,018 | $112,684,006 | -$258,012 | -0.23% | |
| First Wilshire Securities Management Inc | 22.55% | 1,087,949 | $109,523,913 | $109,284,477 | -$239,436 | -0.22% | |
| Mutual Advisors, Llc | 2.00% | 1,052,850 | $105,990,384 | $105,758,783 | -$231,602 | -0.22% | |
| Prudential Financial Inc | 0.11% | 1,035,195 | $104,213,081 | $103,985,338 | -$227,743 | -0.22% | |
| Commonwealth Equity Services, Llc | 0.13% | 1,005,115 | $101,194,965 | $100,963,802 | -$231,163 | -0.23% | |
| Cheviot Value Management, Llc | 10.26% | 1,002,516 | $100,923,257 | $100,702,732 | -$220,525 | -0.22% | |
| Jnba Financial Advisors | 7.58% | 996,162 | $100,293,591 | $100,064,473 | -$229,118 | -0.23% | |
| Stifel Financial Corp | 0.08% | 984,074 | $99,067,825 | $98,850,233 | -$217,592 | -0.22% | |
| Selective Wealth Management, Inc. | 23.05% | 985,111 | $99,052,897 | $98,954,400 | -$98,497 | -0.10% | |
| Kestra Advisory Services, Llc | 0.27% | 927,730 | $93,403,865 | $93,190,479 | -$213,387 | -0.23% | |
| Mesirow Financial Investment Management, Inc. | 1.41% | 903,815 | $90,995,987 | $90,788,217 | -$207,770 | -0.23% | |
| Vise Technologies, Inc. | 0.72% | 859,510 | $86,535,499 | $86,337,780 | -$197,720 | -0.23% | |
| Cresset Asset Management, Llc | 0.31% | 846,216 | $85,188,574 | $85,002,397 | -$186,177 | -0.22% | |
| Rwwm, Inc. | 6.29% | 845,240 | $85,090,263 | $84,904,358 | -$185,905 | -0.22% |
Frequently asked questions about SGOV
Who are the largest institutional holders of SGOV?
The largest institutional holders of SGOV reported in the latest SEC Form 13F filings include Lpl Financial Llc, Bank Of America Corp, Morgan Stanley, Ubs Group Ag, and Cerity Partners Llc. InsiderSet ranks institutional holders by their latest reported SGOV position.
What is SGOV institutional ownership?
This page tracks SGOV positions reported by institutional investment managers through SEC Form 13F. ISHARES 0-3 MONTH TREASURY B (SGOV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SGOV?
InsiderSet currently tracks 1,347 institutional managers reporting SGOV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SGOV shareholders.
How much SGOV stock do institutions own?
Institutional investment managers disclosed approximately $22.45B in SGOV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SGOV institutional ownership last updated?
The latest SGOV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SGOV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SGOV position after the reporting date.
Are institutions buying or selling SGOV?
Institutional buying and selling can be analyzed by comparing SGOV positions across consecutive 13F reporting periods. InsiderSet's SGOV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SGOV ownership changes.
How has SGOV institutional ownership changed over time?
InsiderSet tracks SGOV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.